Enables internal audit teams to manage planning, fieldwork, reviews, and reporting, linking audits to enterprise risks and compliance obligations, and supporting regulatory insurance frameworks.
Applications that plan, conduct, document, and report on internal audits, helping identify compliance gaps and control weaknesses.
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Risk-based Planning Allows audits to be prioritized and planned based on risk assessment. |
SAI360 promotes risk-based audit planning and links audits to enterprise risk as per product description. | |
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Template Library Availability of predefined audit templates tailored for insurance compliance. |
Product mentions a library of best-practice templates as part of the planning process. | |
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Customizable Checklists Ability to create and modify checklists to fit specific audit needs. |
Product supports customization of checklists for audit fieldwork per solution page. | |
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Automated Scheduling Capability to automate audit scheduling and send reminders. |
Automated scheduling and reminders are included in workflow features cited in product documentation. | |
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Recurring Audit Support Supports definition and automatic creation of recurring audits. |
Recurring audit setup is specifically mentioned in documentation and solution overviews. | |
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Resource Allocation Assigns auditors and other resources according to skill and availability. |
Resource and team allocation by skill and availability referenced in product literature. | |
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Calendar Integration Integrates with external calendars (Outlook, Google) for event synchronization. |
No information available | |
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Scope Definition Helps define audit scope, objectives, and stakeholders. |
Scope, objectives, and stakeholders can be defined as part of SAI360 audit planning tools. | |
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Document Attachment Allows attaching relevant planning documents to each audit record. |
Product allows attaching supporting documentation to each audit. | |
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Approval Workflow Implements multi-level approval process for audit plans. |
Audit plan approval workflows are referenced in the product site. | |
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Audit Universe Management Supports maintaining an inventory of auditable entities. |
Audit universe (complete inventory of entities) management features are described on capabilities page. |
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Mobile Access Allows auditors to conduct audits via mobile apps or responsive web interfaces. |
SAI360 is accessible via browser and supports mobile responsive web access. | |
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Offline Mode Provides ability to continue fieldwork when disconnected from the internet. |
No information available | |
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Task Assignment Assigns procedures and tasks to specific team members. |
Supports task assignment to team members for audit tasks. | |
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Evidence Collection Captures and stores evidence files (docs, photos, audio) with traceability to requirements. |
Evidence file attachment and traceability are core functionality. | |
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Real-Time Collaboration Enables multiple auditors to work simultaneously and share notes/evidence. |
Allows multiple auditors to collaborate in real-time; feature mentioned on solution page. | |
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Version Control Manages and tracks document and finding versions. |
Support for version control of documents and audit findings in audit lifecycle. | |
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Audit Trail Automatically logs all actions taken during the audit process. |
Audit trail logging all actions is a standard GRC feature offered. | |
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Pre-populated Data Imports relevant data and controls from risk/compliance systems to pre-fill fields. |
Pre-population of fields using integration with risk/compliance data sources is discussed. | |
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Checklists and Scoring Supports dynamic, scored checklists for objective assessments. |
Dynamic checklists and scoring are supported for audit assessment. | |
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Time Tracking Records hours spent by auditors on tasks or audits. |
No information available | |
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Status Monitoring Visual dashboards for tracking audit progress. |
Dashboards for status/progress monitoring available for audit teams. |
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Automated Notifications Sends reminders and alerts for tasks, approvals, or deadlines. |
Automated notifications and reminders covered under workflow automation. | |
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Customizable Workflows Ability to configure workflows to match organizational processes. |
Supports configurable workflows for diverse audit and compliance processes. | |
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Approval Routing Automatically routes findings, reports, and action items to appropriate approvers. |
Automates approval routing for findings and reports to responsible parties. | |
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Escalation Management Escalates overdue tasks or unresolved issues automatically. |
Escalates overdue tasks or findings automatically. Workflow documentation confirms. | |
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Integration with Task Management Connects with external tools (e.g., Jira, ServiceNow) for task tracking. |
Integration available with ticketing and task platforms (e.g., Jira) as mentioned in API documentation. | |
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Conditional Logic Automates tasks or notifications based on field values or findings. |
Conditional logic for workflows and notifications supported as part of configuration. | |
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Role-Based Workflow Permissions Enforces permissions and responsibilities according to user roles. |
Role-based workflow permissions available per RBAC features. | |
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Bulk Processing Supports batch closure or review of multiple items. |
Bulk processing capabilities referenced under audit closure and findings review. |
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Root Cause Analysis Facilitates systematic evaluation of underlying reasons for findings. |
Facilitates root cause analysis and remediation within audit findings process. | |
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Automated Action Plans Automatically generates suggested actions based on findings. |
Automated generation of action plans is explicitly stated in feature list. | |
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Assignment and Accountability Assigns action items to owners and tracks accountability. |
Assignment of findings and accountability are tracked in audit closure workflows. | |
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Automated Reminders Sends alerts until findings/action items are resolved. |
Automated reminders for open action items are standard. | |
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Follow-up Scheduling Schedules and tracks follow-up audits or reviews. |
Allows scheduling and tracking of follow-up audits per finding/action. | |
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Closure Verification Requires evidence and verification before action items are closed. |
Product provides workflow enforcement for closure verification, including evidence requirements. | |
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Prioritization & Severity Rating Rates findings based on impact and urgency. |
Prioritization and severity/impact ratings configurable for findings. | |
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Ageing Reports Tracks outstanding items by duration to support timely closure. |
Ageing and outstanding findings reports available for audit managers. | |
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Link to Policies and Controls Connects findings to specific controls or policies violated. |
Findings can be linked to breached controls/policies; part of compliance mapping. |
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Customizable Dashboards Create tailored dashboards for different users or departments. |
Users can configure multiple custom dashboards for various reporting audiences. | |
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Pre-built Report Templates Provides a library of standard audit, compliance, and executive reports. |
SAI360 includes pre-built templates covering industry and regulatory best practices. | |
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Ad Hoc Reporting Allows users to build custom reports as required. |
Ad hoc/custom report building available through the reporting module. | |
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Real-Time Data Refresh Reports and dashboards update instantly as new data arrives. |
Reports and dashboards update in real time as data changes; described as live dashboards. | |
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Graphical Visualizations Supports charts, graphs, heatmaps, and other visual tools for insights. |
Product features interactive data visualizations, graphs, and other insights tools. | |
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Benchmarking Analytics Enables comparison across units/timeframes for trends and best practices. |
Benchmark analytics allows organizational and trend comparison. | |
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KPI Tracking Tracks key audit and compliance metrics such as time to close findings. |
KPI tracking available; e.g., time to close findings, audit completion rates. | |
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Export Options Export data and reports in various formats (PDF, Excel, CSV). |
Exports to Excel, CSV, PDF, etc. described in reporting section. | |
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Distribution Lists Automates regular report sharing with customizable recipient lists. |
Distribution lists for automated report circulation described. |
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Compliance Libraries Up-to-date catalog of insurance regulations and standards (NAIC, SOX, GDPR, etc.). |
Provides regulatory libraries for NAIC, SOX, GDPR and insurance frameworks. | |
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Regulation Mapping Links audit procedures and controls to regulatory requirements. |
Audit procedures and controls are mapped to regulatory requirements in compliance module. | |
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Automated Updates System updates regulations as new rules are released. |
Automated regulatory updates as rules change is a listed capability. | |
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Compliance Gap Analysis Identifies policy/process gaps relative to regulations. |
Compliance gap analysis functionality for process/policy reviews provided. | |
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Policy Attestation Supports collection and management of compliance attestations. |
Attestation management for compliance supported; users can sign policies/compliance items. | |
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Compliance Calendar Central calendar of external compliance requirements and deadlines. |
Compliance calendar for external regulatory obligations and deadlines referenced. | |
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Automated Evidence Capture Links and stores evidence against each regulatory requirement. |
Automated capture and association of evidence to regulatory requirements supported. | |
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Third-party Compliance Monitoring Monitors vendor and partner compliance. |
Vendor/partner compliance monitoring included in SAI360's risk/compliance suite. | |
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Legal Hold Management Implements and enforces legal holds when required. |
Legal hold process management supported in SAI360 legal/compliance workflows. |
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Role-Based Access Control Allows granular permissions management per user/role. |
Robust RBAC is a marketed feature—access controls on a user/role basis. | |
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Single Sign-On (SSO) Integrates with leading SSO providers (Okta, Azure AD, etc.). |
SSO integration with Okta, Azure AD, etc. is explicitly supported. | |
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Multi-Factor Authentication (MFA) Requires additional authentication factors for access. |
Multi-factor authentication (MFA) available per security features list. | |
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Audit Log Tracks all user activities for security and compliance. |
Full audit log feature for user actions, per compliance overview. | |
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Data Encryption Encrypts sensitive audit, legal, and compliance data at rest and in transit. |
Data encryption at rest and in transit is SOC2/ISO compliant, detailed in security documentation. | |
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User Provisioning/Deprovisioning Automates account creation and removal. |
User account provisioning/deprovisioning is automated, per IT/infrastructure doc. | |
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Segregation of Duties Prevents conflicts of interest via permission rules. |
Segregation of duties managed by configurable permissions, per security features. | |
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IP Whitelisting Restricts access by IP for enhanced security. |
IP allowlisting (whitelisting) for system access available for security/hardening. | |
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Session Timeout Enforces automatic logouts on inactivity. |
Session timeouts are configurable in security administration guides. |
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RESTful API Support Allows system integration through standard APIs. |
Documented RESTful API for integration available. | |
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Prebuilt Connectors Out-of-the-box integrations with ERP, GRC, HRM, claims platforms, etc. |
Prebuilt connectors for ERP, HRM, and other systems are available. | |
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Custom Integration Support Ability to connect with proprietary or legacy systems. |
Custom integrations with legacy/proprietary systems can be configured per documentation. | |
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Data Import/Export Enables bulk data upload and download capabilities. |
Bulk data import/export features for onboarding, migration and analytics. | |
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Webhooks Support for event-driven integrations with external applications. |
Webhooks for automated notifications and integrations supported. | |
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Single Data Model Ensures consistent data structure across API and interface. |
Single data model for API/interface ensures consistent integration. | |
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Batch Processing Handles high-volume data exchange efficiently. |
Product describes batch processing for high-volume data exchange. |
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Custom Fields Add or modify fields to capture organization-specific data. |
Custom fields can be added/modified for organizational needs. | |
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Configurable Workflows Modify or design workflows without needing code changes. |
Workflows are highly configurable by business users without coding. | |
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White-Labeling Brand the interface with logos, colors, and organization identity. |
Branding and white-labeling are supported in interface setup. | |
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Localization/Internationalization Supports multiple languages, formats, and currencies. |
SAI360 is localized/multilingual and supports multiple currencies and date formats. | |
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User-defined Roles Create custom user roles and permissions. |
User-defined custom roles and permissions supported in admin panel. | |
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Extensible Reporting Add custom reports and visualizations. |
Extensible and custom reporting/dashboarding capabilities. | |
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Form Designer Design audit forms to match organizational requirements. |
Visual form designer for custom audit fields and intake forms. |
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Concurrent User Capacity Number of users that can access the platform simultaneously. |
No information available | |
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Audit Volume Handling Capacity to manage large numbers of concurrent audits. |
No information available | |
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Response Time SLA Average maximum response times for user actions. |
No information available | |
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Data Storage Limits Maximum data stored or processed. |
No information available | |
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Uptime Guarantee Percentage uptime commitment for the platform. |
No information available |
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24/7 Support Availability Provides round-the-clock technical and user support. |
24/7 global support coverage described for enterprise subscribers. | |
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Dedicated Account Manager Point-of-contact for account and service issues. |
Dedicated account management available for enterprise clients. | |
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Training Materials & E-learning Comprehensive user guides, videos, and tutorials. |
Training materials, e-learning, and user guides included in onboarding. | |
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Onboarding Assistance Personalized help during setup and rollout. |
Onboarding assistance is delivered via professional services and support team. | |
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Knowledge Base Searchable library of FAQs, troubleshooting, and best practice articles. |
Searchable online knowledge base and FAQ documented. | |
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Community Forums Access to user discussion and Q&A forums. |
Community forums available for customers for Q&A and best practices. | |
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Product Roadmap Transparency Regular updates on new features and product changes. |
Product roadmap and release info made available to clients. |
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