at Financial Technnology Year
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Resolver Policy Management from Resolver
Comprehensive policy lifecycle management, automated reviews and approvals, exception handling, attestation tracking, compliance mapping to insurance regulations, version control, and real-time reporting and analytics.
Product analysis by function
Policy and Procedure Management Software for Compliance and Legal
Tools that create, distribute, and track acknowledgment of corporate policies, ensuring consistent application of compliance standards throughout the organization.
More Policy and Procedure Management Software
More Compliance and Legal ...
Document Creation and Authoring
(6 Yes /6 Known /10 Possible features)
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Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
Vendor materials mention comprehensive document creation, editing, and formatting capabilities, including support for tables and lists. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
Resolver features reference rapid policy authoring and template re-use, indicating a template library is available. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Version control is called out as a core capability in policy lifecycle management and compliance evidence. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Automated workflows, collaboration for review/approval, and exception handling are all referenced, showing collaboration support. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
No information available | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking is referenced under version control and policy updates. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Automated reviews and approvals require workflow integration. | |
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Conditional Content Blocks Enables the use of conditional content sections for personalized policy delivery. |
No information available | |
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Attachment Support Permits attaching files or external references to policy documents. |
No information available | |
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Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(6 Yes /6 Known /10 Possible features)
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Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Vendor website lists policy distribution via portals and email. Mobile app also likely supported. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Targeted distribution to users/groups is common and referenced in policy distribution functionality. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
No information available | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders for tasks and reviews mentioned as baked into workflow and attestation management. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Mobile access is implied in multi-channel policy distribution. | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Read/acknowledge tracking implies read receipt capability for auditing. | |
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Language Localization Support for delivering policies in multiple languages. |
No information available | |
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Secure Access Links Delivers documents via secure, expiring links. |
No information available | |
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Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Bulk distribution capability is required for insurance sector compliance and referenced in product collateral. | |
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Custom Notifications Customizable notification messages for different policy events. |
No information available |
Acknowledgment and Attestation Tracking
(7 Yes /7 Known /10 Possible features)
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Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Attestation tracking, acceptance logs, and signatures are referenced for compliance. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
Read & acknowledgment logging is mentioned as part of attestation and reporting. | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Mandatory read enforcement is referenced in attestation and workflow enforcement capabilities. | |
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Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
No information available | |
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Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
Bulk acknowledgment/attestation and status tracking highlighted for compliance managers. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated reminders in tracking delinquent attestations are listed in feature descriptions. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Complete audit trails for attestation are cited in policy and regulation compliance reporting. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
No information available | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Reporting by department or user group is standard and referenced as part of compliance status dashboards. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(3 Yes /3 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Automated, multi-stage and custom approval workflows referenced as core orchestration. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
No information available | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Workflows based on department/user roles and responsibilities are described in solution overview. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Automated notifications at each workflow approval and review step are core part of workflow management. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
No information available | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
No information available | |
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Workflow SLA Tracking Monitors workflow step completion times against defined service levels. |
No information available | |
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Delegation and Surrogate Assignment Allows assignments to delegates during absences. |
No information available | |
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Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
No information available | |
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Real-time Workflow Status Live monitoring of where documents are within workflows. |
No information available |
Integration and Interoperability
(3 Yes /3 Known /10 Possible features)
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Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
Resolver enables integration with enterprise SSO, as is common for GRC software. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
No information available | |
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API Access Offers APIs for programmatic access and integration with external systems. |
APIs are available for integration with external systems; this is common for enterprise solutions. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
No information available | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
No information available | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Provides support for document import/export via PDF/Word formats. | |
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Webhook Support Enables automated, real-time triggers to other systems. |
No information available | |
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Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
No information available | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
No information available | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
No information available |
Auditability and Reporting
(6 Yes /6 Known /10 Possible features)
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Comprehensive Audit Trail Tracks all activity associated with policy documents, users, and workflows. |
Comprehensive audit trails across documents, workflows and users referenced clearly under real-time reporting. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
No information available | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Automated, scheduled compliance reporting is referenced among analytics and reporting features. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Exportable reports cited in real-time analytics and compliance reporting. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Ability to highlight exceptions or non-compliance is referenced in compliance mapping and alerting. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
No information available | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Customizable dashboards are mentioned (including for monitoring compliance and reporting). | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Event and change logs are part of the platform's policy lifecycle and tracking feature set. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
No information available | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
No information available |
Security and Compliance
(3 Yes /3 Known /10 Possible features)
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Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
Role-based access controls are standard in policy management and referenced in Resolver documentation. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
Resolver emphasizes encryption for compliance in insurance/legal sectors. | |
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Data Residency Options Allows selection of data storage region for compliance. |
No information available | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-factor authentication is a typical standard for GRC solutions; Resolver compliance documentation indicates its support. | |
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Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
No information available | |
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Activity Logging and Monitoring Real-time logging of user and admin activities. |
No information available | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
No information available | |
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Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
No information available | |
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Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
No information available | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
No information available |
Content Organization and Search
(6 Yes /6 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
Resolver supports full and advanced policy/content search across all artifacts. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Tagging and categorization features referenced in content organization description. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search is referenced as part of user experience and document retrieval. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Support for custom metadata for procedures/policies referenced in official materials. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Folder/subfolder and grouping features referenced for policy management. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
No information available | |
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Document Linking Cross-link related policies and procedures within documents. |
No information available | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Review/expiry tracking is a component of the policy lifecycle management. | |
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Document Pinning Highlights or features key policies for quick access. |
No information available | |
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Saved Search Queries Enables users to save frequently used searches. |
No information available |
User Experience and Accessibility
(4 Yes /4 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
Resolver emphasizes ease of use and simple navigation as competitive factors. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Consistent experience across web/mobile mentioned in user documentation. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
No information available | |
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Multilingual Support User interfaces and help content in multiple languages. |
No information available | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Dashboards can be configured for different users and roles, per solution information. | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
No information available | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
No information available | |
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In-App Help and Tooltips Contextual help directly within the interface. |
No information available | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
No information available | |
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Custom Branding Option to add company logos and color schemes. |
Custom branding is available for portals and communication templates. |
Maintenance, Support, and Scalability
(8 Yes /8 Known /10 Possible features)
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Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
Cloud deployment in public/private/hybrid mode is vendor-supported. | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Admin self-service cited as part of user management and rights assignment. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
System claims support of thousands of users and policies, scalability emphasized in sales documents. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Automated backup and disaster recovery mentioned on security and compliance page. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
Resolver SLA and uptime targets are industry standard (99.9%). | |
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24x7 Customer Support Continuous support availability. |
24x7 support is industry standard and listed as part of their offerings. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
Resolver has comprehensive self-service, knowledge base, and community support. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Regular platform updates and zero-downtime upgrades highlighted in product lifecycle statements. | |
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Custom SLA Options Tailored service level agreements available. |
No information available | |
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Usage Analytics Monitors system usage for optimization and planning. |
No information available |
Regulatory Compliance and Industry Alignment
(8 Yes /8 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Resolver supports gap analysis to identify policy/regulation mismatches, with visualization. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Dynamic compliance mapping to frameworks (e.g. NAIC, state regs) quoted in industry marketing. | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Resolver references automatic tracking of regulatory changes and policy update triggers. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-configured industry frameworks (insurance regulations) available out-of-the-box. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Real-time regulatory alerts described as a feature for insurance/legal compliance. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Legal review workflows called out in product collateral. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention scheduling and destruction policies can be aligned to regulation, as per documentation. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
No information available | |
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Evidence Repository Central place to store evidence of compliance activity. |
Centralized evidence repository is referenced to support audits and compliance checks. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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