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Asset Management
Trade Error Resolution Workflow
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Manual trade error identification, escalation, and resolution with no standardized process or tracking.
Solution
Implement trade error management system in Salesforce with automated error detection, workflow-driven resolution, and compliance reporting.
Key Outcomes
- Automated trade error detection
- Standardized resolution workflows
- Complete error audit trail
- Reduced error resolution time
Tags
fund-operationstrade-errorsasset-managementworkflow-automationcompliance
Implementation Timeline
8-12 weeks
Medium Complexity