--- title: "Exception Handling | Next Matter" description: "Every flagged case gets an owner, a defined SLA and a full audit trail - automatically. Turn exception handling into a controlled process." lang: en json-ld: | { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://nextmatter.com/#organization", "name": "Next Matter", "legalName": "Daizy NM Limited", "url": "https://nextmatter.com", "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg", "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.", "sameAs": [ "https://www.linkedin.com/company/nextmatter", "https://www.daizy.com" ] }, { "@type": "WebSite", "@id": "https://nextmatter.com/#website", "url": "https://nextmatter.com", "name": "Next Matter", "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" } ] } --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, ISO 27001, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo) support\_agent Platform Capability # Turn exception handling into a controlled process. When something doesn't fit the standard path, it shouldn't fall into email or a shared inbox. Every flagged case gets an owner, a defined SLA, and a full audit trail - automatically. [Book a demo](/book-a-demo) [Read the full Swan story](/case-studies/swan) trending\_up 70%+ of Swan's onboarding volume running through Next Matter, heading to 100% verified 100% audit-ready shield Effectively zero error and fraud risk public 30 countries regulatory footprint Swan operates across How it works ## From flagged case to closed case, without the chaos Point-solution automation handles the happy path. Next Matter handles what happens when it isn't the happy path. 01 flag ### Detect A case gets flagged - a failed check, a mismatched document, a rule that didn't clear automatically. 02 route ### Route It's assigned to the right owner automatically, based on the type of exception and who's responsible for it. 03 task\_alt ### Resolve The owner works the case inside a defined SLA, with the context, source documents, and history already attached. 04 fact\_check ### Evidence Every action is timestamped and logged - reviewable by compliance or a regulator without reconstruction. Proof in practice ![Swan logo](/__l5e/assets-v1/5704c429-2367-4ede-8a4b-0121e36ed9af/swan.svg) ## Onboarding exceptions, without the quality risk Swan is a banking-as-a-service platform operating across 30 countries under ACPR regulation. Before Next Matter, flagged onboarding applications were checked manually - analysts cross-referencing databases and emailing customers by hand, with quality risk that grew with volume. "Managing processes manually was a quality and compliance risk. With Next Matter, we can now run customer onboarding at scale and never miss a critical step." \- Maxime de Juniac, Chief Service Officer, Swan [Read the full Swan case study arrow\_forward ](/case-studies/swan) ![Swan - regulated banking infrastructure](/__l5e/assets-v1/b3b848a1-1cf6-44f8-9640-b8b39eaa3e25/swan-photo.jpg) ## Bring us your messiest exception queue Book a working session - bring a real exception workflow that's currently running on email or spreadsheets, and we'll map how it would run inside Next Matter. [Book a demo](/book-a-demo) ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. [](https://www.linkedin.com/company/nextmatter) Case studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [Swan](/case-studies/swan) - [b2Venture](/case-studies/b2venture) - [All case studies](/case-studies) Solutions - [Solutions overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow library](/remix) Platform - [Platform overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) - [System status](https://status.nextmatter.com/) Capabilities - [AI Financial Reporting](/ai-financial-reporting) - [Operational Intelligence](/operational-intelligence) - [Exception Handling](/exception-handling) - [Team Interfaces](/team-interfaces) - [Guest Interfaces](/guest-interfaces) - [Manager Dashboard](/manager-dashboard) - [Builder Toolbox](/builder-toolbox) Company - [About](/about) - [Careers](/careers) - [Opinions](/opinions) - [Answers](/answers) - [Documentation](https://help.nextmatter.com/docs/integrate-across-tools) - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) Certified Secure [![AICPA SOC 2 for Service Organizations](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55f_logo_SOC2.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![GDPR compliant](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da561_logo_GDPR.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![SOC 2 Type 2 compliant 2025](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69eb389eff4de1586e1d2f14_Daizy%20SOC%202%20Type%202.png)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) © 2026 Daizy NM Ltd. 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