AI pre-review of investment proposals
Checks investment proposals for completeness, accuracy, cross-sheet consistency, business sense and policy compliance before submission.
- Proposals bounce back again and again, and headquarters reviewers are overloaded.
- Investment management at state-owned and group enterprises
- Private deployment, delivered in WeCom, Feishu, DingTalk or on the web
- Item-by-item checks against a standard template, pinned to the cell with the reason
- Submitters resolve each item; revised uploads are re-reviewed automatically
- Shows “pre-review passed” only after a reviewer confirms
- Execution tracking and post-evaluation reminders