Contact
Start with the review you have to do twice.
A figure is checked where it is produced, then checked again from the documents up by the auditor or lender who receives it. A verification receipt records which policy was applied and what came out, so the second reviewer would start from that record instead of assembling the evidence again. Write about a fund NAV or property workflow, an integration, funding or an open research problem. The form only prepares a draft email, and you send it yourself.
Conversation paths
Choose the path closest to your question.
Before you write
What to include, and what never to send.
Include
- Your role, and the kind of organization you work in.
- The workflow or research question, for example a fund NAV update or a property review.
- Where the evidence behind the figure sits today, and who has to check it.
- The part of the protocol you want to discuss, such as the receipt format, the offline verifier or the registry entry.
Do not send
- Source documents, evidence bundles, investor or tenant data, or any confidential figure.
- Private or signing keys, API secrets, passwords or other credentials.
Write to Loquitur
Your message.
Before you write
Not ready to write yet? Take the workflow to the people who would be in the room.
One PDF with the diagram and the seven stages, each explained in business and in technical terms, to print and pass around before a review.