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Agency Governance
Topic
Agency Governance
Browse Compliance Monitor guides related to agency governance.
01
Use CMP / Client Money tracking
Manage the end-to-end intake, review, approval and evidence lifecycle for client money protection evidence.
02
Upload CMP / Client Money evidence
Create a document-intake record for client money protection evidence and attach it to the correct linked entity.
03
Parse CMP / Client Money evidence
Run the module extraction step and inspect values detected from the uploaded client money protection evidence.
04
Review and edit CMP / Client Money details
Verify extracted fields, correct errors and save a review before approval.
05
Approve a CMP / Client Money compliance record
Convert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.
06
Open the CMP / Client Money PDF record
Open or generate the system PDF for an approved CMP / Client Money record and distinguish it from original evidence.
07
Delete CMP / Client Money intake evidence safely
Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.
08
Use HMRC / MTD tracking
Manage the end-to-end intake, review, approval and evidence lifecycle for HMRC or Making Tax Digital evidence.
09
Upload HMRC / MTD evidence
Create a document-intake record for HMRC or Making Tax Digital evidence and attach it to the correct linked entity.
10
Parse HMRC / MTD evidence
Run the module extraction step and inspect values detected from the uploaded HMRC or Making Tax Digital evidence.
11
Review and edit HMRC / MTD details
Verify extracted fields, correct errors and save a review before approval.
12
Approve a HMRC / MTD compliance record
Convert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.
13
Open the HMRC / MTD PDF record
Open or generate the system PDF for an approved HMRC / MTD record and distinguish it from original evidence.
14
Delete HMRC / MTD intake evidence safely
Use the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.
15
Use the AML / KYC intake workspace
Manage tenant selection, multi-file evidence, OCR, review, manual credit checks, approval, notification and PDF evidence.
16
Upload AML / KYC evidence
Create a multi-file intake for identity, address, credit or due-diligence evidence.
17
Parse AML / KYC evidence
Extract reviewable identity and compliance details from the uploaded evidence bundle.
18
Review an AML / KYC intake
Verify identity, address, document validity, risk context and evidence bundle before approval.
19
Attach additional AML / KYC evidence
Add supporting files during review while preserving the original intake bundle.
20
Record a manual AML credit check
Save a structured manual credit-check result against the AML intake.
21
Approve an AML / KYC record
Create the approved compliance record after evidence, review and required checks are complete.
22
Send an AML / KYC notification
Send the approved AML/KYC record through the supported notification workflow.
23
Generate an AML / KYC PDF
Create the approved AML/KYC evidence PDF and open it through the supported route.
24
Open an AML / KYC notification PDF
Open the PDF generated for a specific AML/KYC notification log.
25
Delete AML / KYC evidence safely
Remove an incorrect intake or document without erasing the wrong approved compliance history.
26
Use the AML / KYC and sanctions audit
Review AML, KYC, manual credit-check and sanctions evidence from the financial audit workspace.
27
Use the Redress Scheme Membership register
Track redress provider, scheme, membership reference and dates as a live governance record with evidence and audit history.
28
Review and update Redress Scheme Membership
Edit the governance record, evidence references and review timing before approval.
29
Approve and open the Redress Scheme Membership PDF
Approve the verified governance record and open its generated evidence PDF.
30
Use the ICO Data Protection Fee / Registration register
Track ICO registration status, reference, issue, expiry and review dates as a live governance record with evidence and audit history.
31
Review and update ICO Data Protection Fee / Registration
Edit the governance record, evidence references and review timing before approval.
32
Approve and open the ICO Data Protection Fee / Registration PDF
Approve the verified governance record and open its generated evidence PDF.
33
Use the Estate Agency AML Supervision register
Track supervisory authority, registration, status, evidence and renewal dates as a live governance record with evidence and audit history.
34
Review and update Estate Agency AML Supervision
Edit the governance record, evidence references and review timing before approval.
35
Approve and open the Estate Agency AML Supervision PDF
Approve the verified governance record and open its generated evidence PDF.
36
Use the Landlord Ombudsman register
Track ombudsman or scheme status, references, evidence and review dates as a live governance record with evidence and audit history.
37
Review and update Landlord Ombudsman
Edit the governance record, evidence references and review timing before approval.
38
Approve and open the Landlord Ombudsman PDF
Approve the verified governance record and open its generated evidence PDF.
39
Use the Material Information register
Track governance position, authority guidance, phase gate, enforcement date and evidence as a live governance record with evidence and audit history.
40
Review and update Material Information
Edit the governance record, evidence references and review timing before approval.
41
Approve and open the Material Information PDF
Approve the verified governance record and open its generated evidence PDF.
42
Use financial sanctions checks
Review the financial-sanctions compliance workspace alongside AML/KYC evidence and audit records.
43
Use the legal governance register
Manage the shared governance register for redress, ICO, AML supervision, ombudsman and material-information obligations.
44
Use the financial audit workspace
Review AML/KYC, sanctions, CMP, client money, redress, ICO and estate-agency AML audit views.
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