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Platform · Automated control testing

Every control, tested against every record in the period.

Automated control testing runs each of your controls against the full population of accounts and transactions, not a sample, and lists every exception against the record that caused it. The result is signed, so your examiner, your bank or your auditor can check it.

The problem it removes

A sample can only speak for itself

  • Sample-based testing pulls twenty-five or sixty items and extrapolates. It can't say which of the records it didn't pull have a problem.
  • Testing by hand is slow, so it happens once a year, and a control that broke in March is found the following spring.
  • When the data behind a test is incomplete, a sample can quietly pass anyway.

What you see

An exception list, not a percentage

Each run produces a result per control: how many records were in scope, how many were tested, which failed, and why. A record that could not be tested because data was missing is reported as missing, never as a pass.

Control CDD-04 · Beneficial ownership collected before account openingSample data
PeriodIn scopeTestedExceptionsData gaps
Q2 202648,21248,1903722
AccountOpenedResultRule
AC-0419-88122026-04-19Exception ownership recorded 6 days after opening31 CFR 1010.230
AC-0502-11772026-05-02Exception no controller identified31 CFR 1010.230
AC-0611-00932026-06-11Data gap entity type field emptyn/a
AC-0614-44102026-06-14Pass31 CFR 1010.230

Illustrative example with invented accounts. Every exception links to the record, the rule and the test that produced it.

How it works

Map, check the data, test, sign

  1. Map. Each control is tied to the requirements it satisfies in your regulatory inventory, so a test result says which rule it speaks to.
  2. Check the data. The exports your systems already produce are checked for completeness before any test runs.
  3. Test. Written rules test every record in the period. The same data gives the same result every time.
  4. Review and sign. A practitioner reviews the exceptions, decides the ones that need judgment, and signs the run.

Each run is a point-in-time assessment, repeated on the schedule you set, quarterly or monthly.

Guardrails

What it will never do

  • It doesn't watch your controls around the clock. It tests them on a schedule, and says so.
  • It doesn't test controls we built or fixed for you. That independence is checked before any engagement.

Where it shows up

The work this part does for you

Plain English

What this is, and how anyone does it

Reference articles from our library, cited to the published rules and standards. No sales copy.

Connected parts

What it works with

See the whole platform

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