AI Generated PBC Request Lists
Given the technology embedded in UpLink, it would be great to automatically generate PBC lists based on firm methodology, engagement type, prior lists, and client industry as a starting point for request list management. We should also be able to roll this list forward to interim and next year periods using the same feature. Currently PBC request lists must be managed outside the platform in Excel and is difficult to maintain centrally and implement at scale.
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AdminDirk van Portfliet
(Team Lead, DataSnipper)
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