Exception Tracking

Streamline portfolio processing, reduce client servicing costs, proactively build relationships, and improve credit quality and compliance with Baker Hill NextGen® Exception Tracking solution for portfolio management.

• Integrate risk management at every level. Create unique views and checklist templates to meet departmental needs. Control access to data based on a user’s role and security profile within each line of business. Build checklists quickly from a predefined list of tracking items.
• Improve credit quality and compliance. Policy help links to your institution’s credit policy to guide users in understanding requirements for exception clearing. Regulatory or institution-initiated policy guides are maintained in one location to ensure compliance.
• Centralized reporting. Baker Hill NextGen® exception tracking solution features a custom report authoring environment that provides the ability to filter and modify reports based on tracking item families, status, date range, and more. Report access is secured at the user, business unit, and role levels. Plus, users may schedule reports on a recurring basis.
• Generate documents automatically. The correspondence manager facilitates mass or single communications, which can be handled via print mail.