Process Maturity Assessment

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Entity Name
Entity ID
Category
Competency
ID
Assessment Year
Assessed Rating
Relevance
Commentary
Sample Company #2 ENT10012 Reconciliation Fundamentals Reconciling Items are tracked at the Line Item Level and Carried Forward RF1 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Retrieval of Electronic Records of Bank Transactions are achieved through automated integration RF2 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Approved reconciliation reports are stored in an electronic repository with audit trail and real time remote retrieval capabilities for authorized users RF3 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Outstanding reconciling items are aged and prioritized for resolution. RF4 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Reconciling Items are disposed in a timely manner with escalation procedures for aging buckets. RF5 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Retrieval of General Ledger Transactions from the ERP system is achieved through an automated integration RF6 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Clear procedures have been defined for handling unusual or high-risk transactions. RF7 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals A Purpose-Built Tool has been implemented for bank account reconciliation to enable automation and scalability. RF8 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Work instructions and user guides have been developed to aid preparers and ensure adherence to policies and emerging risks. RF9 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Reconciliation Fundamentals Performance indicators such as reconciliation cycle time, error rates, and unresolved items are tracked. RF10 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Quality Assurance And Review There is a post reconciliation approval review process to ensure consistencyof reconciliation standards across preparers and adherence to policy QA1 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Quality Assurance And Review Reconciliation preparation and approval deadlines are enforced for each reconciliation cycle. QA2 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Process Optimization An automated workflow process is used to streamline approvals and exception handling. PO1 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Process Optimization Limited view reconciliation reports are available to internal and external auditors for ease of audit reviews PO2 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Policy And Governance Account Reconciliation Policy is comprehensive and regularly reviewed to reflect changes in operations or regulations. PG1 2025 -100 Include In Assessment Result NULL
Noor Takaful Limited ENT12088 Reconciliation Fundamentals Reconciling Items are tracked at the Line Item Level and Carried Forward RF1 2025 50 Include In Assessment Result The organisation does not currently use an automated purpose-built tool to track and carry forward reconciling items. It currently uses Excel to meet this requirement. This is a manual process prone to user errors and time-consuming.
Noor Takaful Limited ENT12088 Reconciliation Fundamentals Outstanding reconciling items are aged and prioritized for resolution. RF4 2025 0 Include In Assessment Result The organisation has several open and aged reconciling bank items which are not currently tracked and classified by age bucket.
Noor Takaful Limited ENT12088 Reconciliation Fundamentals Clear procedures have been defined for handling unusual or high-risk transactions. RF7 2025 -100 Include In Assessment Result We have requested a copy of the user guide. Upon review of the user guide, this assessment competency will be completed. User guide will be shared End-of-day Nov. 17th.
Sample Company #2 ENT10012 Policy And Governance Accounts are classified by risk level to determine appropriate reconciliation intervals. PG2 2025 -100 Include In Assessment Result NULL
Sample Company #2 ENT10012 Policy And Governance Each reconciling line item is properly explained to indicate the root cause and determination of resolution steps. RA3 2025 -100 Include In Assessment Result NULL
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