A new third party
Check whether licences, certificates and registrations cover the proposed activity before approval.
Automate the evidence review.
See the proof behind each finding.
Baselex reads the contents of permitted documents, checks them against compliance requirements and presents evidence-linked findings. Your experts focus on exceptions and required approvals, not manual document review.
Compliance on AutopilotFirst workflow: third-party due diligenceAvailable for demo and pilot discussions
Less evidence hunting. More informed decisions.
Give your team a prepared review, not another search through documents and earlier assessments.
Define the review once.
Agree the decision, requirements and permitted sources. That scope guides the agent work and gives your reviewers a shared basis for assessment.
- Less manual preparation
- Agents gather the permitted evidence and check it against relevant regulations and policies.
- Clearer follow-up
- Request the specific missing material, with the requirement it needs to satisfy.
- Focused change review
- Revisit affected decisions when monitored inputs change, with the earlier result available for comparison.
A review package, not another document folder.
In the fictional supplier example, your reviewer receives:
- The finding and its reason
- The licence covers a different site from the one requested. The record connects that mismatch to the relevant requirement.
- The supporting source
- The licence reference and the site information used in the check, so the reviewer can inspect the evidence.
- The unresolved work
- Obtain evidence for the requested site and resolve the missing registration. The case remains blocked; no approval is recorded.
Start with
third-party due diligence.
The first workflow checks whether a third party meets the requirements for a defined activity, site and market. The initial focus is suppliers and distributors in Pharma and MedTech.
An ongoing relationship
Review updated findings when monitored evidence or requirements change, including at renewal.
A change in scope
Recheck the affected decision when the configured product, site, market or requirement changes.
Explore the fictional supplier case to see the agent work, verification findings and reviewer actions. Other compliance workflows require their own scoping and validation.
See a decision exampleEvaluate the value on one due diligence decision.
Agree the scope and success criteria before the pilot. Evaluate preparation effort, finding quality, traceability and how the workflow handles relevant changes.
Bring to the conversation
- One third-party due diligence process.
- The sources agents may access and the review boundaries.
- The points where reviewers get stuck.
Agree before the pilot
Choose the cases to compare with your current process, define the review roles and permissions, and decide what a useful result would look like.
Before you evaluate Baselex.
Can we explore another compliance workflow?
Yes. Bring the decision your team needs to make. We’ll discuss its requirements and evidence sources to establish whether it fits and what would need validation before use.
Does it replace our quality or document system?
No. Baselex runs on top of your existing quality and document systems. It reads the contents of permitted documents, checks the evidence against your requirements and shows the proof behind each finding. It takes on the manual review work, while your experts handle exceptions and required approvals.
When does a person need to approve?
Your team controls the permissions. Routine actions may proceed within delegated authority; exceptions and actions needing additional approval go to your experts. A satisfied check does not remove an approval your process requires.
Can we start with a limited scope?
That is the purpose of a focused pilot: agree one decision type and the evidence needed before considering a wider rollout.
See compliance work prepared for your team.
Request a third-party due diligence walkthrough. See what your reviewers would receive and discuss the scope of a focused pilot.
Request a demo