Executive Showcase: Unified Approval PlatformLive Product Demonstration
CTD TECHS · ENTERPRISE WORKFLOW SUITEEnterprise Operational Governance & Workflow Automation
Digitize accountability, compliance, and end-to-end auditability across committee directives (APTS), outbound marketing communications (CCW), and corporate credit approvals (WBG).
The current 3 built-in modules are tailored for banks, NBFCs, and financial institutions due to strict regulatory compliance, audit mandates, and multi-tier delegation matrices.
90%
Faster Approval Turnaround
Eliminates manual delays
100%
Audit Trail Compliance
Tamper-evident logs
Zero
Dropped Directives
Proactive SLA alerts
3-in-1
Unified Governance
APTS + CCW + WBG
https://app.ctdtechs.com/unified-approval/dashboard
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LIVE PRODUCTION SCREEN · APTS DASHBOARD
Real-time case tracking, pendency distribution, SLA adherence, and approval rate KPIs.
ACTUAL PRODUCT INTERFACE
Real-World Platform Screens & Capabilities
Take a closer look at our live executive console deployed in production for committee tracking, resolution auditing, and reporting.
Executive Analytics & Workflow Dashboard
Live UI ScreenCentralized Visibility for Secretariats & Executive Leadership
Real-time KPI metrics capturing total cases (60), pending SPOC responses (29), owner reviews (3), and SLA adherence rate (67%). Includes status split donuts and stage-wise pendency charts.
Reporting, MIS & Case Resolution Ledger
Live UI Screen%202.png)
Granular Agenda Tracking & Statutory Audit Trails
Filter directives by Meeting, SPOC, Owner, and Status. Tracks closed exceptions, clarifications, target dates, and enables one-click export to Excel and PDF for statutory examiners.
FOUNDATION ARCHITECTURE
Built on 3 Non-Negotiable Enterprise Pillars
1. Role-Based Access & Tenant Isolation
Strict organizational boundary controls ensuring department executives, marketing SPOCs, and credit risk analysts access only their assigned workflows with zero data leakage.
2. Automated SLA & Escalation Engine
Real-time target deadline monitoring with proactive T-minus alerts, aging calculations, and multi-tier supervisor escalation to permanently eliminate operational bottlenecks.
3. Regulatory Audit Trail & Compliance
Tamper-evident historical logging of every single submission, reviewer remark, clarification cycle, attachment revision, and final executive sign-off for statutory examiners.
PURPOSE-BUILT WORKFLOWS
One Unified Suite, Three Purpose-Built Engines
Explore how each module tackles unique operational requirements across statutory meetings, marketing communications, and corporate credit concessions.
Action Point Tracking System
Committee Directives Governance & Accountability
A closed-loop management engine that digitizes committee minutes, tracks action points against strict target SLAs, and closes only upon formal department owner sign-off.
Business Scope
Statutory & executive committee meeting minutes (Board, ALCO, Risk, Audit)
Key Risk Mitigated
Dropped regulatory & executive directives, spreadsheet sprawl, and last-minute audit scramble
Key Stakeholders & Personas
Committee SecretariatAction Point SPOC (Executor)Department Owner (Reviewer)Internal Audit & Regulators
Product Screen: APTS ConsoleProduction Screen
Closure Condition
Owner validation of evidentiary WIP deliverables or formally documented exception sign-off
5-STAGE GOVERNANCE WORKFLOW JOURNEY
01
Meeting Capture & Ingestion
Secretariat logs committee directives with agenda titles, target dates, and bulk minute upload.
02
SPOC Assignment & SLA Alerts
Direct allocation to operational executors with proactive T-minus automated reminder alerts.
03
Execution & Evidence Upload
SPOC executes required directives and attaches verifiable proof and audit documents.
04
Owner Review Gate
Department heads assess submissions: Accept WIP, Seek Clarification, or Accept & Close.
05
Formal Closure & Ledgering
Immutable archiving with regulatory-compliant audit history and executive dashboards.
INTERACTIVE DEMONSTRATOR
Simulate the Approval Lifecycle
Click through the stages below to witness how the platform enforces SLAs, collects evidentiary proof, and automatically archives compliance decisions.
Active Lifecycle Stage
Meeting Minutes & Case Creation
Timestamp: 10:15 AMCreated
Minutes ingested through bulk parser. Action point assigned to Treasury Head & Risk SPOC with 14-day SLA deadline.
Directive RefALCO-2026-089
Due Date15 Oct 2026
Target SLA14 Calendar Days
EXECUTIVE COMPARISON MATRIX
Comparing Dimensions Across Workflows
A single platform unifying committee governance, marketing outreach, and corporate credit risk.
| Dimension | APTS (Action Point Tracking) | CCW (Campaign Workflow) | WBG (Wholesale Banking) |
|---|---|---|---|
| Business Scope | Executive & statutory committee meeting directives (Board, ALCO, Risk, Audit) | Outbound communications via SMS, WhatsApp, Email, Push & Digital Media | Corporate credit facility pricing concessions & document deferrals |
| Core Stakeholders | Secretariat, Action Point SPOCs, Department Owners, Audit | Business Initiators, Brand SPOCs, Brand Supervisor, SDG Marketing Head | Relationship Managers (RM), Credit Analysts, 4-tier Approvers |
| Primary Trigger | Minutes of Committee Meetings (batch ingestion) | Marketing units requesting scheduled message broadcast | Sanctioned loan pricing or post-disbursement covenant waivers |
| Key Risk Mitigated | Dropped regulatory commitments & last-minute audit scramble | Non-compliant messaging, DLT violations & brand damage | Credit yield leakage (RAROC) & undocumented deferrals |
| Closure Condition | Owner formal sign-off or documented exception justification | Dual-tier approval + execution broadcast Template ID | Sequential multi-tier recommendation + delegated credit sign-off |
ENTERPRISE DEPLOYMENT
Bank-Grade Architecture Designed for High-Governance Enterprises
Whether deployed on-premise in your private data center or securely hosted in the cloud (AWS/Azure), the Unified Approval Platform conforms to rigorous banking data residency and cryptographic compliance.
Strict Multi-Tenant Database Separation
Each department and business vertical operates in isolated cryptographic silos.
Seamless HRMS & Active Directory Integration
Auto-lookup of employee codes, hierarchy levels, and delegation matrices.
Full REST API & Webhook Extensibility
Easily triggers actions or feeds status to SAP, Oracle, Core Banking, and CRM systems.
Immutable Tamper-Evident Ledger
Every timestamp, comment, and attachment is preserved with unalterable audit trails.
Comprehensive Process & Workflow Deck
Certified for Internal Audit, Risk, and Executive Committees
EXECUTIVE FAQ
Everything You Need to Know About the Platform
Have questions regarding compliance, deployment, integration, or licensing? Explore our most frequently asked questions or connect directly with our solution architects.
Have a Custom Architecture Question?
Our banking architects respond within 2 hours.
APTS features an intelligent parser that directly extracts agenda items, decisions, and deadlines from meeting minutes (Word, PDF, Excel). It automatically pre-populates target due dates, identifies prospective SPOCs, and enables one-click case creation for secretariats.
TRANSFORM YOUR ENTERPRISE GOVERNANCE
Ready to Eliminate Approval Bottlenecks and Enforce 100% Audit Compliance?
Replace spreadsheet chaos and informal email threads with CTD Techs’ Unified Approval Platform.
Enterprise Ready · Bank-Grade Isolation · SOC 2 Compliant Standards · Multi-Tenant Architecture
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