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bank fraud forum

Connecting Internal and External Fraud

August 26, 2009 by Paul McCormack
2 comment(s)

We all know that banks are victims of both internal and external fraud. However, the amount of internal fraud that a bank typically reports, at least in my opinion, is often understated. In general, banks do not have the technology to identify an employee's involvement in external fraud schemes.

The economy has been in free fall for months and employees are facing tremendous financial pressures. Given the vast amount of data available to bank employees, can anyone say with a straight face that internal fraud has not increased dramatically in the last eighteen months? Let me be clear, the acceptance of artificially low internal fraud losses is not just a banking industry problem. Many other industries suffer from the same underreporting. Unfortunately, accepting low internal fraud numbers actually allows "external” fraud to grow.

Granted, it is possible that a terminated employee could continue to commit fraud against the bank once fired. They may have had the forethought to email the information that they stole from the bank to their personal email account for example. However, eventually, they will run out of account information and their fraud will grind to a halt. That is assuming one of their friends that remains employed with the bank is not involved in the same scheme.

As this brief scenario indicates, employee fraud is difficult to stop, but certainly not impossible. Accepting artificially low internal fraud numbers is just not smart business. The decision to redouble efforts to uncover internal fraud and reclassify external fraud losses, may not be immediately well received, or make you popular with senior management. However, "this too shall pass", especially when external fraud losses drop to a lower run rate!

To illustrate the point, consider the following example of external fraud that was really an internal fraud. The bank involved shall remain nameless, but they are a reasonably sized bank based in the US. Within a period of about two years, the banks experienced a 20% increase in external check fraud. All assumed that the bank's recent acquisition of a smaller competitor was contributing to the increase.

After about eighteen months, the bank noticed that the victims were disproportionally high net worth individuals. A curious fraud investigator asked the bank's IT department for a report of bank employees that accessed the victim's checking accounts. Unfortunately, or fortunately (depending on your perspective), all of the victim accounts had been accessed by a branch employee in the newly acquired competitor. The employee printed as well as emailed the account information to members of an organized crime syndicate that brokered the information to the criminal community. If the bank had been appropriately focused on monitoring employee activity, surely this employee fraud would have been detected far sooner.

Accepting low internal fraud losses may be politically expedient but will not help the bank in the long term. Changing the bank's focus and securing the appropriate investment to combat internal fraud will not be easy. However, the short term cost will translate in to long term gains in the form of lower internal and external fraud losses.

Were you able to convince your bank that external fraud included undiscovered internal fraud?


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Recent Comments:

Nittany
August 27, 2009 - 8:36 AM
"I believe another issue with reporting is how the bank catagorizes their losses. When a bank determines an employee was part of the fraud activity, if they do not reclassify the booked losses to reflect internal fraud or involvement, then they are inaccurately reporting as well as under reporting their losses relating to employee fraud. Banks teeter on the fine line of disclosing their losses due to customer runoff and reputational risk. Also booking a loss as a credit loss has less impact to the bottom line verus booking the loss as a non credit or operational loss. So if the bank engages in 'fuzzy math', the fraud within will be their cancer that eats away at them from the inside. "
Paul McCormack
August 27, 2009 - 12:05 PM
"You raise a very important point. Once the bank discovers that external fraud was actually internal fraud, do they reclassify? I suspect that for many banks reclassifying from external to internal is not a priority nor particularly appealing to senior management. Simply put, there is no immediate benefit to the bank in doing so. If that is the case, why do it? This lack of interest is a bi-product of the failure to appropriately detect internal fraud in the first place. I agree with you that credit and operational loss can contain misclassified internal and external fraud losses. Much easier to hide a big problem alongside even bigger problems. Thanks for sharing your thoughts. Your comments are a great additional to the post. "