Develop an Integrated Board and Disbursement (B&D) module that automates the request, approval, review and downstream exception/tickler/notification process. The module provides the user profiles, statuses of pending and submitted requests, detailed service level reporting and ad hoc reporting.
Corp IPQ lets Fidelity create an Investment proposal for new investment account for Corporations or Update/Review the existing investor profile as part of Annual Strategic Review or an Off-Cycle review. It allowed consolidating the Corp IPQ process into one data collection, scoring, proposal flow and improved the solution to avoid manual processing where possible.
Project 1: Research, Evaluate and Recommend a BPMS platform to use across various Tax Transformation initiatives. Evaluated Kofax TotalAgility, AgilePoint, K2 BlackPearl and created PoCs. Project 2: TACOMA provides corporate compliance engagement teams with real-time visibility into the status of their work throughout the life of the engagement and provides a breakdown of work by [...]