KANBAN: You Believe It?

Your Workflow Just Got a Makeover

After laying the groundwork for effortless compliance, it’s time to bring in the real showstopper: the KANBAN Board.

Hark, compliance champions! Order and efficiency now ride in, cloaked in code and clarity, here to vanquish disorder and streamline your every move. No more lost cases and no more ‘Who’s handling this?’ moments.

Imagine having a visual, intuitive, drag-and-drop system that tells you exactly what’s in backlog, work that’s in progress, cases that need to be reviewed, and what’s done. Wait no more! RapidAML has acquired this power. KANBAN Board is the unsung hero of case management, workflow clarity, and sheer sanity preservation.

We’ve been busy behind the scenes, enhancing RapidAML with powerful new features. Here’s a peek at what’s new!

Don’t miss a move, see who’s working on what and bring the curtain down on disorganised workflows. The next chapter in compliance efficiency begins now!

Drag, Drop, Complete

Move Cases Like Pieces on a Chessboard

Without RapidAML, it Looks Like the Land of Lost Cases

The Case That Vanished Like a Cursed Treasure

A case that was neatly placed in a queue is now nowhere to be found. Cases seem to disappear without a trace, buried under endless lists and scattered records. Finding an urgent case feels like searching for a lost treasure, wasting valuable time and effort.

Lack of Centralised Visibility

Scattered records, inconsistent tracking methods, and an overload of information make retrieval a daily struggle. Analysts spend more time hunting for files than actually working on them. Without a unified view, tracking progress becomes an uphill battle.

The Curse of Forgotten Deadlines

With no centralised tracking, deadlines are easily missed. Tasks that require immediate attention become buried under less pressing matters. Critical cases stagnate, unnoticed, until it’s too late.

The Fog of Uncertainty

No one truly knows which cases are completed and which are still pending. Each member has their own way of tracking progress, creating a fragmented workflow where cases move inconsistently and accountability fades into the background.

The Trial of the Reluctant Transition

Moving a case from KYC to Screening should be seamless, yet it is anything but. Manual approvals, disjointed systems, and endless paperwork slow down the process, making transitions clunky and error-prone.

Confidentiality and Efficiency in Perfect Harmony

Not all information should be accessible to everyone, yet without precise access controls, sensitive details risk being seen by those who shouldn’t have them. Managing permission becomes a constant balancing act between transparency and confidentiality.

Deep Pai

The Tech Nerve

Kanban is not just a tool. It transforms the way you work with a single screen. No cases get lost, and every priority is in its rightful place. Move cases easily between processes, identify roadblocks before they grow, and manage your workflow with ease. This is more than a feature. It’s a revolution in how you manage, track, and complete tasks. It’s time to navigate with precision. Welcome to the new era of efficiency!

One KANBAN, One Screen to See Them All

User-Specific Views

Like a well-curated library, each user sees only the cases relevant to them. Here comes focus and efficiency!

Group Cases by Pathway

Users can align cases into well-defined tracks, whether it’s screening or KYC, avoiding the tangled web of scattered cases.

No Shortcuts for Incomplete Work

If results remain unclear, the case status puts no premature endings, only well-documented conclusions.

Role & Access-Based Visibility

As in any great tale, not every character knows every secret. Define who sees what to maintain structured confidentiality.

Direct Case Access without Detours

Leap into access straight from the Kanban board, bypassing unnecessary steps. Time in compliance is always of the essence.

‘Me Mode’ for a Sharper Focus

A dedicated view to streamline individual workloads, ensuring tasks don’t just sit in the queue, is just a natural progression.

Spot the Stumbling Blocks

Stuck cases slow down the entire realm! Now, see exactly where cases get stuck and track turnaround time. No more cases lost in the dungeon of delays.

The Power to Prioritise

Priorities can change in a flick of a finger. No need to guess which tasks are most urgent. The right cases get attention first.

Shape- Shifting? No, Case Shifting

A case starts as KYC but needs deeper screening? With one swift motion, cases can glide from KYC to Screening. No need for messy transfers or lost files.

What Fortune Do These RapidAML Updates Bring

Better Productivity: Move Cases Quickly, Without Delay

With the addition of the Kanban board and case transitions between KYC and Screening, your team can now process cases with speed. The drag-and-drop functionality and single-screen overview ensure that cases progress swiftly from one stage to the next. Cases that would’ve taken hours of navigation can now be processed in minutes.

Better Visibility: Keep Track of Progress with Fewer Clicks

The Kanban board provides complete transparency into the status of every case. You no longer need to rely on fragmented spreadsheets, email chains, or verbal updates. The visual workflow is easy to follow, with all cases clearly marked by their current status, making it simple to check which tasks need attention.

Better Security: Confidentiality at the Heart of the Process

With the introduction of role-based visibility and specific access controls, we ensure that only the right people see the right information. The new permission system empowers you to define exactly who can view, edit, or move cases, allowing you to keep sensitive information private.

Better Experience: Fewer Roadblocks, More Results

Roadblocks are the productivity killers. Without an easy way to track where cases get stuck, teams often waste time working around unseen obstacles. The new tracking features allow you to pinpoint exactly where delays occur. Whether it’s a case stuck in approval or a missing document, you’ll spot the issue instantly and keep moving forward.

Better Focus: Me Mode for Streamlined Workloads

The new ‘Me Mode ' allows team members to see only their tasks in an organised way. No distraction, no overwhelming amount of information, just the cases that require their attention. This personal view streamlines workflows and eliminates the stress of having to sift through irrelevant tasks, allowing everyone to focus on what they need to do. It’s about making your job easier.

Pathik Shah

The Knowledge Architect

With inefficiencies piling up, the message is clear. Compliance teams need a system that is structured, visual, and intuitive. The answer lies in a Kanban board that brings visibility, control, and movement to case management.

The Next Evolution

Tired of chasing clients for half-filled forms and answers that belong in a riddle content?

Hold that thought. Our next update is about to bring a smarter way to ask the right questions (and actually get the answers). Customized, connected, and crafted to save you time.

Coming soon: The KYC Questionnaire that knows what to ask and when to stop asking.

Procrastination is the Thief of Time

And We’re in the Business of Catching Thieves