UC-399
Live Figure Verification for DDQ Answers
Checks every figure in a consultant DDQ or RFP answer against live performance and AUM records, flags stale text, and drafts the response.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
Every RFP repeats questions the firm has answered before, but the numbers and team biographies have moved on. Answers live in old submissions, so the same figure appears three different ways in three documents.
How It Works
- Reads the incoming DDQ or RFP, the approved answer bank, past submissions and performance data.
- Checks each figure against live performance and AUM sources and flags answers out of date.
- Returns a drafted response with stale answers flagged and the reviewer named for each section.
What It Removes
- Copying answers out of last year's submission
- Re-verifying AUM and track record figures per bid
- Chasing product and legal sign-off on stock answers
Input Data RequirementsIncoming DDQ and RFP documents, approved answer bank, past submissions, performance and AUM data, team biographies, approved marketing text
Output FormatDrafted questionnaire response with each answer sourced, stale figures flagged for refresh and a reviewer assigned section by section
“Six hundred questions, four hundred of which we have answered before, and we still start from a blank document.”