Clean cases approved by your rules. Your team handles the rest.
Apply your policy consistently and send only exceptions to a person, with the evidence attached.
Form submitted
Branded onboarding journey
Enrich company data
Registry and provider lookups
Evaluate risk rules
Score 18 · UK policy v4
Auto-approve
Provision and sync to CRM
Escalate to compliance
Assign reviewer and notify
Decide capabilities
Your rules, no code
Encode the policy your team already uses.
Clean cases move on
Applications that meet the policy do not wait for a person.
Review with the evidence
Exceptions reach a reviewer with the file attached.
Full audit trail
Every decision stays on the record.
People keep review, exceptions and sign-off
Wiseflow runs the routine work so people focus on review and exceptions. Every customer's process will differ.
- Your policy
- Routine work
- Exceptions
- Sign-off
Your policy decides the path
People keep review, exceptions and sign-off
Meets the policy
Continues without waiting for a person
Needs a person
Exception, with the evidence attached
Sign-off still open
Case review that does not live in email
Queues, assignment, maker and checker sign-off, escalation and requests back to the customer stay inside the case.
- Queues
- Assignment
- Maker and checker
- Escalation
Exception case
Evidence stays on the case
- Queue
- Compliance review
- Assignment
- With a reviewer
- Maker
- Recorded
- Checker
- Waiting to sign
Decide at a glance
Rules and risk
- Your policy
- No code
- Consistent application
Case management
- Queues
- Assignment
- Escalation
Approvals
- Clean cases
- Maker and checker
- Sign-off
Audit and reporting
- Decision record
- Evidence attached
- Explainable outcomes