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Industry · PROFESSIONAL SERVICESFunction · Operations & Governance
UC-766

Validate Client Study Submissions to reduce errors and rework

Client data checked against the methodology before an analyst ever opens it.

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The Challenge

The opportunity is to eliminate definition and unit errors reaching the study, validation done by hand under deadline pressure, and client queries raised late in the study cycle. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.

How It Works

  • Reads each submission against the study methodology, definitions and unit rules.
  • Compares every field against the client's own history and the peer distribution.
  • Raises a query list to the client citing the exact field, rule and expected range.

What It Removes

  • Definition and unit errors reaching the study
  • Validation done by hand under deadline pressure
  • Client queries raised late in the study cycle
Input Data RequirementsClient data submissions, study methodology and definitions, historical submissions by client, peer distribution ranges
Output FormatValidated submission with exception list, client query pack with cited rules, study data quality scorecard
“Which numbers in this submission cannot be right?”
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