One idea: manage claims, then build on them.
The claim, not the piece, is the unit of approval. Each claim is approved once with its risk information, then reused across pieces. Reviewers only review what is new or changed. Leaders see status and turnaround across every system.
Architecture
Label, evidence, existing content libraries
One governed record per claim
Open screenClient's own workflow; review triage plugs into it
Open screenBuild pieces from approved claims
Open screenSends pieces to channels
Collects status and timing from every step
Open screenToday
Claim A is re-reviewed inside every piece that uses it.
Claims first
Claims are approved once, then assembled into pieces.
Six screens
One governed record per claim, with its risk information, status and every piece that uses it.
Counts, review queue and the impact of a label update.
Assemble an email, sales aid or leave-behind from approved claims.
Reviewers see only what is new or changed; derivatives go to a quick bench.
Four answers in 30 seconds: stuck, turnaround, per status, find an item.
Where any item is now, where the status came from, every iteration.
Follow one claim end to end
- 1Created as New, with its referenceClaims
- 2Approved after review, expiry date setClaims
- 3Placed in an email, sales aid and leave-behindAssembly
- 4Reviewers see only what is new in each pieceAssembly
- 5Label update flags the claim and lists affected piecesClaims
- 6Modified claim re-reviewed, derivatives to quick benchAssembly
- 7Leader sees what is stuck and how long review takesVisibility
Success criteria
A reviewer sees which claims in a piece are unchanged; a label update lists every affected claim and piece; a leader answers the four questions from one screen.