With the power of Ontra, you can transform inbound DDQ requests into a digitized list of questions for your team to address and let AI take the first pass on responses for your team to review and approve. 

Digitize Inbound DDQs

Automatically extract requests into a digital list of questions for your team to address. 

1. In the left-hand navigation, select Requests
2. Click Add Request
   
3. Upload the questionnaire (PDF or Word document highly recommended) and fill out key details such as the DDQs Due Date, the requesting Investor, DDQ Owner, and Reviewer.
4. Click Add

Once uploaded, your questionnaire will be digitized within two hours (by Ontra’s AI model with human in the loop validation). Once completed, you and the DDQ Owner (if listed) will be notified via email, and your team can start reviewing, assigning, and approving suggested responses to questions.

Deploy AI-Powered Answers

Once the upload completes, you can begin reviewing, editing, and approving suggested responses! On the Requests page, open the applicable DDQ request by clicking the hyperlink.

After clicking into a DDQ request, you'll arrive on a page that displays the DDQ’s table of contents, the list of questions that we’ve abstracted, and the original uploaded document. 

• Use the Table of Contents to quickly navigate to a specific section
• Response suggestions will be labeled with: From Precedent Library or AI-Generated Draft

1. Click Review Suggestion on a response 
2. If the response is From Precedent Library:
   1. Review the References tab to see where the suggested response was sourced from in your precedent material, when the answer was last used, and open the material if needed
   2. Click Precedent Search to find other potential responses - ask any question of your precedent or leverage keyword search 
      
3. If the response is an AI-Generated Draft:
   1. Open the Reasoning drop-down to review how the answer was drafted based on scope, timing, and completeness
   2. Review the References tab to see the most relevant related content in your precedent material and open the material if needed
   3. Click Precedent Search to find other potential responses - ask any question of your precedent or leverage keyword search
4. Edit the response if needed and Save
5. Once you are satisfied with the answer, click Apply Suggestion

If an answer is not suggested from your precedent or AI-generated, use the Add Response button to draft one manually and save the draft for approval. All approved, unique answers are captured in real-time in your Precedent Library under Questions to improve future suggestions.