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Manual Exception Reporting vs. Automated Alerts

What are the tradeoffs between manual and automated exception reporting workflows?

Manual exception reports are typically pulled from a bank's core system and manipulated in Microsoft Excel. Although no additional software is required, this approach can be inefficient, time-consuming, and lead to data oversights. By contrast, some exception management systems automate the exception reporting workflow and automatically send users daily or weekly exception reports with no manual data entry.

Continue reading about exception management.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 10/04/2020

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