Blueprint Insider Lists

Time saving & cost-effective

With Blueprint® already administering information on your organisation's Officers and Board members, Blueprint® Insider Lists reduces the time you would spend adding duplicate data into an external software package and reduces the associated costs of purchasing new software and hardware.

Minimal I.T. implementation

As a module of Blueprint®, Blueprint® Insider Lists is easily installed on your existing I.T. infrastructure.

Improved working practices

New Insiders are automatically sent an Insider Declaration Email detailing your organisation's Insider procedures enabling you to record their acknowledgement date and track outstanding acknowledgements. When Insiders are removed from an Insider List or the list is closed, an email is automatically sent to the Insider notifying them.

Easier management of Insiders

Centrally controlled validations and security rights enable you to delegate the maintenance of Insider lists to specific Project Managers, whilst senior Users can view, edit and report on all projects.

Improved reporting

With the ability to comprehensively report on Insider information pertaining to a specific Insider, project, date range or company, you are equipped to meet the reporting requirements of regulatory authorities in all EU Member States in addition to producing reports for your own requirements.

Effortless multi-jurisdictional compliance

Insider lists are customised to the local requirements of each EU member state, ensuring you remain compliant with local regulations throughout the EU without any need to research the legislation or invest in an external software package.

Ensuring compliance through comprehensive recording

Based on the MAD and EU Member State regulator requirements, Insider lists are configured to record just some the following details:

• Insider Name
• Project
• Reason for access to Insider information
• If Insider is an adviser and if so, has responsibility for maintaining Insider lists being delegated to the adviser
• Date of initial access to Insider information
• Date included on the Insider list
• Date 'Insider procedures' sent and acknowledged
• Date Insider record last updated
• Date access to Insider information ceased

Secure

Based on Blueprint's advanced security controls, you can quickly grant existing Users access to Blueprint Insider Lists. Equally, you can create new Users who can only access Insider list information and not your primary Blueprint database, making Blueprint Insider Lists ideal for Users with no previous use of Blueprint and minimising the need for training.

Flexible

Should you wish to extend or adapt the functionality of your Insider lists, you can configure the fields to your own specification.