Workflow Automation

NYHigh Complexity

Evidence Collection Workflows for New York

Systematically collect and organize compliance evidence for examinations and audits. Tailored for financial institutions operating in New York.

More for New York

New York Regulatory Environment

Financial institutions executing evidence collection workflows in New York navigate specific state requirements:

NYDFS oversight and examination
Cybersecurity regulation (23 NYCRR 500)
BitLicense for crypto
Active enforcement
Industry-leading standards

Trigger

Continuous (automatic) and on-demand collection

Roles Involved

Compliance ManagerCompliance AnalystDepartment StaffInternal Audit

Workflow Steps for NY

1
Evidence requirements defined by regulation
2
Automatic capture as work is completed
3
Evidence organized by category
4
Gaps identified and flagged
5
Collection requests for missing evidence
6
Evidence package compilation
7
Export in examiner-ready formats

Automation Features for NY

Canarie automates evidence collection workflows for New York institutions with state-specific considerations built in.

Automatic evidence capture from workflows
Regulation-based evidence organization
Gap identification and alerts
Evidence request workflows
One-click package compilation
Multiple export formats

Why NY Institutions Automate Evidence Collection Workflows

State-Aware Scheduling

Workflows scheduled based on both federal and NY requirements.

Dual-Purpose Evidence

Evidence captured for both state and federal examiner expectations.

Always Exam-Ready

Export evidence packages for NY examiners anytime.

Frequently Asked Questions

Automate Your Evidence Collection Workflows in New York

See how NY institutions automate compliance workflows with confidence.