At BAT, we have developed a new feature that will significantly improve the Business Book. Advisers will now be able to see instant feedback on document completeness.
The aim of this change is to help both advisers and compliance officers reduce friction points, especially when certain documents or important information are missing.
When creating a new business record in BAT, advisers can continue working exactly as before: create the advice, select the client, add the product, and upload the relevant documents.
Documents can also be added later if this matches your current process.
Once the adviser saves the new business record, our AI will automatically activate. Within seconds, users will be able to see the results.
When this module is activated, a new column will appear in your Business Book showing the AI’s analysis of document completeness.
This column will display a RAG rating:
- Red – Missing documents
- Amber – Missing relevant information
- Green – All required information is present and ready for file checking
This update will go live on the platform from Friday, 20th February and will be activated upon request.
To request activation of this module, please email support@batsoft.co.uk. Our team will contact you as soon as possible.