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Intapp Policies & Procedures from Intapp

Digital solution for policy management including policy creation, distribution, acknowledgment, and attestation with audit trails and reporting. Supports automated tracking for brokerages’ regulatory policies.

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Product analysis by function

Policy Management Platforms for Compliance

Systems for developing, distributing, and tracking acknowledgment of compliance policies and procedures across the organization.
More Policy Management Platforms More Compliance ...

Policy Creation & Editing
(8 Yes /8 Known /12 Possible features)

Policy Distribution & Communication
(5 Yes /5 Known /10 Possible features)

Acknowledgment & Attestation Tracking
(6 Yes /6 Known /9 Possible features)

Audit & Reporting
(4 Yes /4 Known /9 Possible features)

User Management & Access Control
(5 Yes /5 Known /9 Possible features)

Integrations & APIs
(4 Yes /4 Known /8 Possible features)

Security & Data Protection
(6 Yes /6 Known /8 Possible features)

Search & Retrieval
(5 Yes /5 Known /7 Possible features)

Mobile & Remote Access
(1 Yes /1 Known /7 Possible features)

User Experience & Accessibility
(6 Yes /6 Known /7 Possible features)

Scalability & Performance
(3 Yes /3 Known /7 Possible features)

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Rich Text Editor Ability to create and format policy documents with text styles, images, tables, and links.		Product description and platform screenshots show formatted document creation and editing, including support for images and tables. Rich text editor is referenced.
Template Library Availability of pre-built policy templates for rapid creation and standardization.		The website highlights pre-built policy templates to accelerate policy creation.
Version Control Tracks changes to policy documents, supporting rollbacks and audit trails.		Documentation details audit trails and versioning for regulatory oversight. Indicates rollback and tracking capability.
Policy Review Workflows Customizable approval processes for policy drafts and revisions.		Product marketing specifies customizable approval workflows for review and policy change.
Multi-language Support Ability to author and maintain policies in multiple languages.		No information available
Auto-Save & Drafts Automatically saves progress and supports draft versions for incomplete policies.		Auto-save and draft features are mentioned for in-progress policies.
Policy Cloning & Reuse Ability to copy or re-use existing policies to develop new ones.		Product allows copying and adapting existing policies, as described in product demos.
Policy Expiration & Renewal Supports setting expiration dates and automated reminders for review or renewal.		Expiration dates and renewal notifications are described for ongoing compliance.
Bulk Policy Upload Supports mass uploading of policies and associated attachments.		No information available
Policy Metadata Tagging Allows policy categorization by tagging (department, topic, jurisdiction, etc).		Intapp platform permits tagging and categorization of policies, as shown in UI screenshots.
Maximum Policy Size Maximum size allowed for each policy document.		No information available
Number of Supported Templates Maximum number of templates available in the library.		No information available

Targeted Distribution Ability to assign policies to specific individuals, roles, departments, or locations.		Policies can be targeted to specific users, roles, or groups, per product documentation.
Automated Notifications Sends system notifications or emails upon new policy releases or updates.		Automated notifications and reminders mentioned for policy distribution and acknowledgment.
Integration with HRMS/LDAP Syncs user information and organizational hierarchies for precise distribution.		No information available
Acknowledgment Reminders Automated reminders to employees who have not acknowledged policy receipt.		Platform supports acknowledgment reminder automation, as described in product features.
Multi-Channel Delivery Distributes policies via email, in-platform alerts, mobile, or messaging platforms.		No information available
Policy Access Logging Maintains a record of all instances when users access policy documents.		Access logs are maintained for policy documents as part of the audit trail.
Custom Distribution Scheduling Ability to schedule policy distribution for later date/time.		No information available
Distribution Analytics Reports on reach, open rates, and engagement for distributed policies.		Distribution analytics such as reach and engagement are part of reporting and compliance dashboards.
Bulk Distribution Supports simultaneous delivery to large user populations.		No information available
Maximum Distribution Groups Maximum number of distinct user groups that can receive unique policies.		No information available

Electronic Signature Support Enables sign-off on policies via legally recognized electronic signatures.		Electronic signature/attestation is highlighted for compliance with regulatory requirements.
Time-Stamped Attestation Records the exact date and time of acknowledgment for each user.		Time-stamped acknowledgment for audit purposes is a standard Intapp feature.
One-Click Acknowledgment Simple interface for recipients to attest to reading and understanding policies.		Platform offers simple one-click acknowledgment interfaces.
Quiz & Comprehension Checks Requires recipients to answer questions or complete a quiz before acknowledging.		Quiz and comprehension checks are included for attestation processes, per specifications for regulated industries.
Bulk Attestation Reports Create reports on overall acknowledgment status across the organization.		Bulk attestation reporting is part of compliance dashboards.
Manager Override/Acknowledge for Teams Managers can acknowledge policies on behalf of absent team members.		No information available
Non-Attestation Escalation Automated escalation process for overdue acknowledgments (e.g., to supervisors).		Overdue attestation escalation is mentioned as an automated compliance measure.
Minimum Required Question Score Minimum passing score on quizzes for acknowledgment to count.		No information available
Maximum Users Supported in Attestations Largest number of users who can acknowledge a single policy.		No information available

Real-Time Compliance Dashboard Dynamic dashboard showcasing key compliance KPIs and policy status.		Live compliance dashboard is referenced in product screenshots and feature list.
Exportable Audit Logs Allows export of detailed user- and policy-level audit logs for external review.		Audit logs are exportable for external review, per compliance documentation.
Customizable Reports Flexible report builder for custom queries, charts, and scheduled deliveries.		Custom and scheduled reports can be generated through the reporting interface.
Automated Regulatory Reports Templates and automation for periodic regulatory/compliance submissions.		No information available
Drill-Down Analytics Ability to investigate compliance issues down to the user, policy, or timestamp level.		Drill-down analytics available in compliance dashboards for user/policy-level review.
Rule-Based Incident Flags Automatically flags missed, overdue, or non-standard acknowledgments.		No information available
Storage Duration for Audit Data Maximum period audit logs and reports are retained.		No information available
Report Generation Speed Average time taken to generate an organizational report.		No information available
Number of Standard Reports Number of pre-built report templates included.		No information available

Role-Based Access Control Restricts features and policy access according to assigned user roles.		Role-based access is standard for compliance policy distribution and admin controls.
Single Sign-On (SSO) Integration with SSO providers for seamless secure authentication.		Single sign-on supported, as confirmed on vendor integration page.
Fine-Grained Permissions Detailed privilege structure for administrators, editors, viewers, etc.		Granular permissions for roles and policy access are available as described in user management.
Multi-Factor Authentication Supports multiple layers of authentication for added security.		Multi-factor authentication (MFA) is supported natively or via SSO integrations.
User Provisioning API APIs for automatic onboarding/offboarding using internal systems.		API documentation mentions user provisioning endpoints for onboarding/offboarding.
User Limits per Tier Maximum supported users per subscription or deployment tier.		No information available
Session Timeout Configuration Configurable session duration and idle timeouts for enhanced security.		No information available
User Impersonation for Auditing Allows supervisors or auditors to view the platform as a specific user.		No information available
De-provisioning Audit Alerts Alerts when user accounts are disabled or removed.		No information available

REST API Access Provides a secure REST API for system integration and automation.		REST API access is explicitly covered for integration with other systems.
Integration with Document Management Systems Direct links to popular DMS (SharePoint, Box, Google Drive, etc).		Integration with external document management systems (SharePoint, Box, etc.) is referenced in product integrations.
HRMS/ERP Integration Synchronizes user/job data with HR and ERP platforms.		Integration with HR and ERP systems is available for user and job data synchronization.
Webhook Support Send real-time event notifications to external systems.		No information available
Active Directory/LDAP Integration Supports AD/LDAP directory for authentication and user management.		Active Directory/LDAP integration is referenced in security and identity management capability.
Custom Integration Marketplace Availability of ready-made connectors/integrations for popular tools.		No information available
API Rate Limit Maximum number of API requests per minute.		No information available
Number of Standard Integrations Number of pre-built connectors offered out-of-the-box.		No information available

Encryption At Rest and In Transit Data encrypted both in storage and during transfers between client and server.		Platform implements encryption at rest and in transit, stated in security documentation.
Custom Data Retention Policies Configurable data retention and deletion schedules per compliance needs.		Custom data retention policies are configurable to meet regulatory requirements.
Data Residency Options Lets organizations choose where data is stored (e.g., US, EU, APAC).		The vendor offers data residency options (e.g., US/EU hosting) for compliance.
Audit Trail Tamper Protection Ensures audit logs cannot be altered or deleted.		Audit trail is protected and tamper-evident as described under audit/compliance functions.
Regular Penetration Testing Commitment to external/internal system penetration tests.		Security FAQ cites regular penetration testing via internal and external parties.
Compliance Certifications Verified audits for industry standards like ISO 27001, SOC2, etc.		SOC 2, ISO 27001, and other certifications indicated in vendor trust and security documentation.
Incident Response Time Maximum time guaranteed for initial incident response.		No information available
Backup Frequency Frequency of automated data backups.		No information available

Full-Text Search Free-form text search across all policies and attachments.		Full-text search is supported, described in both documentation and product interface.
Metadata-Based Filtering Filter policies by tags, department, effective date, etc.		Metadata-based filtering enables users to filter by policy tags or attributes.
Saved Searches Save common search queries for faster repeated access.		Saved search queries are supported for repeated access.
Search Result Exporting Export selected search results to CSV, Excel, or PDF.		No information available
Advanced Query Builder Create complex search queries using Boolean operators.		Advanced search queries are part of the platform search interface.
Policy Access Analytics Track popularity and access frequency per policy.		Analytics for document access frequency is included.
Maximum Search Result Count Maximum number of results that can be displayed or exported per query.		No information available

Responsive Web Interface Optimized policy platform interface for smartphones and tablets.		Responsive interface is described for desktop, tablet, and mobile browsers.
Native Mobile Apps Platforms offer iOS and Android apps for mobile access.		No information available
Mobile Push Notifications Instant notifications for new or updated policies on mobile devices.		No information available
Offline Policy Access Download policies for review and acknowledgment even when offline.		No information available
Mobile Device Management Integrations Integrates with MDM tools for secure remote access.		No information available
Mobile Attestation Capabilities Users can acknowledge policies directly through mobile apps.		No information available
Maximum Supported Mobile Devices Number of unique mobile devices that can be connected per user.		No information available

WCAG/ADA Accessibility Compliance Adherence to web content accessibility guidelines for disabled users.		Platform is described as having accessibility compliance according to WCAG standards.
Personalized Dashboards Users can customize their own dashboards and views.		Users can create personalized dashboards and saved views.
Onboarding Guided Tours Built-in step-by-step tutorials for new users.		Guided onboarding is provided for new users, according to the support knowledge base.
Multiple Language UI User interface is available in multiple languages.		Interface is offered in several languages for global usage.
Custom Branding Add company logos and themes to align with brand standards.		Custom branding of portal and documents is referenced.
Contextual Help and Tooltips Assistance and guidance embedded within the platform.		In-product help and tooltips are shown in onboarding guides and interface descriptions.
Minimum Supported Screen Readers List of officially supported screen readers for accessibility.		No information available

Horizontal Scalability Supports addition of servers/resources to accommodate more users.		Cloud-native platform auto-scales for more users/resources.
Cloud-based Deployment Platform is available as a managed cloud service (SaaS).		Intapp offers SaaS cloud deployment.
Uptime SLA Guaranteed minimum platform availability.		No information available
Concurrent User Capacity Maximum number of users supported simultaneously without performance degradation.		No information available
Average Response Time Mean time for key platform actions (search, acknowledgment, etc.) to complete.		No information available
Data Migration Assistance Tools/services provided for migrating legacy policies into the platform.		Data migration tools and assistance are available for onboarding legacy policy documents.
Disaster Recovery RTO Recovery Time Objective after a major system failure.		No information available

Intapp Policies & Procedures from Intapp

Product analysis by function

Policy Management Platforms for Compliance

Policy Creation & Editing (8 Yes /8 Known /12 Possible features)

Policy Distribution & Communication (5 Yes /5 Known /10 Possible features)

Acknowledgment & Attestation Tracking (6 Yes /6 Known /9 Possible features)

Audit & Reporting (4 Yes /4 Known /9 Possible features)

User Management & Access Control (5 Yes /5 Known /9 Possible features)

Integrations & APIs (4 Yes /4 Known /8 Possible features)

Security & Data Protection (6 Yes /6 Known /8 Possible features)

Search & Retrieval (5 Yes /5 Known /7 Possible features)

Mobile & Remote Access (1 Yes /1 Known /7 Possible features)

User Experience & Accessibility (6 Yes /6 Known /7 Possible features)

Scalability & Performance (3 Yes /3 Known /7 Possible features)