Documentation audit

Documentation Inventory Audit

Map every policy, procedure, and control narrative your fintech team claims to run—then mark what is current, orphaned, or missing before an examiner asks.

HK$48,000 · 10 business days

Hands reviewing printed documents and a laptop on a desk

Regulated fintech teams in Hong Kong often accumulate policies across SharePoint folders, Notion pages, and email attachments. Examiners and partner banks do not care which tool holds the file—they care whether the narrative matches how the control actually runs.

A Documentation Inventory Audit starts with a scoped list: AML procedures, product risk assessments, incident playbooks, vendor oversight records, and board packs. We interview owners, open each artefact, and score it for currency, ownership, and cross-reference integrity.

You leave with an inventory register, a gap list ranked by regulatory exposure, and a short remediation order your compliance lead can assign without rewriting the whole library at once.

Typically included

  • Scoped document register
  • Currency and ownership scoring
  • Cross-reference integrity notes
  • Ranked remediation order

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