Capabilities

AML/CTF workflow capabilities in development

Lex-AML is being developed to help Australian Tranche 2 organisations manage AML/CTF readiness, customer onboarding, customer due diligence, evidence collection, review workflows and audit-ready records.

How it works

What Lex-AML is being built to support

Lex-AML is currently in active development. The capabilities below describe the product areas we are building and refining with practitioner feedback. Feature availability may vary by release, configuration and customer requirements.

Program readiness

Support organisation setup, designated services selection, ML/TF risk assessment, policy/process records, governance responsibilities, training records and review schedules.

Organisation setup
Designated services selection
ML/TF risk assessment
Policy and process records
Governance responsibilities
Training records
Review schedules
Customer onboarding and due diligence

Support customer register, onboarding cases, Customer Portal invitations, guided intake, evidence upload, declarations, request-for-more-information workflow, CDD review queue and decision records — with configured identity verification and Australian PEP check workflows where enabled.

Customer register
Onboarding cases
Customer Portal invitations
Guided intake
Evidence upload
Declarations
Request-for-more-information workflow
CDD review queue
Decision records
DVS identity verification support
Australian PEP check support
Reviews and follow-up

Support periodic review workflow, trigger-based review workflow, follow-up tasks, review history and reminder workflow support.

Periodic review workflow
Trigger-based review workflow
Follow-up tasks
Review history
Reminder workflow support
Evidence and audit-ready records

Support evidence register, document upload workflow, activity history, reviewer notes, decision history, audit-ready records and record retention settings, including 7-year retention where configured.

Evidence register
Document upload workflow
Activity history
Reviewer notes
Decision history
Audit-ready records
7-year retention support
Team, access and configuration

Support organisation-managed team access, role-based access, sector-specific workflow configuration, customer portal settings, authentication support and organisation profile settings.

Organisation-managed team access
Role-based access
Sector-specific workflow configuration
Customer portal settings
Authentication support
Organisation profile settings

Lex-AML supports compliance workflows and record keeping. It does not provide legal advice, does not guarantee compliance, and does not replace professional judgement or advice from a qualified AML/CTF adviser or legal professional.

See the Lex-AML preview

Book a demo to see the current product direction, discuss your sector workflow and understand how Lex-AML is being developed for Tranche 2 compliance operations.