Compliance
Compliance you can glance at, not chase.
CPD progress per RCIC, PLI renewal, trust variance, open audit items — all on one page. CICC annual report exports in one click. Audit log partitioned by month and append-only at the database level.
Compliance
CICC year · Jul 2025 → Jun 2026Compliance · CICC year view · team CPD · PLI · variance · open items
How it works
Three steps. Opinionated defaults.
- 01
Configure policy
Set licensed scope, CPD requirements (16 structured + 8 unstructured by default), PLI carrier + renewal date, and retention policy.
- 02
Everything logs
Every case action, message, AI tool call, and trust transaction writes to the audit log. Partitioned by month. UPDATE and DELETE denied at the Postgres policy layer.
- 03
Export annual report
CICC Annual Report — Representatives register, Designated Person, case count, trust variance, open items — generates in one click as PDF + CSV workpaper.
Objection handling
The three questions we always get.
What exactly is "append-only at the DB"?
The audit_events table has a Postgres policy that denies UPDATE and DELETE — period. Not a trigger, a policy. Even the application's service role cannot mutate rows. Corrections are captured as new rows referencing the original.
How do you handle licensed-scope gating?
Defense in depth. The app layer restricts action buttons to licensed scopes. The DB layer also enforces it via a Postgres policy tied to the RCIC's licence record. An unauthorized action is rejected even if the app layer is bypassed.
What if a consultant lets their CPD lapse?
AnyImmi warns at 30/14/7 days before CICC year-end if hours are short. If the year closes without hours logged, the consultant's ability to file new cases is gated at the app layer until the firm owner records remediation.
See compliance live in your firm.
Trial for 14 days. Data stays in Canada. Walk away clean — we'll export it.