Reducing Time To Approval

Uploading your SOA to SARA from the Projects App:

As an adviser, you want your SOA to be compliant, but you also don’t want it siting in the compliance managers queue for days on end.

To help you reduce the time to approval, we have upgraded the Projects App to allow you to send your SOA directly to SARA for review.

In the SOA Details Page, you will now see a new ‘Send to SARA’ button.

Once you click on the button, the SARA popup will appear.

Follow the steps to upload your SOA and send to SARA for review.

Once sent, SARA will pick up the document and create an index in our vector database. SARA will also automate the compliance check prompts on your SOA.

Once all workflows are completed, your Compliance Manager will be notified that there is a new SOA ready for checking.

As the heavy lifting of the SOA Review has already been done by SARA, your Compliance Manager can simply review the responses and cross check with the SOA and supporting docs to build your Compliance Report in the SARA Report Builder.

Want to give it a go for yourself? Try SARA now. If you already have a login, you can access SARA from your iC2 Apps Menu.