Compliance Manager Shield

Compliance Manager Engine

Admin Controls Twenty CRM Connected

Configure crawler depth, multimodal visual auditing, automated Twenty CRM sync, and the live soul.md rulebook.

✅ Settings saved successfully! New audit jobs will use these parameters.
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Screenshot Capture Level

Control which evaluated checks will capture and upload Playwright element/page screenshots into Twenty CRM's Audit Finding records.

Non-Compliant Only Recommended

Captures visual evidence only for identified violations and items requiring change. Keeps CRM storage clean and focused.

All Controls Full Audit Trail

Captures screenshot evidence for all 38 evaluated controls across the site, providing 100% complete visual regulatory proof.

Disabled Fast Mode

Disables screenshot capture entirely for high-speed audits without visual assets.

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Crawl Page Depth

Configure the maximum number of pages to crawl per website. Regulatory and legal documents are always prioritized first.

Maximum Pages to Crawl 10 pages
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Audit Findings Database Scope

Select which controls should be written as individual records into the Twenty CRM Audit Finding database.

Issues & Needs Review Only Recommended

Only syncs actionable findings and non-compliant items into Twenty CRM. Perfect for broker remediation workflows.

All 38 Controls Defensible Log

Creates individual Audit Finding records for all 38 checklist controls (Compliant, N/A, and Non-Compliant).

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Job Completion & Email Routing

When an audit finishes, an email is dispatched to the nominated address with the Excel report attached and a comprehensive findings summary (with clickable links to visual evidence screenshots).

Notify on Job Completion
Automatically send report with Excel attachment upon audit completion
Separate multiple email addresses with commas.
⚙️ SMTP Outgoing Mail Server (Optional)
If configured, notifications are sent through your real mail server. If left blank, a safe development test account is automatically provisioned with an online web preview link.
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Default Licensee Parameters

Default authorising AFSL details used when verifying AR statutory disclosure formulas on broker sites.