<!-- Templating Engine · Adam Parish -->
> An internal Aon tool for IP-backed loan reports: templates combine company data, comparisons and commentary, with snapshots and version history behind each.

(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.

Context IP & risk suite

Role Design & front-end

Year 2020 – 21

Focus Templates · Data snapshots · Publishing

[Open the app](https://atomparish.com/lab/template-engine/)

## Identify outdated data

A notice at the top of the report flags changes to its underlying data and explains what changed.

## Add commentary and annotations

Analysts can explain scores with commentary, annotate the report for readers and leave internal comments for their team.

## Review previous versions

Each generated version preserves its publisher and the data snapshot used at the time.

Next in the suite

[Vendor Verification →](https://atomparish.com/work/vendor-verification/)

Spokane, WA
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