Merge the AI output files into one file per phase
Select every batch file for a phase at once (Ctrl/⌘-click). Duplicates across batches are removed automatically and the AI formatting is preserved.
Phase 1 (all companies)
All accepted / rejected companies. Download is optional but recommended.
Phase 2 (accepted only)
Only Phase-1-accepted companies. Preparer & reviewer columns are added for the review step.
Preparer & reviewer justify Phase 2
- Open the combined Phase 2 file. The preparer reviews each company and fills the Preparer Decision (ACCEPT/REJECT) and Preparer Remark / Reason columns.
- Send it to the reviewer, who fills the Reviewer Decision and Reviewer Remark / Reason columns and signs off.
- Once agreed, use the reviewed Phase 2 file in Step 2 below. The final decision follows the reviewer (falling back to preparer, then AI, if left blank).
Generate the Internal Benchmarking (Final Phase 1 & 2)
Produces a workbook with two sheets: “Phase 1 & 2” — all companies (accepted first, highlighted & alphabetical) with a Comments column — and “Phase 3” — the accepted companies laid out for the detailed financial review (Company Y/E, AFS availability, referable dates, reason summary). Final follows Phase 2 (reviewer).
Combined Phase 1 file
The Phase 1 (COMBINED) file from Step 1. It supplies the companies rejected at Phase 1 (they never enter Phase 2), so the final lists all companies.
Reviewed Phase 2 file
The combined Phase 2 file with reviewer columns filled in.