01
Identify outdated data
A notice at the top of the report flags changes to its underlying data and explains what changed.
(06 / 08) IP & risk suite / Due-diligence reports
Templating Engine.
Repeatable reports for IP-backed lending.
I designed an internal tool for preparing the IP analysis reports used in IP-backed loans. Templates bring company data, comparisons and analyst commentary together. Data snapshots and version history keep the published report connected to the information used to produce it.
Open the app02
Add commentary and annotations
Analysts can explain scores with commentary, annotate the report for readers and leave internal comments for their team.
03
Review previous versions
Each generated version preserves its publisher and the data snapshot used at the time.
Next in the suite
Vendor Verification →
Spokane, WA · 00:00:00
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