For Compliance Leads and Counsel

Design a defensible school compliance program — documented, adjudicated, preserved

A written scope. A structured review queue. A documented adjudication process. A licensing workflow that preserves authorized relationships. A 10-year audit trail. Everything an OFAC examiner or your counsel would ask to see — built into one platform.

The compliance question

Did you have a documented program — before the flag?

OFAC enforcement under the 'reckless disregard' standard does not require that a school intended to violate sanctions. It asks whether the school had a reasonable program to detect the violation. In the IMG Academy case, zero screenings were performed. A documented program would have produced a different outcome — and, critically, a different settlement posture.

DocumentedWritten scope and procedure
AdjudicatedEvery decision recorded
10 yearsAudit log retention
DocumentedWritten scope and procedure
AdjudicatedEvery decision recorded
10 yearsAudit log retention

Program elements

The six pieces of a defensible school program

Each one is configurable per institution and each one produces its own evidence artifact.

Scope definition

Written scope across students, tuition payors, sponsors, donors, vendors, and visiting faculty — with rationale for every inclusion and exclusion.

Screening cadence

Configurable screening and re-screening schedules. Configurable automated re-screening against list changes. Continuous monitoring across enrolled parties.

Match review queue

Every potential match routed to the right reviewer with confidence score, matched list, regulatory context, and a decision template.

Adjudication record

Every clear / hold / escalate / reject decision captured with reviewer identity, timestamp, rationale, and regulatory citation.

Licensing workflow

Guided assessment, Specific License drafting, license tracking, expiration alerts, retroactive re-alerts — the full OFAC licensing lifecycle.

Evidence export

Self-contained evidence packs. 10-year audit log. SIEM/data-lake forwarding on Enterprise.

Adjudication flow

From flag to documented decision

Every step logged. Every reviewer identified. Every decision defensible.

1

Match surfaces

Screening returns a potential match with confidence score, matched list, sanctions program, and country context. The clear-and-close path is guarded, not defaulted.

2

Reviewer adjudicates

Reviewer compares name, date of birth, nationality, and payment context. Rationale captured in the case note. Decision template enforces a written justification before the record closes.

Audit-ready digital record
3

Licensing path (if applicable)

On a hold, the licensing engine surfaces General / Specific License options, drafts an application letter, and tracks the license to expiration. Counsel reviews every output.

4

Evidence pack exported

Auditor-ready PDF + CSV bundle captures the full decision — screening, match, reviewer, rationale, licensing status, regulatory citation. 10-year retention on the immutable log behind it.

Audit-ready digital record

Compliance-lead FAQ

What program owners and counsel ask first.

Book a school compliance review

A working session with your compliance lens. We walk your actual program scope, adjudication routing, and licensing posture.