SecurePoint Trade
Run trade review from one queue instead of six disconnected steps.
SecurePoint Trade is built around the analyst path from intake to disposition, with policy context and evidence preserved as the transaction moves.
Triage by stage, destination, and release status.
Apply policy context before making the disposition.
Keep rationale and evidence with the transaction from start to finish.
Transaction Gate
18
Queue depth
4
Manager review
7
Ready to release
Run the review process from the actual transaction queue
This screenshot comes from the real Trade application using sanitized demo data. It shows the queue-first workflow analysts use to move from intake to disposition.
- Triage transactions by risk posture and status.
- Keep queue pressure visible instead of reconstructing it manually.
- Open the record and move directly into decision review.
Operating Sequence
This page should feel operational, not promotional
The buyer here is asking whether their analysts can actually live inside the workflow.
Intake
Bring in transactions with the party, destination, item, and routing context the analyst will need later.
Screening
Run entity resolution, list checks, and related risk signals before the transaction reaches release.
Disposition
Clear, hold, or escalate with policy-aware rationale that others can review later.
Record
Carry the full record into evidence output without rebuilding the decision manually.
Workspace
Built for queue pressure, escalation, and release decisions
This page is intentionally the most operational of the set. It should feel like a workspace, not a brochure.
Queue
Stage-based triage
Review work by stage, risk, and destination instead of reconstructing status from spreadsheets and email.
Live view
New, review, decided
Policy
Disposition with context
Apply threshold and policy logic before making a clear, hold, or escalate decision.
Policy-aware
Consistent review
Escalation
Senior review path
Push the right transactions upward without losing notes, artifacts, or screening context.
Escalate
Controlled handoff
Traceability
Audit-ready handoff
Preserve rationale and event history so every release decision can be explained later.
Retained
Decision record
Operational Fit
A strong workflow removes admin drag from analyst judgment.
The point of workflow automation is not to make a prettier queue. It is to keep analysts focused on decisions that matter, while everything else stays structured, visible, and reviewable.
Queue-first
Operating model
3 paths
Disposition options
Retained
Decision context
Walk through the queue on a real transaction set
The queue shown above comes from the real Trade workspace using sanitized demo data, so buyers can judge the operating model against the actual product.