Bijection for Financial Services
Four eyes in the change. Not in an inbox.
When an auditor asks who approved an override, the answer is the change itself.
- Limit overrides
- Reconciliation breaks
- Client reviews
- Client onboarding
- Trade corrections
- Regulatory reports
An override approved by email, a break cleared in a spreadsheet, a client file assembled from four systems the week before an audit. The core systems are right; the work around them is where the evidence goes missing.
Bijection reads your core systems without replacing them, and moves the work around them into reviewed changes. A change applies only after a second person approves its exact effects, and the author, inputs, effects and approver are recorded together.
Limit overrides
Starts: A trader requests a temporary limit increase
- The request shows current exposure and the override’s effect.
- A second person approves the exact change.
- The override expires on its own at the end date.
Reconciliation breaks
Starts: The nightly reconciliation finds a difference
- Each break becomes a record with both sides attached.
- An analyst proposes a resolution.
- Clearing it needs a reviewer, and the evidence stays with the break.
Client reviews
Starts: A client’s periodic review is due
- Assemble holdings, agreements and missing documents.
- The review waits for the relationship manager’s sign-off.
- Overdue reviews stay visible until they are signed.
Client onboarding
Starts: A new client signs
- Collect identity documents and agreements.
- Each missing item waits for its owner.
- The account opens once compliance approves.
Trade corrections
Starts: Someone amends a booked trade
- Show the original, the correction and the effect on positions.
- A second person approves.
- The correction is sent to the booking system and recorded.
Regulatory reports
Starts: A reporting deadline approaches
- Assemble the figures from the core systems at one cut-off.
- Each figure keeps its source records.
- The report waits for sign-off before it is submitted.