How does Canarie automate policy reviews?

Canarie generates review tasks based on each policy's defined frequency, assigns owners, sends reminders, and captures attestations. All automatically.

Can regulatory changes trigger policy reviews?

Yes. Canarie can link regulatory changes to affected policies, triggering off-cycle reviews when requirements change.

How are attestations captured?

Digital attestations are captured with timestamps, user identification, and can include custom attestation language.

Workflow Automation

Policy Review Workflows

Policy reviews are a cornerstone of compliance programs, yet most institutions still track them in spreadsheets. Canarie transforms policy reviews into automated workflows with scheduled cycles, clear ownership, automated reminders, and complete attestation capture.

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Trigger

Scheduled (annual, semi-annual, or custom frequency)

Roles Involved

Policy OwnerCompliance OfficerDepartment HeadExecutive Sponsor

Workflow Steps

Policy review task created based on schedule

Owner notified with review instructions

Policy document accessed and reviewed

Updates made and documented

Attestation captured with digital signature

Evidence package created automatically

Automation Features

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

Automated scheduling based on policy frequency

Owner assignment with backup escalation

Reminder sequences until completion

Regulatory change triggers for off-cycle reviews

Version tracking and change documentation

Digital attestation capture

Why Automate Policy Review 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

Related Workflows

Attestation Workflows

Capture digital attestations with automated assignment, tracking, and evidence preservation.

Regulatory Change Workflows

Manage regulatory changes from identification through implementation with structured workflows.

Automate Your Policy Review Workflows

See how leading institutions automate compliance workflows with confidence.