The office·Finance & insurance·The decisions that stay licensed
The tool can read the file. A person owns the decision.
On the call, we would ask
- Which decisions in your work require a licensed or accountable person by rule?
- Has a tool you have seen offered a recommendation on one of them?
- How would a regulator or an auditor see the tool's role in a file?
- Who owns the line inside the firm?
Learn it: free lessons
Also under Finance & insurance
- Documents in: statements, applications, claims
- The file, summarised for the decider
- Service questions, answered from the record
- The decisions that stay licensed
