MalleableMalleable
Insurance

Compliance evidence audit

Malleable turns audit prep from a system-by-system hunt into a source-linked evidence packet with approvals, exceptions, and control-owner review.

Malleable Workflow
Assemble audit evidence for claims, policy, or underwriting reviews from sampled records, required communications, approvals, timestamps, source docs, and exception notes.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Audit request or scheduled evidence sample

Sample Records

Identify scope, sampled claims/policies/submissions, controls, and deadlines.

Guidewire
Identifies audit scope, sampled records, controls, and deadlines.

Collect Evidence

Gather approvals, communications, documents, timestamps, and system events.

Box
Pulls approvals, documents, communications, and timestamps.
ServiceNow
Pulls service events and operational evidence for the audit sample.

Explain Exceptions

Draft explanations for gaps, deviations, or late approvals.

Control Review

Ask control owner to approve explanations or remediate evidence gaps.

Slack
Sends evidence gaps and explanations to the control owner.

Package Audit

Create final evidence packet with approved explanations, index, and source links.

Box
Builds the final evidence packet with index and source links.
Waits
Handoff to resume workflow
Control Review Review
Ask control owner to approve explanations or remediate evidence gaps.
Complete
Sampling records for the audit scope...
How It Works
  1. 1Sample Records: Identify scope, sampled claims/policies/submissions, controls, and deadlines.
  2. 2Collect Evidence: Gather approvals, communications, documents, timestamps, and system events.
  3. 3Explain Exceptions: Draft explanations for gaps, deviations, or late approvals.
  4. 4Control Review: Ask control owner to approve explanations or remediate evidence gaps.
  5. 5Package Audit: Create final evidence packet with approved explanations, index, and source links.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Audit packets assemble faster
  • Evidence gaps route to owners
  • Workflow decisions remain traceable

Integrations

GuidewireServiceNowBoxSlack

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