Policy management, from first upload to final audit.
The full lifecycle of every organisational policy, hosted, approved, targeted, acknowledged, and audit-ready, running on one platform. Built for Compliance, Legal, HR, Risk, and Internal Audit teams at regulated enterprises.
A Code of Conduct. KYC. Credit and lending. IT acceptable use. Whistleblower. Data handling. POSH. Variable pay. Each one gets hosted, reviewed, legally vetted, approved, rolled out, acknowledged, refreshed, superseded, and one day, asked about by a regulator.
Doing that work through email, Word, and a shared drive is how gaps appear. Doing it on one platform with a governance spine is how they don't.
In regulated financial services
Every policy, every employee, provable on demand.
A bank, an NBFC, or an insurer operates under RBI, SEBI, or IRDAI. Every policy must be governed, versioned, communicated to the specific employees it applies to, acknowledged, and provable on demand.
The Credit Policy needs Legal and Risk sign-off before it publishes. The KYC Policy applies to branch-facing staff but not to the central tech team. The Whistleblower Policy is all-staff. The Variable Pay Policy applies by grade. When a regulator asks for evidence that version 3.1 of the KYC Policy was acknowledged by every branch-facing employee within thirty days of release, the answer needs to exist, timestamped, filterable, exportable.
That workflow, end to end, is what Policy Management on PolicyCentral.ai looks like.
Capabilities that play a critical role in the policy lifecycle.
Bring your existing library on, in days, not quarters.
Most customers arrive with a policy library already written, often in Word and PDF. Upload .docx files and have them auto-converted to clean, structured HTML, with headings, tables, and images preserved. Keep PDF policies as PDFs and let employees read them through the built-in inline viewer, no downloads, no third-party plugin. There are no caps on document length, attachments, or media size, so a 200-page master circular travels as easily as a one-page advisory.
Auto-generated summaries, FAQs, infographics, and audio versions. Translations into ten Indian languages so a branch employee can read the KYC policy in Tamil. And PolicyGPT, an in-product chatbot where employees ask "how many casual leaves do I get?" in natural language and get an answer grounded in the current policy text, not the open internet. Every AI output runs through the same maker-checker review before it reaches an employee.
PolicyGPT: Within 30 days of onboarding, per section 3.2 of KYC Policy v3.1.
🇮🇳 Hindi🇮🇳 Tamil🇮🇳 Marathi+7
Precision distribution, self-maintaining.
Target policies by department, role, location, grade, or any combination. Audience lists stay current by syncing with Active Directory or your HRMS, no manual upkeep. Evergreen Mode auto-sends the policy to every matching new joiner from their first day. Mail-merge personalises content per recipient without hand-editing. A policy meant for branch-facing staff in Maharashtra reaches exactly those people, the day they join.
Future joiners matching these filters auto-receive on day one
Current match342 branches · 4,127 employees
Version control an auditor can read.
Every version is preserved. Show exactly which policy was in force on any given date, who approved it, when it was superseded, and what changed between versions. Multiple versions can run in parallel when needed. Minor post-publication corrections don't destroy the history.
Every read receipt, e-signature, and quiz score is captured with a timestamp and tied to the exact policy version. Mandatory deadlines, automatic resends to the unread, and manager-level escalation mean acknowledgement lives in the compliance dashboard, not in someone's inbox.
Every action, draft, edit, approval, publish, recall, acknowledgement, escalation, is logged. Export to regulator-ready formats; filter by policy, cohort, or date range. What used to take compliance teams weeks to assemble becomes a report in minutes.
Policies move through single or multi-level sign-off before they go live. Reviewers review, approvers approve, and the governance trail is created automatically. Any AI-enhanced content (summaries, translations, FAQs, infographics) passes through the same checker before an employee ever sees it. Compliance retains the final word.
Five everyday situations your compliance team will recognise, and what the platform does in each.
A regulatory inspection lands
The inspector asks which employees acknowledged KYC v3.1, and when. Compliance filters the dashboard by policy version and date range. Answer in the meeting, not after it.
Tracking Dashboard → policy + date filter
A new Code of Conduct is rolled out
Legal uploads, the CHRO approves, it goes live to every employee, and auto-includes joiners who land after publish date. Resend-to-unread chases stragglers. A short quiz confirms comprehension.
Maker-Checker → Evergreen distribution → Quiz
An employee asks, "How many casual leaves do I get?"
PolicyGPT answers from the actual Leave Policy, grounded in policy text, not the open internet. Not another HR ticket, not a Slack DM to the people team.
PolicyGPT → answers grounded in your policies
A Whistleblower Policy is updated mid-year
The earlier version stays traceable. Employees who acknowledged v1 are automatically asked to acknowledge v2. The platform knows the difference; employees don't have to figure it out.
Version control → differential re-acknowledgement
Internal audit runs a quarterly review
They need: every policy published in the quarter, its approver, its audience, acknowledgement percentages, and the list of employees still pending. One filter on the compliance dashboard, one export. What was a three-analyst week becomes a ten-minute Friday afternoon.
All Policy Report → quarterly cohort export
From reconstruction to real-time readiness.
1
Audit preparation
From weeks of reconstruction to hours of filtering.
2
Governance evidence
From compliance-team memory to a tamper-evident trail that writes itself.
3
Employee experience
From policies buried in email to one searchable home, in the language they prefer, on the device they're already using.
Live Customers
Ready to see your own audit questions answered live?
Bring a policy your compliance team actually cares about. In 20 minutes we'll walk through its lifecycle on PolicyCentral.ai, hosting, approval, distribution, acknowledgement, and the audit trail behind it.
