Compliance System Migration
Need assistance migrating compliance to Charles River? We can help.
Compliance is one of the most sensitive parts of any move to Charles River. Rules that worked in your legacy system have to be understood, translated and proven in CRD before you can switch over with confidence. Our compliance migration solution gives you a structured path from your current system to a fully configured CRD compliance environment.
Migration and configuration
- Inventory and analysis of your existing compliance rules, restrictions and exceptions
- Mapping and conversion of rules into the Charles River compliance module
- Configuration of rule groups, portfolios and alert workflows
- Side-by-side testing to confirm results match expectations
- Documentation and hand-over to your compliance team
Entitlements done right
Do you need a detailed entitlements model in place for your Charles River implementation? We design and set up entitlements in CRD so that users, groups and roles have exactly the access they need — no more, no less.
Planning a compliance migration?
Let's review your current rules together.