at Financial Technnology Year
Please contact them if you have any questions.
Policy Management Software from LogicManager
Simplifies the creation, acknowledgement, and review of policies and procedures while providing automated workflows, tracking, notifications, and centralized document management.
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
(8 Yes /8 Known /10 Possible features)
|
Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
LogicManager's website and user guides describe a rich text editor for policy and procedure authoring, including formatting, images, and tables. | |
|
Template Library Availability of pre-built or custom templates for rapid policy authoring. |
LogicManager advertises a template library for policy creation, allowing selection from pre-built and custom templates. | |
|
Version Control Tracks and manages multiple document versions and changes over time. |
Version control is cited in product literature, enabling tracking and reverting to prior versions of policy documents. | |
|
Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Collaborative authoring and review tools are specified as enabling multiple stakeholders to edit, comment, and suggest changes. | |
|
Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
LogicManager supports copying and cloning content from existing policies for efficiency when creating new policies. | |
|
Change Tracking Monitors and highlights modifications between document versions. |
Change tracking features are included, highlighting modifications and audit logs on policy updates. | |
|
Approval Workflow Integration Connects document creation to review and approval workflows. |
Product documentation shows integration of authoring with approval workflows, including automated transitions based on status. | |
|
Conditional Content Blocks Enables the use of conditional content sections for personalized policy delivery. |
No information available | |
|
Attachment Support Permits attaching files or external references to policy documents. |
Attachment of supporting evidence and reference files to policy records is mentioned in LogicManager's feature set. | |
|
Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(9 Yes /9 Known /10 Possible features)
|
Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Multi-channel distribution via email, web portal, and other integrations is advertised. | |
|
Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Platform enables targeting specific audiences for policy distribution. | |
|
Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
No information available | |
|
Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders are a highlighted feature for policy review and acknowledgement. | |
|
Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Mobile responsive portal and app access are supported, per marketing materials. | |
|
Read Receipts Captures whether recipients have opened or viewed the policy. |
Read receipts and acknowledgment tracking are included for compliance. | |
|
Language Localization Support for delivering policies in multiple languages. |
Language localization options are available, supporting multiple languages for policy distribution. | |
|
Secure Access Links Delivers documents via secure, expiring links. |
Secure, role-bound policy links and access are described in LogicManager documentation. | |
|
Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Bulk distribution workflows are enabled for large audience rollouts. | |
|
Custom Notifications Customizable notification messages for different policy events. |
Custom notifications for policy events can be configured. |
Acknowledgment and Attestation Tracking
(7 Yes /7 Known /10 Possible features)
|
Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Supports digital / e-signature acknowledgment for attestations. | |
|
Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
Date, time, and user logs are detailed for audit and compliance purposes. | |
|
Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Mandatory acknowledgment/review is enforced before users can move to next workflow step. | |
|
Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
No information available | |
|
Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
Reporting and dashboard for group-level attestation and compliance management are provided. | |
|
Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated reminders for outstanding acknowledgments are documented. | |
|
Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Comprehensive audit trails for policy review and acknowledgment are a core feature. | |
|
Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Recurring or periodic re-attestation scheduling is mentioned among product features. | |
|
Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
No information available | |
|
User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(4 Yes /4 Known /10 Possible features)
|
Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Workflows are fully configurable, allowing for multi-step custom reviews and approvals. | |
|
Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
No information available | |
|
Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Role-based assignment of workflow steps is supported. | |
|
Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Automated email and in-system notifications are sent as items progress. | |
|
Escalation Triggers Automatic escalations for overdue reviews or approvals. |
No information available | |
|
Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
No information available | |
|
Workflow SLA Tracking Monitors workflow step completion times against defined service levels. |
No information available | |
|
Delegation and Surrogate Assignment Allows assignments to delegates during absences. |
No information available | |
|
Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
No information available | |
|
Real-time Workflow Status Live monitoring of where documents are within workflows. |
Real-time reporting and monitoring of policies in workflow is supported. |
Integration and Interoperability
(6 Yes /6 Known /10 Possible features)
|
Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
SSO integration (SAML, OAuth) is advertised for enterprise customers. | |
|
HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
User and org data sync with HR systems is listed under integration capabilities. | |
|
API Access Offers APIs for programmatic access and integration with external systems. |
Provides an open API for partner and customer integrations. | |
|
Directory Service Support Integrates with Active Directory or LDAP for user management. |
No information available | |
|
Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
No information available | |
|
Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Product describes easy import/export in Word/PDF and other formats. | |
|
Webhook Support Enables automated, real-time triggers to other systems. |
No information available | |
|
Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Allows export of reporting and data to third-party tools. | |
|
Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
No information available | |
|
Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Custom field mapping for integrations with other data sources is described. |
Auditability and Reporting
(8 Yes /8 Known /10 Possible features)
|
Comprehensive Audit Trail Tracks all activity associated with policy documents, users, and workflows. |
Tracks and logs all policy and workflow activities as part of auditability. | |
|
Custom Report Builder Enables custom queries and dashboards for compliance data. |
Custom dashboards and reports are available for compliance data review. | |
|
Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Setup allows for automated delivery of scheduled reports. | |
|
Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Reports can be exported to PDF, Excel, CSV. | |
|
Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception and non-compliance reporting is shown in demos. | |
|
Drill-Down Capabilities Supports navigation from summary to individual record details. |
No information available | |
|
Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Interactive and customizable dashboards are available for different user roles. | |
|
Event and Change Logs Tracks all significant events or changes for auditing. |
Event and change logs are part of the audit trail features. | |
|
Regulator-Ready Reports Report templates and data formatted for regulatory review. |
No information available | |
|
Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving controls and logs are included. |
Security and Compliance
(6 Yes /6 Known /10 Possible features)
|
Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
Role-based controls for document visibility, editing, and review are standard. | |
|
End-to-End Encryption Encrypts data at rest and in transit. |
Data encryption at rest and in transit is included. | |
|
Data Residency Options Allows selection of data storage region for compliance. |
Vendor offers cloud hosting with data residency/region options. | |
|
Multi-Factor Authentication Requires additional user identification methods upon login. |
Supports multi-factor authentication for platform access. | |
|
Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
No information available | |
|
Activity Logging and Monitoring Real-time logging of user and admin activities. |
Activity and user operation logging is included for audit and compliance. | |
|
Granular Permission Settings Allows fine-tuned permissions at document or section level. |
No information available | |
|
Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
No information available | |
|
Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
SOC 2, ISO certifications and HIPAA-support are referenced in compliance resource material. | |
|
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)
|
Advanced Search Robust search across all policy text and metadata. |
Advanced full-text and metadata search capabilities are described in platform features. | |
|
Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Taxonomy and custom tagging supported for policy documents. | |
|
Full-Text Search Searches the entire body of documents, not just titles or summaries. |
The search engine parses the full policy content. | |
|
Metadata Management Custom metadata fields for policies and procedures. |
Metadata fields and management described in admin settings. | |
|
Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Document organization supports folders, subfolders, and inheritance. | |
|
Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
No information available | |
|
Document Linking Cross-link related policies and procedures within documents. |
Supports linking between related or referenced policy documents. | |
|
Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Tracks and surfaces review and expiry dates for policies. | |
|
Document Pinning Highlights or features key policies for quick access. |
No information available | |
|
Saved Search Queries Enables users to save frequently used searches. |
No information available |
User Experience and Accessibility
(7 Yes /7 Known /10 Possible features)
|
Intuitive User Interface Simple, easily navigable interface. |
UI is prominently described as intuitive and user-friendly. | |
|
Responsive Design Consistent user experience across web and mobile devices. |
Responsive design ensures usability on mobile/web devices. | |
|
Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
No information available | |
|
Multilingual Support User interfaces and help content in multiple languages. |
Interface and documentation available in multiple languages. | |
|
Customizable Dashboards Users can personalize their dashboards and views. |
Dashboards can be personalized per user and department. | |
|
Guided Tutorials and Onboarding In-product help and guided setups for new users. |
Guided onboarding, tutorials, and in-product help options are available. | |
|
Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
No information available | |
|
In-App Help and Tooltips Contextual help directly within the interface. |
Product shows tooltips and context-aware help in the UI. | |
|
Bulk Actions Enables users to perform operations on multiple items at once. |
No information available | |
|
Custom Branding Option to add company logos and color schemes. |
Allows organizations to incorporate custom logos and color schemes. |
Maintenance, Support, and Scalability
(8 Yes /8 Known /10 Possible features)
|
Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
LogicManager is cloud-based, with options for hosting region and cloud configuration. | |
|
Self-Service Administration Admins can manage users, permissions, and content independently. |
Self-service admin is standard for permissions, users, and documents. | |
|
Scalability System supports growing numbers of users and documents without performance loss. |
LogicManager supports enterprise-scale deployments and large policy volumes. | |
|
Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Disaster recovery procedures, redundancy, and backup mentioned in SLAs. | |
|
99.9% Uptime SLA Guaranteed high availability and uptime. |
No information available | |
|
24x7 Customer Support Continuous support availability. |
Customer support is available 24x7 per LogicManager's website. | |
|
User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
User forums, knowledge base, and FAQ resources are provided. | |
|
Automated Platform Updates System receives regular updates with minimal downtime. |
Platform receives regular updates and maintenance with minimal downtime. | |
|
Custom SLA Options Tailored service level agreements available. |
No information available | |
|
Usage Analytics Monitors system usage for optimization and planning. |
System usage analytics and monitoring available for admins. |
Regulatory Compliance and Industry Alignment
(8 Yes /8 Known /10 Possible features)
|
Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Policy gap analysis and mapping tools shown in insurance and GRC solutions. | |
|
Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Includes tools to map internal policies to external compliance frameworks. | |
|
Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated alerts and workflows incorporate regulatory developments. | |
|
Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-built compliance templates and frameworks for insurance and other regulated sectors. | |
|
Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alerting is included for changes in relevant laws and compliance requirements. | |
|
Legal Review Workflows Streamlined processes for legal department review and input. |
Legal review workflow options described for policy creation and amendments. | |
|
Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention and destruction schedules for documents are configurable according to regulatory requirements. | |
|
Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
No information available | |
|
Evidence Repository Central place to store evidence of compliance activity. |
Centralized, searchable repository for evidence of compliance activities is available. | |
|
Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.