Rathbones
Compliance MI Pack Assistant

Pack Register

A single view of every monthly compliance pack — Draft, In Review, Approved. Rules-based KRIs, AI-drafted narrative, locked PDF on approval, full audit trail.

Total
1
Draft
0
In Review
0
Approved
1
Overdue
0
Awaiting Approval
0
Reporting Month Owner Due Date Status Created
May 2026 ComplianceOfficer 15 May 2026 Approved 05 May 2026 19:39 UTC Open →

Showing 1 pack.

Recent Notifications

Stubbed for the prototype — in production these are sent to Microsoft Teams (Adaptive Cards) or via email.

4 of last 8