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Monitoring & alerts
Controlled decisioning
Bring operational, transaction and relationship changes into prioritised review queues, with ownership and resolution recorded against the affected account.
Part of Risk & Compliance
Surface operational, transaction and relationship signals that require investigation.
01
More complete applications before review
02
Consistent checks and decision criteria
03
Clear evidence behind approvals and exceptions
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Configurable thresholds and signal rules
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Prioritised alerts with merchant context
03
Assignment, investigation and escalation
04
Resolution, suppression and trend reporting
Built for day-to-day operations
Keep monitoring & alerts activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current monitoring & alerts process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Underwriters
Risk and compliance teams
Operational reviewers
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Monitoring & alerts works with the same merchant, partner, communication and reporting records used across risk & compliance and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value monitoring & alerts journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Risk & Compliance
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.