Systems inventory
🧭 Purpose
Register of the systems that operational processes depend on, with owners, criticality and support routes. Process documents reference systems by the short name in this inventory.
ℹ️ System inventory standard
Process documentation should reference approved short names from this register to maintain consistency across operational procedures, controls, and reporting artefacts.
🖥️ System inventory
Short name | System | Purpose | Business owner | Criticality |
|---|---|---|---|---|
CRM | Customer relationship management platform | Intermediary and client master data, pipeline, activity | Head of Distribution | High |
PAS | Policy administration system | Quotes, policies, endorsements, renewals | COO | Critical |
CLM | Claims management module | FNOL through settlement | Claims Operations Manager | Critical |
FIN | Finance ledger and reconciliation suite | GL, premium recs, statements, commission | CFO | Critical |
SCR | Screening tool | Sanctions, PEP and adverse-media screening | Head of Compliance | High |
ESG | E-signature platform | Agreement and mandate execution | Channel Manager | Medium |
BI | Reporting and dashboard layer | Scorecards, ops review packs | Head of Performance and Improvement | Medium |
📋 Governance rules
- A process document must not name a vendor product directly; it uses the short name so a system swap is a one-line change here.
- Access to each system follows the joiner-mover-leaver standard in Policies and Standards.
- Incidents and outages follow the incident route in each system profile; recurring incidents become improvement opportunities via Continuous Improvement.