Workflow Automation

Exam Preparation Workflows

Regulatory examinations shouldn't require weeks of preparation. Canarie transforms exam prep through continuous evidence capture, organized documentation, and streamlined examiner request handling.

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Trigger

Examination notification or scheduled preparation period

Roles Involved

Chief Compliance OfficerCompliance ManagerDepartment HeadsExecutive Team

Workflow Steps

1
Examination scope and timeline established
2
Evidence inventory and gap assessment
3
Collection tasks for missing evidence
4
Examiner request tracking initiated
5
Evidence package compilation
6
Request response and tracking
7
Exit meeting preparation

Automation Features

Canarie automates these workflows so your team can focus on execution, not administration.

Exam timeline management
Evidence gap assessment
Automated evidence packaging
Examiner request tracking
Response deadline management
Finding remediation tracking

Why Automate Exam Preparation Workflows?

Save Time

Eliminate manual tracking, reminders, and status updates.

Capture Evidence

Evidence is captured automatically as work is completed.

Nothing Falls Through

Automated scheduling ensures nothing gets missed.

Frequently Asked Questions

Automate Your Exam Preparation Workflows

See how leading institutions automate compliance workflows with confidence.