Managing finances within a care environment, using vulnerable adult safeguarding features, is a delicate balancing act. On one hand, individuals receiving support deserve autonomy, dignity, and the freedom to make everyday purchases using. On the other hand, care providers carry a heavy responsibility to protect clients from financial exploitation, overspending, and administrative errors.

According to statutory data compiled by the NHS England Safeguarding Adults Collection, financial and material abuse consistently ranks as one of the most widespread risks. Roughly 17% to 20% of all concluded Section 42 safeguarding enquiries. Furthermore, local authority safeguarding trends reveal that a staggering 76% of financial abuse concerns involve a perpetrator who the individual knows. These instances rely on environments that lack transparent, real-time transaction oversight.

Introducing Automated Low and High Balance Monitoring

Tracking the day-to-day spending cash of individuals in care required intensive manual oversight, spreadsheet tracking, or checking physical bank statements. To counter these systemic risks, Cleva is dedicated to introducing proactive vulnerable adult safeguarding features built directly into our digital infrastructure. We are thrilled to announce a major upgrade to our platform: the launch of Dual-Threshold Smart Balance Alerts. Our latest release introduces a complete safety net for digital wallets by letting managers set upper boundary notifications simultaneously.

With these newly expanded vulnerable adult safeguarding features, clients can now activate automated email notifications for two different financial concerns:

• • Low-Balance Alerts: Triggers an immediate notification when a wallet drops below a set floor (e.g., £10).

• • High-Balance Alerts: Triggers a notification the moment a wallet breaches a set ceiling (e.g., £100).

Together, these boundaries form a secure financial corridor that protects both the client’s independence and the care organisation’s compliance standards.

Why Utilise Dual-Threshold Alerts?

By automatically tracking both the floor and the ceiling of a wallet, Cleva’s vulnerable adult safeguarding features streamline oversight:

• • Guarding Against Unchecked Accumulation: When a balance grows unnecessarily large, the risk of opportunistic financial abuse or inappropriate purchases increases. With this new feature, Cleva helps clients to pause standing orders until the excess wallet balance has been used.

• • Oversight in Domiciliary Care Environments: Domiciliary care agencies manage dozens of scattered wallets for independent community clients. Daily transaction logging a massive administrative burden for small compliance teams. Our dual alerts act as an automated compliance officer. The alerts flag anomalies to staff automatically, before vulnerabilities are exploited.

How to Enable This Feature

We believe in compliance-first, tailored configurations. Because every care organisation and individual has unique safeguarding requirements, these thresholds are completely customisable down to the specific wallet level.

🔔 Ready to activate Low & High Balance Alerts? This capability is live and available now to all active clients. To set up your custom threshold corridors, simply reach out to your dedicated Customer Success Manager. We will configure the parameters to match your organisation’s exact safeguarding protocols.

By eliminating the visibility gaps around physical cash and unmonitored bank accounts, Cleva continues to replace operational risk with absolute transparency. Protect your clients, support your staff, and secure your reputation.