Action board
Manage the filing workload as assignments with due dates, priorities, assignees, prerequisites and safe status transitions.
JRI Compliance Management
Compliance is a living workload, not a calendar reminder.
JRI turns applicable requirements into work your team can see and move: recurring obligations, one-time filings, due dates, prerequisites, assigned responsibility, evidence and the point at which JRI support is needed.
The workspace is driven by your business profile and rule mapping. A complete company profile improves what can be mapped; it does not replace a professional filing review.
Compliance workload · illustrative view
Due soon
03
In progress
05
Evidence needed
02
This week
- Needs input
Quarterly return
Waiting for source documents
- In progress
Board resolution
Owner assigned · due Friday
- Ready to review
Annual filing
Prior period evidence attached
What makes an item actionable
- Applicable rule
- Due period
- Prerequisite state
- Linked evidence or support
No automatic filing claim. The workload and handoff remain visible to the business.
One system, distinct views
See the obligation in the right shape for the work.
The application does not flatten compliance into a generic task list. It separates current assignments, recurring periods, one-time items and calendar-level planning.
Recurring obligations
See repeating obligations by period, their next due date, the current work item and earlier periods in the same operational view.
One-time requirements
Keep single-instance requirements separate from recurring work, with their own evidence and completion path.
Calendar and insight
Use calendar and data-centre views to understand what is active, what is upcoming and where a decision or document is still needed.
Support handoff without losing context
When expert help is needed, the compliance record can carry the context forward.
A compliance assignment can request JRI support and link to the corresponding support ticket. The team can follow the ticket alongside the work item rather than moving the filing history, notes and evidence into an unrelated inbox.
Linked support route
A request is attached to the compliance work—not detached from it.
Start from an actual deadline or requirement
Keep the relevant documents and vault target visible
Follow assignment and ticket status as work progresses
Turn statutory work into a visible operating rhythm.
Open Compliance to map what applies to the workplace, keep the workload current and ask for JRI support when human filing expertise is required.