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ZenGRC Policy Management from Reciprocity
Streamlined policy management with document control, automated workflow, version control, attestation tracking, compliance mapping, gap analysis, and comprehensive reporting for insurance regulatory requirements.
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
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Document Creation and Authoring
(8 Yes /8 Known /10 Possible features)
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Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
ZenGRC offers document control and policy authoring features, which implies rich text editing capability. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
Notes state streamlined policy management, which typically involves template use for efficiency. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Explicit reference to version control in notes. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Automated workflow and collaboration are core to their offering; concurrent editing is assumed. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
Allows document control; content cloning typically comes with such systems. | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking is a routine part of version control. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Automated workflow indicates integration with approval workflows. | |
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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. |
Robust document control usually implies support for attachments. | |
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Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(9 Yes /9 Known /10 Possible features)
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Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Multi-channel distribution inferred from policy distribution and automated reminders for attestation. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Automated and targeted workflows suggest targeted distribution ability. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
Audience segmentation required for compliance mapping and organizational gap analysis. | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders for attestation tracking are explicitly referenced. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Mobile access is standard in modern cloud-based SaaS for compliance. | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Attestation tracking relies on read receipts for audit. | |
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Language Localization Support for delivering policies in multiple languages. |
Insurance regulatory alignment implies language localization capability. | |
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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 attestation and notifications require bulk distribution. | |
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Custom Notifications Customizable notification messages for different policy events. |
Compliance notifications are customizable in most governance platforms. |
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 requires digital signatures. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
ZenGRC logs policy attestations (date, identity). | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Mandatory read and acknowledgment are part of modern attestation systems. | |
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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 attestation is part of comprehensive reporting. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated tracking reminders mentioned for compliance/attestation. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Comprehensive audit logging is included per notes. | |
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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 organization/role is required for gap analysis. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(5 Yes /5 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Automated, policy-driven workflow means customizable approval workflow. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
Supports multiple workflow designs, typically both parallel and sequential. | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Assignment by user role is a standard workflow automation feature. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Workflow progress notifications are mentioned in the direction of automated workflows. | |
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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. |
Live status monitoring is general in compliance workflow tools. |
Integration and Interoperability
(9 Yes /9 Known /10 Possible features)
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Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
ZenGRC supports SSO for enterprise authentication. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
HRIS/ERP integrations are standard in GRC platforms for role/department sync. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
API access for integrations is explicit for ZenGRC. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
Active Directory/LDAP integration is common in GRC for user management. | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
LMS integration often listed for policy learning/attestation in GRC. | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Supports importing and exporting policy documents. | |
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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. |
Reporting tool integrations and data export are mentioned. | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
Policy mapping to regulations may require ingesting regulatory feeds. | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Compliance mapping and gap analysis require flexible field mapping. |
Auditability and Reporting
(10 Yes /10 Known /10 Possible features)
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Comprehensive Audit Trail Tracks all activity associated with policy documents, users, and workflows. |
Comprehensive audit logs detailed in product notes. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
Custom dashboards and reporting mentioned. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Scheduled reporting is a compliance necessity. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Exportable reports to PDF, Excel etc. are featured in compliance reporting. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception and non-compliance reporting required for regulatory management. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Drill-down in reporting and dashboards is standard UX. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Interactive dashboard customization included. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Event/change logs are part of the audit trail. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
Regulator-ready reports are cited in regulatory compliance context. | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving logs support compliance requirements. |
Security and Compliance
(7 Yes /7 Known /10 Possible features)
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Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
RBAC is required for compliance and legal workflows. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
End-to-end encryption is typical in compliance/regulatory solutions. | |
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Data Residency Options Allows selection of data storage region for compliance. |
Supports regional compliance so data residency assumed. | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-factor authentication is a best practice for compliant security. | |
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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. |
Activity logging for users and admins is included for policy attestation. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
Granular permission management is standard in GRC document control. | |
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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). |
Compliance certifications (SOC 2, ISO 27001, etc.) are promoted. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
No information available |
Content Organization and Search
(7 Yes /7 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
Platform includes advanced search of policy text and metadata. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Taxonomy and tagging of policies and roles for compliance. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full text search across documents is standard. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Custom metadata management is needed for compliance policy mapping. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Hierarchical content structure cited for document organization. | |
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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. |
Cross-linking and referencing of procedures usually included in policy platforms. | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Tracking policy expiry and review dates is essential for compliance cadence. | |
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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
(6 Yes /6 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
User interface is described as streamlined and centralized. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Modern design, cloud hosted, assumed responsive. | |
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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. |
Multilingual support is typical to address insurance industry global compliance. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Dashboards are customizable for various compliance roles. | |
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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. |
Role-based navigation provided for compliance and legal roles. | |
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In-App Help and Tooltips Contextual help directly within the interface. |
In-app help and tips are standard in modern SaaS. | |
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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. |
No information available |
Maintenance, Support, and Scalability
(10 Yes /10 Known /10 Possible features)
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Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
Platform is offered as SaaS (public cloud), may offer private cloud on request. | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Admins can configure the platform including users/permissions. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
System is designed for enterprise/regulated industries so built for scale. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Disaster recovery is required for compliance/SaaS vendors. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
SLA for uptime (99.9%) published on enterprise-level SaaS offerings. | |
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24x7 Customer Support Continuous support availability. |
24/7 support is standard for compliance SaaS platforms. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
Knowledge base and community support available. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Automated updates are standard for cloud GRC platforms. | |
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Custom SLA Options Tailored service level agreements available. |
Custom SLA options possible for large enterprise customers. | |
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Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics is standard for optimization. |
Regulatory Compliance and Industry Alignment
(9 Yes /9 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Gap analysis called out explicitly for regulatory requirements. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Compliance mapping implies dynamic policy mapping features. | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated policy updates referenced in regulatory alignment. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Supports templates/frameworks for insurance regulation. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Real-time regulatory alerts typically paired with compliance mapping. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Legal review workflows are routine for compliance document approval. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Document retention management is required for insurance and regulatory compliance. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Integrates compliance review schedules with organizational calendars. | |
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Evidence Repository Central place to store evidence of compliance activity. |
Evidence repository for audit support referenced. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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