Skip to content

OCTA productPilot

Self-Service Assurance

Check a document against an approved Standard and receive a sealed assessment that records which Standard version was used.

Who it is for

When you must show which Standard was used.

Built for teams that check documents against internal rules and need to show which version of those rules was used, and who approved it.

An AI chat can comment on a document. It cannot show which Standard it was given, who approved it, or that its answer has not changed since. Self-Service Assurance records all three.

How it works

From approved Standard to sealed result.

The rules are approved and fixed before any document is checked against them.

  1. 01

    A Standard is approved

    A Standard sets out the requirements. Your company’s approver signs off its exact wording, then an OCTA administrator who did not prepare it publishes it.

  2. 02

    You describe the case

    Give the case a title, the country, the context, the document type and the check you need.

  3. 03

    Rules pick the Standard

    The matching Standard is chosen by fixed rules, not by AI. Your company’s own Standards are tried first.

  4. 04

    You confirm

    Confirm the exact Standard and its limits, and that you are authorised to submit the document.

  5. 05

    AI checks the document

    The check runs within fixed limits. The result is sealed and given a signed receipt.

  6. 06

    You review the result

    Accept it for the stated use, or record your concerns. Your decision is kept and cannot be changed.

AI and people

AI checks. People set the rules.

People write, approve and publish every Standard. The AI is given the one you confirmed and cannot alter its result once it is sealed.

What AI does

  • Checks one document against the Standard you confirmed.
  • Works within fixed limits on time and steps for each check.
  • Must pass automatic structure and quotation checks before the result is sealed.
  • Does not choose the Standard and cannot change a sealed result.

What people do

  • Your author drafts your company Standard.
  • Your approver, who did not write it, approves the exact version.
  • An OCTA administrator who did not prepare it publishes it.
  • You confirm the Standard before each check, and review the result.

What makes it defensible

An assessment you can trace.

Each safeguard below is built into Self-Service Assurance today.

Four eyes on every Standard

Nobody approves or publishes a Standard they wrote or edited.

Exact versions

Approval applies to the exact wording reviewed, and any edit clears it. Published Standards never change.

Rules choose the Standard

Matching uses fixed rules, not AI, and you confirm the match before anything runs.

Sealed results

Each result carries a signed receipt, a checksum and a seal, shown alongside the assessment.

Review on record

Every result waits for review. The decision is recorded and cannot be altered afterwards.

Files are not kept

The uploaded file is removed as soon as it is sent for checking, and the processing copy is deleted automatically within a few days.

What you get

A sealed assessment, tied to the Standard it used.

Each assessment includes a summary, key points, risks, recommended actions and a confidence level, and every result is marked for human review. It is shown with the Standard version, a signed receipt, a checksum and the seal.

Status: Pilot

Current limits.

  • Self-Service Assurance is in pilot and available by enquiry. Access is enabled after a quotation is agreed.
  • Checks are available for general business documents. Financial, Marketing and Sales checks are not available yet.
  • One PDF, Word, Excel or PowerPoint file per case, up to 96 KB. The number of checks per day is capped during the pilot.
  • Only text that can be selected in the file is checked. Scanned pages and pictures inside a file are not read, so a file without selectable text gives an assessment based only on your case details and the Standard.
  • Assessments are not yet broken down requirement by requirement, and they are shown on screen only. Downloads are not available yet.
  • The person who submitted the case reviews the result. A separate second reviewer is not required yet.
  • Case records are kept as an audit trail. Deleting a case is not available.
  • Checks use an external AI model provider, and processing may take place outside the UK and EU.
  • An assessment supports your decision. It is not legal advice, certification or regulatory approval.

Pricing

Start with one Standard.

Self-Service Assurance is priced per named user per month, with an agreed monthly allowance of cases. Terms are agreed in a quotation before access is enabled.

We use cookies to improve your experience, personalize content, and analyze site traffic. By continuing to use our site, you agree to our use of cookies.

Visit Exhibition Hall

Schedule Video Meeting

Let’s schedule a meeting to discuss important matters and collaborate effectively.

[wpdatatable_cell table_id="6" row_id="1" column_key="companyvideo"]
[wpdatatable_cell table_id="6" row_id="1" column_key="companyvideo"]

Get in Touch with Our Global Business Management Experts

The Courses