Finance templates
Browse Sorena AI's finance template titles, including controlled documents, records, and evidence where available.
Record ICT incident costs and losses, fraud risk procedures, and insurance agreements.
Open Finance templates in Sorena AI to search these titles and read the current template. The in-app catalog shows available revisions and withdrawn records. This title reference was reviewed on 27 October 2026.
The kind column identifies what the template creates. See template kinds if you need help choosing between a document, evidence folder, and timeline.
Digital operational resilience for financial entities
| Template title | Kind |
|---|---|
| ICT incident annual costs and losses register | Register |
Risk assessment, treatment and acceptance
| Template title | Kind |
|---|---|
| Fraud risk management procedure | Procedure |
| Insurance agreements register | Register |
Use a template
Open the relevant requirement in your management system, review its expected content, and choose an eligible destination project. Follow Choose templates and destinations for creation, reuse, and preview steps. Read the catalog guide for framework coverage and the other organizational domains.