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It would be a real improvement if we could allow a client's next review date, and possible also the previous review date, to update automatically. We currently have 'Annual Review' workflows that are automated within 'Annual Review' cases, however our final step in the process is to manually update the previous and next review dates onto next year. If a step in the automation could be 'when Annual Review case is complete, move previous review date to today's date' and 'when Annual Review case is complete, move next review date to 365 days from today's date, or something similar, this would take out this manual step which, at the moment, is leaving in a chance of human error and future annual reviews, which are an FCA requirement, being missed.
It would also be useful if Reviews were included in the Reporting. So you could pull off a report that shows all clients with ‘last review date’ , ‘next review date’ and maybe even clients/names in system without any next review date noted .