Stottler Henke Logo
  • Facebook
  • Linkedin
  • Twitter
Contact Us : + 1 (650) 931-2700
  • HOME
  • ABOUT
    • Management
    • Customers
    • Recognitions
    • Publications
    • Testimonials
    • Careers
  • PRODUCTS
    • Aurora
      • Aurora Overview Video
      • Aurora News
      • Aurora Key Features
      • Domain Specific Deployments
        • Pharmaceutical Industry
        • Automobile Industry
        • Auditing
        • Pilot Training
        • Dental Resident Training
        • Space
      • Customer Applications
        • The Boeing Company
        • NASA KSC Ground Operations
        • NASA Other
        • US Space Operations
        • Massachusetts General Hospital
        • Bombardier Learjet
        • Los Alamos National Laboratory
        • Mitsubishi Heavy Industries (MHI)
        • Korea Aerospace Industries Ltd. (KAI)
        • MRO: Maintenance, Repair & Overhaul
        • General Dynamics Electric Boat
        • US Navy
      • Recognition and Testimonials
      • Consultants/Partners
      • Aurora-SchAAS
      • Screenshots (Aurora)
      • Screenshots 2 (Aurora)
      • Screenshots (Aurora/Classroom)
    • Aurora-CCPM
      • Critical Chain Project Management
      • Why Was Aurora-CCPM Developed?
      • Advantages of Aurora-CCPM
      • Customers and Applications
      • CCPM Consultants and Partners
      • NASA Hallmarks of Success
      • Screenshots (Aurora-CCPM)
    • Infotracker
    • DataMontage
  • SOLUTIONS
    • Education and Training
    • Knowledge Management and Discovery
    • Planning and Scheduling
    • Decision Support
    • Autonomous Systems
    • Space Applications
      • Operations Scheduling
      • Space Domain Awareness
      • Command & Control
      • Fault Diagnosis
      • Ops Training Software
      • Aurora-KSC: NASA Kennedy Space Center Ground Operations Scheduling
      • MIDAS for SCN
      • SSN Scheduling
      • IFAP Plans Activities Aboard the International Space Station
      • Optimization of Phased Array
      • Intelligent EMI Emiter Locator
      • RFI Detection and Prediction Tool
      • SHERLOC
      • Automated Performance Assessment for Training Satellite Planners Based on Learned Metrics
      • MARS
    • Machine Learning and Classification
  • NEWS
    • In The News
    • Press Releases
    • Events
    • Press Contact
    • Newsletters
  • ARTIFICIAL INTELLIGENCE
    • Glossary
    • History
    • Using AI
    • Quotations
    • Links
  • CONTACT US
    • HQ in San Mateo, CA
    • Office in Seattle, WA
    • Office in Cambridge, MA
    • Office in Colorado Springs, CO
Home» Products » Aurora » Domain Specific Deployments » Aurora-Audit

Aurora-Audit

Companies use Aurora to schedule large volumes of mortgage audits to a large staff of auditors.

There are different categories of mortgage audits (e.g. pre-funding vs. post-funding) that have significantly different auditing requirements.

Furthermore, each category of mortgage audit goes through a series of processing steps, several of which are scheduled within Aurora. These steps also have different processing requirements. Some must have specific audit distribution requirements (e.g. to have multiple auditors working a batch of audits, vs. having all audits processed by the same auditor, vs. distributing the processing to whoever can work it first).

Beyond these category and step complications, mortgage auditing has several personnel-related complications:

  • Each audit has certain training requirements. Only auditors with the appropriate training should be considered.
  • For quality client service, higher-volume clients are assigned consistent teams of auditors who should be preferentially assigned, if possible.
  • Some auditors serve in other roles as well, and that must be taken into account when projecting audit allocation.
  • Some auditors change which step they support, based on audit category and volume. Aurora must be able to dynamically reassign their primary role depending on the current audit mixture.
  • Some auditors are faster than others. This influences the expected audit durations.

All of this logic allows companies to accurately project their upcoming work, and determine whether overtime or other measures will be necessary in order to meet the company’s commitments.

This is critical because the auditing timeline is strict. Companies cannot miss the deadline, and being able to perform accurate scheduling and projections prevents the companies from having to take expensive emergency measures.

In addition, the automatic scheduling process allows companies to respond nimbly if high-priority short-term audits arrive.

The user has the option to make manual edits, which are then respected in subsequent scheduling updates. This gives flexibility in making adjustments for rare cases that may not be covered by the logic.

In most cases, the only manual modifications required are adding vacations and sick days. The automatic update process makes all other schedule modifications and auditor assignments.

Aurora performs automated scheduling of thousands of audits, a process that used to require a human scheduler to devote a man-day each week. Because it is automated, as described above, it can be updated much more frequently, permitting rapid adaptation to changing circumstances.

Assigned-audit-display

Assigned audit display. Reflects two of the different steps involved – the primary audit step, and the subsequent edit step.

special-team-assignment-display

The special team assignment display that dynamically shows the auditors who are considered acceptable for the client of the current selection. This view includes examples of preferred team members vs. backup team members (note annotation next to name), and an example of an employee with other commitments blocked out on her schedule (Lisa).


Would you like a FREE Demo? Contact Us

Message Sent

Thank you for your message, we will be in touch very shortly. Please check your spam for our response.

Sorry, there has been a problem and your message was not sent.

Please enter your contact details, company name and a short message below and we will answer your query as soon as possible.

Required field

Office Locations

Stottler Henke is headquartered at
1650 S. Amphlett Blvd., Suite 300 San Mateo, CA 94402.
The company also operates software development offices in Seattle, WA, Colorado Springs, CO, and Boston, MA.

Contact Us

If you have any questions or comments, please contact us :
Phone : (650) 931-2700
Fax: (650) 931-2701

Message Us

What We Do

Specializing in artificial intelligence since 1988, Stottler Henke delivers software systems that solve problems which defy traditional approaches.
Please contact us if you would like additional information.

Products

Aurora
Aurora-CCPM
Infotracker
DataMontage

Privacy

Privacy Policy

© 2021 Stottler Henke Associates, Inc. All rights reserved.

Aurora may be used as a complement or replaced for Microsoft Project, Primavera P6, Deltek Open Plan, PowerProject, Lynx TameFlow, Being Management 3, Exepron, ProChain, Concerto, Smartsheet, Wrike, Projectmanager, Teamwork, TeamGantt, Clarizen, LiquidPlanner, ProWorkFlow, Workzone, Bitrix24, Easy Project.

The problem solved by Aurora may be referred to as: optimized resource allocation, production scheduling; production planning of batch plants; parallel machine scheduling problem with setups, release and due dates and additional constraints related to the scarce availability of tools and human operators; multi-product multistage batch plant scheduling; multi-stage multi-product batch scheduling; campaign and lot size scheduling problem; economic lot scheduling problem (ELSP); parallel machine scheduling problem with sequence dependent setup times; scheduling problems with setup times and/or costs; sequence-dependent job scheduling; job scheduling using parallel non-identical machines with sequence dependent clearance times.

With the objective function normally being the minimization of makespan or project duration / maximization of throughput, with limited resources. Other solutions provide resource leveling, Aurora provides intelligent resource scheduling optimization.

Approaches used by others that Aurora outperforms, include the following: discrete event simulation; tabu search algorithm; mixed integer programming (MIP) scheduling / mixed integer mathematical model; Iterative two-stage decomposition solution strategy; genetic algorithms; multi-grid continuous-time formulations.