USE CASE - DEALER BANKS
Dealer banks
A desk lead asks whether this desk is licensed to use this index, and gets a yes or no in seconds, with the source clause attached.
THE PAIN
The estate is too large for one head to hold
A senior professional on a markets or data licensing desk, often a lawyer by training, is responsible for a slice of the vendor book: in one real case, 23 of roughly 80 vendors. Their day is interrupted by questions they are expected to answer from memory: Is this desk license to use this index, what does the fee schedule say now, does the cap still apply? The answer sits across a master agreement, dozens of order schedules, and dozens of amendments, some of which are suspected missing. The estate is simply too large to hold in one head, and nobody before them held it either.
What they fear is being wrong in writing: a regulator, an auditor, or their own management asks for the contractual basis of a position, and they cannot evidence it.
THE PREVENTION
Open with CD Truth, scale into CD Ask
CD Truth resolves precedents across the master, it schedules, and every amendment. CD Ask gives the desk a fast answer, in seconds, with the source clause attached. As the license or vendor management team expands the relationship, CD Performance reconciles what is invoiced against what the contract says across the whole book, and CD Compliance evidences the regulatory position rather than leaving it believed.
The consolidated database. What you actually have, and whether it holds together.
Fast answers from the database for people who need them daily.
ACROSS THE BANK
Everyone who touches the vendor book gets something
The desk lead gets fast, accurate answers on their slice of the book. License and vendor management get what is invoiced reconciled against what the contracts say. Compliance and third-party risk get the regulatory position evidenced, not believed. Procurement gets a supplier onboarding process that clears before anything is invoiced.
HOW IT LANDS
A CD Blueprint engagement is a small trial that proves Consolidocs works inside your specific environment: your own documents, consolidated correctly, within days, for one desk.
