How Finance Companies Keep Jira Audit-Ready

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Finance companies, such as insurance, banking, lending, and fintech, are often using Jira to manage a large number of projects, related to:

• Loan approvals - review of documents, fulfilling requests.
• Claims management that involves handling insurance claims and updating investigation findings.
• Fraud checks that involve the investigation of suspicious activities.
• Compliance activities - for proving compliance with regulations.

In every one of these projects, the changes should be completely visible. Auditors and regulators can use clear records to confirm transparency and compliance.

What Finance Companies Need

In Jira, finance companies would like to:

• Keep audit trails complete for every project.
• Ensure regulators and auditors receive the reports that they need.
• Enhance accountability, where all can be informed about who made which change.
• Minimize efforts in preparing compliance documents.
• Develop trust with stakeholders through demonstrating clear accountability.

Why Native Jira History Isn’t Enough

Jira offers a simple History tab on each work item, which, in the case of finance companies, may not be enough. The main limitations are: 

• Export limitations - The native history is not exportable in a structured format. The compliance officers are required to manually capture screenshots or copy-paste information to provide change history, a process that is both inefficient and inaccurate.
• No deletion history - When a comment or field value is deleted, Jira doesn’t save the old one. This poses serious risks in the case of financial audits, whereby all actions are expected to be traced.
• Slow checks - The history of changes has to be checked work item by work item. In large projects, this is almost impossible to do manually.
• Absence of centralized reporting - Jira lacks the functionality to consolidate changes across multiple projects into a single, explicit report. Finance companies usually require quarterly or annual reports, which can’t be generated easily directly with the built-in functionality of Jira.

Consequently, audits and reporting on compliance are not only stressful and time-consuming, but also expose companies to vulnerability during regulatory checks.

How Issue History for Jira App Solves It

Issue History for Jira app makes tracking and reporting easier:

• Shows a complete change history in one table.
• Lets you filter changes by project, assignee, or time period.
• Creates instant reports in CSV, Excel, or PDF formats.
• Connects all activities to the person who made the change.

The app is already popular among mid-size and large finance companies, who use it to keep their projects in Jira audit-ready.

Here are some examples of how exactly finance companies can use Issue History for Jira app: 

• Loan approval tracking in Jira

There are a lot of steps to manage loan applications: document checks, credit checks, approvals, and disbursement. Every action should be compliant and reportable.

With Issue History for Jira, compliance officers can:

• Filter Jira tasks related to loan applications by status changes to see the full timeline.
• Identify who made each update and when.
• Spot delays or rejections by checking where the process slowed or by whom the status changed.
• Export the generated report in CSV or Excel format in minutes.

Issue History for Jira app can be easily used to do what would require hours of manual checks in Jira.

• Detecting sensitive data in Jira

In some cases, employees can make a mistake and paste sensitive client information in Jira tasks (such as credit card numbers, Social Security numbers, etc.). This poses a compliance risk when the data is not found quickly.

With Issue History for Jira app, compliance officers can:

• Use the search function to find patterns such as ####-####-####-#### or keywords like “card number”, “PAN”, “SSN”.
• To immediately identify every work item containing sensitive data.

• See who added it, when, and whether it was later removed.
• Export a full report and forward it to the data security team.

This makes sensitive information easier to catch and process appropriately.

Summing Up

Issue History for Jira app provides finance companies with an easy method to maintain projects clear, compliant, and auditable. It saves time, minimizes risks, and simplifies reporting to auditors and regulators.

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