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ఫలితాలు Inbox

Auto-classified by materiality band. Articles triage, partners review.

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CORAA ఫలితాలు inbox with materiality-band classification

Every వౌచర్ anomaly, every Schedule III mismatch, every threshold breach surfaces in the ఫలితాలు inbox. CORAA auto-classifies each finding by materiality band using the locked Materiality memo: Above Performance Materiality (must resolve before sign-off), Above Clearly Trivial Threshold (review required), Below CTT (informational). Article assistants triage the lower bands; partners review the material ones.

Auto-classified by band: Above PM, Above CTT, Below CTT
Article-level filter for triage; partner-level filter for review
Above-PM ఫలితాలు block Opinion sign-off until resolved
Each finding: description, notes, attachments, linked వౌచర్‌లు, comments, version history
Resolve, Dismiss, Dismiss-family, Pin for partner attention
ఫలితాలు flow into Opinion & Report Step 1 for classification

Two paths, one ledger

The old way, and ours.

Two paths to the same audit conclusion. One leaves traces; the other doesn't.

Traditional

The old way

-Anomalies tracked in an Excel sheet per ఆడిట్
-Classification by materiality done manually at sign-off
-Partner reviews everything because triage isn't structured
-Resolved ఫలితాలు noted as 'cleared' without documented rationale

ఫలితాలు management: ad-hoc. Partner review burden: 100% of all flags.

CORAA

On the Ledger

ఫలితాలు auto-classified the moment they are created
Article triages Below-CTT ఫలితాలు without partner review
Partner reviews only Above-PM and Above-CTT ఫలితాలు
Each finding's full history preserved: who, when, what, why
Dismiss-family suppresses the pattern for that engagement permanently

ఫలితాలు management: structured. Partner review burden: 5-20% of flags.

How it works

Three steps. Every trace logged.

Step 01

Auto-classification on creation

Every finding from Scrutiny, సరిపోలిక, or ఆడిటర్ flagging carries an amount. CORAA classifies it against the locked Materiality memo: amounts above Performance Materiality go to Above-PM; above Clearly Trivial Threshold but below PM go to Above-CTT; below CTT go to Below-CTT (informational only).

Step 02

Triage and review

Articles open the ఫలితాలు inbox filtered to Below-CTT. They review each finding's source వౌచర్, accept or dismiss, document the rationale. Partners filter to Above-PM and Above-CTT for their review.

Step 03

Reపరిష్కారం and sign-off

Above-PM ఫలితాలు must be resolved (or formally accepted as Uncorrected Misstatement per SA 450) before Opinion sign-off proceeds. The ఫలితాలు inbox surfaces unresolved Above-PM ఫలితాలు as Opinion sign-off blockers.

Inside the module

What you actually get.

Three materiality bands

Bands derived from the locked Materiality memo. Configurable via SA 320 percentages.

›Above PM: material misstatement candidate
›Above CTT: warrants disclosure or correction
›Below CTT: informational; no action required
›Drill from band to individual ఫలితాలు

Finding as structured record

Each finding is more than a flag. It carries description, ఆడిటర్ notes, attachments (invoices, ఇమెయిల్s, screenshots), linked వౌచర్‌లు, comments thread, and version history.

›Description and ఆడిటర్ notes
›Attachments (drag-drop upload)
›Linked వౌచర్‌లు (1+)
›Comments thread for team discussion
›Version history per edit

Actions

Five primary actions per finding.

›Resolve: client provided evidence, issue cleared
›Dismiss: not a finding (false positive)
›Dismiss-family: suppress pattern permanently for that engagement
›Pin: flag for partner attention
›Send to Client: convert to Client Portal question

Sign-off blocker integration

Unresolved Above-PM ఫలితాలు block Opinion & Report Step 1 from completing. The ఫలితాలు inbox surfaces this as 'X ఫలితాలు above PM, must classify before sign-off'.

›Above-PM blocker count
›Direct link to unresolved ఫలితాలు
›Block enforced on UDIN issuance
›SA 450 disposition per finding required

Frequently asked

Answers, up front.

Three sources: (1) automatically from Scrutiny rules firing on వౌచర్‌లు, (2) automatically from సరిపోలిక variances exceeding tolerance, (3) manually by the ఆడిటర్ flagging a వౌచర్ with the Flag-for-Review modal. Each source preserves attribution in the finding record.

Suppresses the underlying pattern for that engagement permanently. Example: dismissing a 'Sunday cash transaction' finding as a family for an automobile dealer (because Sunday is a sales day in that business) prevents Sunday-cash flags for that client thereafter. The rule continues running on other clients; the dismissal is engagement-scoped. The dismissal reason is logged and reversible.

Opinion & Report Step 1 requires classification of every finding per SA 450: Resolved (issue cleared), Caveat (disclosed in IAR), Uncorrected Misstatement (ఆడిటర్ agrees disposition but client did not correct), Material Weakness (significant internal control issue). Above-PM ఫలితాలు must reach one of these classifications before Step 1 advances. ఫలితాలు below CTT are auto-classified Resolved and don't block.

See it on a real ledger

Run ఫలితాలు inbox on one of your engagements.

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