BIZ-2026-00003 · Complete BusinessOS
Taxmanntri Consultancy Private Limited
35 users · 40 FMS templates · 12 months · ₹5,40,000 first-year commitment
75HEALTH SCORE
218
41
41
3
2
38
0
Critical Non-Completion Red Flags
Immediate attentionRaise initial subscription and implementation invoiceOverdue by 1441 hour(s) · Fees / Taxes · Owner: Yash Agarwal
Confirm advance payment before commencementOverdue by 1153 hour(s) · Fees / Suspension · Owner: Rutuja Balaji Ghorpade
Review unbilled scope changes and custom workOverdue by 649 hour(s) · Change Control · Owner: Yash Agarwal
Recover third-party, API, carrier, AI and storage chargesOverdue by 529 hour(s) · Third-Party Charges · Owner: Yash Agarwal
Review milestone billing and collectionsOverdue by 409 hour(s) · Fees / SOW · Owner: Yash Agarwal
Review confidential-data sharing and exportsOverdue by 529 hour(s) · Confidentiality / DPA · Owner: Yash Agarwal
Complete all agreement schedules and remove every placeholderOverdue by 1442 hour(s) · Master Agreement / Order Form / SOW · Owner: Yash Agarwal
Verify signatory authority for both partiesOverdue by 1442 hour(s) · Execution · Owner: Yash Agarwal / Rutuja Balaji Ghorpade
Verify legal and notice particularsOverdue by 1442 hour(s) · Notices / Parties · Owner: Yash Agarwal / Rutuja Balaji Ghorpade
Confirm applicable stamp duty and execution methodOverdue by 1418 hour(s) · Execution / Stamp Duty · Owner: Yash Agarwal / Rutuja Balaji Ghorpade
Agreement Compliance Checklist
Every item requires an owner, due date, evidence and closure.
Commercial & Billing
5 red 4 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| Critical Overdue by 1441 hour(s) | Raise initial subscription and implementation invoice COM-001 · Fees / Taxes | Yash Agarwal Finwell | 30 Jun 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 1153 hour(s) | Confirm advance payment before commencement COM-002 · Fees / Suspension | Rutuja Balaji Ghorpade Client | 12 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 649 hour(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Aug 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 529 hour(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 409 hour(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 3 day(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 13 day(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Medium Due in 27 day(s) | Track TDS certificates and tax documentation COM-006 · Fees / Taxes | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 26 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 33 day(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 43 day(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 64 day(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 74 day(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 94 day(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 104 day(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Medium Due in 118 day(s) | Track TDS certificates and tax documentation COM-006 · Fees / Taxes | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 26 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 125 day(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 135 day(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 156 day(s) | Review unbilled scope changes and custom work COM-005 · Change Control | Yash Agarwal Finwell | 02 Feb 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Recover third-party, API, carrier, AI and storage charges COM-004 · Third-Party Charges | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 166 day(s) | Review milestone billing and collections COM-003 · Fees / SOW | Yash Agarwal Finwell | 12 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
Conditional Events
0 red 0 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| Critical Conditional obligation not activated | Data Principal / Client Data Request Pack EVT-DAT · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | — | Dormant | Open Control |
| Critical Conditional obligation not activated | Termination and Data Exit Pack EVT-EXT · Termination / Exit | Yash Agarwal / Rutuja Balaji Ghorpade Joint | — | Dormant | Open Control |
| High Conditional obligation not activated | Scheduled Maintenance Pack EVT-MNT · Maintenance | Yash Agarwal Finwell | — | Dormant | Open Control |
| Critical Conditional obligation not activated | Invoice Overdue and Suspension Pack EVT-OVD · Fees / Suspension | Yash Agarwal / Rutuja Balaji Ghorpade Joint | — | Dormant | Open Control |
| High Conditional obligation not activated | Client Publicity / Case Study Consent Pack EVT-PUB · Publicity | Yash Agarwal / Rutuja Balaji Ghorpade Joint | — | Dormant | Open Control |
| Critical Conditional obligation not activated | Security Incident Response Pack EVT-SEC · Security Incident / DPA | Yash Agarwal Finwell | — | Dormant | Open Control |
| Critical Conditional obligation not activated | New Subprocessor / Material Provider Change Pack EVT-SUB · DPA / Subprocessors | Yash Agarwal Finwell | — | Dormant | Open Control |
| High Conditional obligation not activated | UAT and Acceptance Pack EVT-UAT · Acceptance | Yash Agarwal / Rutuja Balaji Ghorpade Joint | — | Dormant | Open Control |
Confidentiality
1 red 1 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Overdue by 529 hour(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 37 day(s) | Review NDAs and need-to-know access for personnel/contractors CONF-001 · Confidentiality | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 37 day(s) | Review client name, logo, testimonial and case-study permissions CONF-002 · Publicity | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 129 day(s) | Review NDAs and need-to-know access for personnel/contractors CONF-001 · Confidentiality | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 129 day(s) | Review client name, logo, testimonial and case-study permissions CONF-002 · Publicity | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review confidential-data sharing and exports CONF-003 · Confidentiality / DPA | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
Contract Formation
9 red 1 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| Critical Overdue by 1442 hour(s) | Complete all agreement schedules and remove every placeholder CTR-001 · Master Agreement / Order Form / SOW | Yash Agarwal Finwell | 29 Jun 2026, 11:00 PM | Pending | Open Control |
| High Overdue by 1442 hour(s) | Verify signatory authority for both parties CTR-002 · Execution | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 29 Jun 2026, 11:00 PM | Pending Communication: Not Sent | Open Control |
| High Overdue by 1442 hour(s) | Verify legal and notice particulars CTR-003 · Notices / Parties | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 29 Jun 2026, 11:00 PM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 1418 hour(s) | Confirm applicable stamp duty and execution method CTR-004 · Execution / Stamp Duty | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 30 Jun 2026, 11:00 PM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 1274 hour(s) | Obtain and store the final executed agreement CTR-005 · Execution | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Jul 2026, 11:00 PM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 1201 hour(s) | Confirm client privacy, employee monitoring and lawful-data responsibilities CTR-007 · DPA / Acceptable Use | Rutuja Balaji Ghorpade Client | 10 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 1201 hour(s) | Verify approved hosting, data location and subprocessors CTR-008 · DPA / Security / Subprocessors | Yash Agarwal Finwell | 10 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 1129 hour(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Jul 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 385 hour(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Aug 2026, 12:00 AM | Pending | Open Control |
| High Due in 14 day(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 44 day(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 75 day(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 105 day(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 136 day(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 167 day(s) | Record contractual precedence and amendments CTR-006 · Entire Agreement / Amendments | Yash Agarwal Finwell | 13 Feb 2027, 12:00 AM | Pending | Open Control |
Data Protection
4 red 3 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| Critical Overdue by 1129 hour(s) | Maintain processing-purpose and data-category register DAT-001 · Data Processing Addendum | Yash Agarwal Finwell | 13 Jul 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 529 hour(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 529 hour(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| Critical Overdue by 529 hour(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 8 day(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 8 day(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 8 day(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 37 day(s) | Review retention, legal holds and deletion configuration DAT-005 · DPA / Exit | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 37 day(s) | Confirm no identifiable Customer Data is used for shared AI/model training DAT-006 · DPA / AI | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 37 day(s) | Verify test/demo data is anonymised or specifically authorised DAT-007 · DPA / Confidentiality | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 38 day(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 38 day(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 69 day(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 69 day(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 69 day(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 99 day(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 99 day(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 99 day(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 129 day(s) | Review retention, legal holds and deletion configuration DAT-005 · DPA / Exit | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 129 day(s) | Confirm no identifiable Customer Data is used for shared AI/model training DAT-006 · DPA / AI | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 129 day(s) | Verify test/demo data is anonymised or specifically authorised DAT-007 · DPA / Confidentiality | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 130 day(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 130 day(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 161 day(s) | Review data minimisation and unnecessary data DAT-002 · DPA / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 161 day(s) | Review support and production-data access logs DAT-003 · DPA / Security | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 161 day(s) | Review data-subject and client data requests DAT-004 · DPA | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
Governance & Audit
1 red 1 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Overdue by 529 hour(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review compliance evidence completeness AUD-002 · Audit / Cooperation | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| Medium Due in 282 day(s) | Review insurance coverage and renewal AUD-001 · Insurance | Yash Agarwal Finwell | 08 Jun 2027, 12:00 AM | Pending | Open Control |
| Low Due in 282 day(s) | Review non-solicitation and project-personnel list AUD-003 · Non-Solicitation | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 08 Jun 2027, 12:00 AM | Pending | Open Control |
| High Due in 282 day(s) | Annual legal template and regulatory review AUD-004 · Compliance with Laws | Yash Agarwal Finwell | 08 Jun 2027, 12:00 AM | Pending | Open Control |
Implementation
7 red 5 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Overdue by 1249 hour(s) | Appoint Finwell project manager and client implementation coordinator IMP-001 · SOW / Client Dependencies | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 08 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 1129 hour(s) | Conduct implementation kickoff and scope freeze IMP-002 · SOW | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 13 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 1105 hour(s) | Issue secure data and credential collection checklist IMP-003 · SOW / Security | Yash Agarwal Finwell | 14 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 793 hour(s) | Complete process discovery and obtain process-map sign-off IMP-004 · SOW / Discovery | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 27 Jul 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 649 hour(s) | Approve user, role and permission matrix IMP-005 · SOW / Access Control | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 02 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 289 hour(s) | Complete configuration quality review IMP-006 · SOW / Configuration | Yash Agarwal Finwell | 17 Aug 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 121 hour(s) | Issue UAT readiness notice IMP-007 · Acceptance | Yash Agarwal Finwell | 24 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 3 day(s) | Complete UAT and obtain acceptance or valid rejection IMP-008 · Acceptance | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 02 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 4 day(s) | Complete user and management training IMP-009 · SOW / Training | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 03 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 7 day(s) | Obtain production go-live approval IMP-010 · SOW / Go-Live | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Medium Due in 12 day(s) | Conduct first management review and stabilisation IMP-011 · SOW / Support | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 11 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 17 day(s) | Close implementation and document open items IMP-012 · SOW / Acceptance | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 16 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
Information Security
4 red 4 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| Critical Overdue by 529 hour(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| Critical Overdue by 529 hour(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| Critical Overdue by 529 hour(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 529 hour(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 8 day(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 8 day(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 8 day(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 37 day(s) | Perform and document restoration test SEC-002 · Security Schedule / DR | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 37 day(s) | Review secure development and release controls SEC-008 · Security Schedule / Development | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 38 day(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 38 day(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 38 day(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 69 day(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 69 day(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 69 day(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 99 day(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 99 day(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 99 day(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 129 day(s) | Perform and document restoration test SEC-002 · Security Schedule / DR | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 129 day(s) | Review secure development and release controls SEC-008 · Security Schedule / Development | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 130 day(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 130 day(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 130 day(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 161 day(s) | Review successful backups and backup failures SEC-001 · Security Schedule / Backup | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 161 day(s) | Review vulnerability, patch and malware controls SEC-003 · Security Schedule | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 161 day(s) | Review privileged access and secrets SEC-004 · Security Schedule | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review security monitoring, logs and time synchronisation SEC-005 · Security Schedule / CERT-In | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| High Due in 282 day(s) | Conduct security awareness and confidentiality training SEC-006 · Security Schedule / Confidentiality | Yash Agarwal Finwell | 08 Jun 2027, 12:00 AM | Pending | Open Control |
| Critical Due in 282 day(s) | Test incident-response and business-continuity procedures SEC-007 · Security Schedule | Yash Agarwal Finwell | 08 Jun 2027, 12:00 AM | Pending | Open Control |
Licence & Access
3 red 3 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Overdue by 529 hour(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Overdue by 529 hour(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 529 hour(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 8 day(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 8 day(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 37 day(s) | Review administrator and privileged access LIC-002 · Security / Authorised Users | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 38 day(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 38 day(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 38 day(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 69 day(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 69 day(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 99 day(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 99 day(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| Critical Due in 129 day(s) | Review administrator and privileged access LIC-002 · Security / Authorised Users | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 130 day(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 130 day(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 130 day(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review users, entities, locations, modules, portals and FMS usage against licence LIC-001 · Licence Grant / Usage Limits | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 161 day(s) | Remove dormant, duplicate and departed-user access LIC-003 · Authorised Users / Security | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 161 day(s) | Review account sharing, scraping and prohibited access patterns LIC-004 · Acceptable Use | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
Renewal
0 red 0 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Due in 197 day(s) | Commence 120-day renewal and client-health review REN-001 · Term / Renewal | Yash Agarwal Finwell | 15 Mar 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 227 day(s) | Prepare 90-day renewal proposal and internal approvals REN-002 · Term / Renewal | Yash Agarwal Finwell | 14 Apr 2027, 12:00 AM | Pending | Open Control |
| High Due in 257 day(s) | Send 60-day renewal proposal REN-003 · Term / Renewal | Yash Agarwal Finwell | 14 May 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 287 day(s) | Check 30-day non-renewal/renewal notice deadline REN-004 · Term / Renewal | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 13 Jun 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 310 day(s) | Complete renewal execution, billing and limit update REN-005 · Term / Renewal | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Jul 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
Reports, MIS & Valuation
2 red 2 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| Critical Overdue by 529 hour(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 529 hour(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 8 day(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 37 day(s) | Confirm indicative valuation is not represented as a formal valuation REP-003 · Valuation Disclaimer | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 38 day(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 69 day(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 99 day(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 129 day(s) | Confirm indicative valuation is not represented as a formal valuation REP-003 · Valuation Disclaimer | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 06 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 130 day(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 161 day(s) | Verify report disclaimers and source-data freshness REP-001 · Disclaimers | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review Tally mapping and data-quality exceptions REP-002 · Integrations / Disclaimers | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
SLA & Support
4 red 4 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Overdue by 529 hour(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Overdue by 529 hour(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 529 hour(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Overdue by 529 hour(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Aug 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 8 day(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 8 day(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Sep 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 38 day(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 69 day(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 69 day(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Nov 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 99 day(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 99 day(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Dec 2026, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 130 day(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Calculate monthly service availability and issue report SLA-001 · Service Level Schedule | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 161 day(s) | Review S1–S4 support response performance SLA-002 · Support Schedule | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review maintenance notices and emergency changes SLA-003 · Maintenance | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
| High Due in 161 day(s) | Review service-credit claims and potential exposure SLA-004 · Service Credits | Yash Agarwal Finwell | 07 Feb 2027, 12:00 AM | Pending | Open Control |
Third Parties & Integrations
1 red 1 upcoming
| Risk | Obligation | Owner | Due | Status | Control |
|---|---|---|---|---|---|
| High Overdue by 529 hour(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Aug 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 8 day(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Sep 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 37 day(s) | Review enabled subprocessors and client authorisation THD-001 · DPA / Subprocessor Schedule | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 37 day(s) | Review provider security and contractual changes THD-003 · Subprocessors / Third-Party Terms | Yash Agarwal Finwell | 06 Oct 2026, 12:00 AM | Pending | Open Control |
| High Due in 38 day(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Oct 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 69 day(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Nov 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 99 day(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Dec 2026, 12:00 AM | Pending Communication: Not Sent | Open Control |
| Critical Due in 129 day(s) | Review enabled subprocessors and client authorisation THD-001 · DPA / Subprocessor Schedule | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 129 day(s) | Review provider security and contractual changes THD-003 · Subprocessors / Third-Party Terms | Yash Agarwal Finwell | 06 Jan 2027, 12:00 AM | Pending | Open Control |
| High Due in 130 day(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Jan 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
| High Due in 161 day(s) | Review integration credentials and provider subscriptions THD-002 · Third-Party Services | Yash Agarwal / Rutuja Balaji Ghorpade Joint | 07 Feb 2027, 12:00 AM | Pending Communication: Not Sent | Open Control |
Client Communications Requiring Attention
Invoice under Bizzomation agreement BIZ-2026-00003
Overdue by 1441 hour(s) · 30 Jun 2026, 12:00 AM
Advance payment confirmation required – BIZ-2026-00003
Overdue by 1153 hour(s) · 12 Jul 2026, 12:00 AM
Third-party usage charges – BIZ-2026-00003
Overdue by 529 hour(s) · 07 Aug 2026, 12:00 AM
Bizzomation milestone payment review – BIZ-2026-00003
Overdue by 409 hour(s) · 12 Aug 2026, 12:00 AM
Third-party usage charges – BIZ-2026-00003
Due in 8 day(s) · 07 Sep 2026, 12:00 AM
Bizzomation milestone payment review – BIZ-2026-00003
Due in 13 day(s) · 12 Sep 2026, 12:00 AM
Tax documentation reminder – BIZ-2026-00003
Due in 27 day(s) · 26 Sep 2026, 12:00 AM
Signatory authority confirmation – BIZ-2026-00003
Overdue by 1442 hour(s) · 29 Jun 2026, 11:00 PM
Verification of legal particulars – BIZ-2026-00003
Overdue by 1442 hour(s) · 29 Jun 2026, 11:00 PM
Stamping and execution requirements – BIZ-2026-00003
Overdue by 1418 hour(s) · 30 Jun 2026, 11:00 PM
Final signed agreement required – BIZ-2026-00003
Overdue by 1274 hour(s) · 06 Jul 2026, 11:00 PM
Data authority and privacy confirmation – BIZ-2026-00003
Overdue by 1201 hour(s) · 10 Jul 2026, 12:00 AM
Activate Contractual Event Pack
Use these packs when a triggering event occurs. They create precise deadlines, communications and red-flag controls.
Security Incident Response
Critical incident workflow, including the contractual 12-hour customer notification target after confirmation.
UAT & Acceptance
Seven-Business-Day UAT and deemed acceptance control pack.
Scheduled Maintenance
Change approval, client notice, rollback and completion communication.
Invoice Overdue & Suspension
Controlled payment reminder, suspension notice, cure and approval sequence.
Termination / Expiry & Data Exit
Formal notice, export, access termination, deletion and evidence workflow.
Data Request / Data Principal Assistance
Verification, client instruction, legal hold, fulfilment and closure.
New Subprocessor / Provider Change
Security, privacy, commercial and client-notice control before enablement.
Client Publicity / Case Study
Granular approval before public use of client identity, logo, results or testimonial.