Leela
Insurance covered-product AML
IA-04
Draft

Control suspicious-activity decisions and records

Requirement

Escalate to the authorized AML reviewer to apply reporting criteria and deadlines. Preserve supporting records and restrict SAR information to permitted recipients; do not disclose SAR existence to the subject or place SAR content in this public application.

Trigger

Event-driven

When facts raise a possible covered-product suspicious-activity report

Action

Escalate to the authorized AML reviewer to apply reporting criteria and deadlines. Preserve supporting records and restrict SAR information to permitted recipients; do not disclose SAR existence to the subject or place SAR content in this public application.

Evidence
  • Restricted case record, filing decision and retention controls

    Controlled record with date, owner, source and review history

Owner

AML compliance officer

Leela can
Human required

A person must do the work; Leela can track it and file the evidence.

A qualified person performs and approves this control; Leela can organize its task and evidence.

Applies

Tell Leela about your company to see whether this applies.

Status
Setup needed

Tell Leela how you handle it today, or hand it over: see what’s next.

What’s next?