Filing Advisor

Today a regulatory filing specialist may take weeks or months to research information from previous filings and their supplementary documents. Many times, they may have to read through entire documents before determining if there is relevant content they need to aggregate for their new filing.

User Profile(s):
Regulatory Draft Specialist

Business Value:
A lot of time is spent on searching for filing documents, reading, taking notes, and analyzing research results to find key trends and themes. This time could be greatly reduced by having a tool with the ability to quickly find relevant documents based on criteria provided by a user and synthesize information from one or multiple sources.

Use Case Narrative

Precondition(s):
Collecting (web scraping) documents from public utility commission websites.

Function(s):
Retrieve one or multiple filings that match user-input criteria, summarizing key points and themes from correlated documents on content, strategies, tone, and structure. Use previous filings to provide guidance to user on leading or ineffective strategies for obtaining filing approval.

Sequencing: