SUPPLIER VIEW
Set a proportionate request
Start from the supplier’s work and possible losses, with or without a clause. Ask why the supplier proposes changes.
OutputRequirement and next action
Open Guide Solution Finder
Choose what you need to understand.
Showing all six options.
CUSTOMER VIEW
Respond to wording
Compare requested types, limits and terms with your work and standard position.
OutputResponse and fallback
Open Guide TECHNOLOGY VIEW
Test insurance fit
Connect data access and service failures to relevant insurance.
OutputInsurance requirements and open questions
Open Guide EVENT VIEW
Frame the activity
Identify who controls the venue, equipment and activities.
OutputActivity facts and responsible party
See Example EVIDENCE VIEW
Check a supplied document
Compare supplied evidence with your requirements or insurance statement.
OutputDisplayed facts and next request
Evidence Workflow RISK OR ADVISOR VIEW
Reuse a clear position
Reuse relevant positions. Record deviations, remaining risk and the decision.
OutputSaved position and decision history
Risk and Advisor View Your team
Find your team’s perspective.
Connected Perspectives
Teams contribute relevant facts.
Business teams explain the work; insurance and legal reviewers help assess requirements. Authorized people decide on exceptions.