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Turning a fragmented, months-long due-diligence process into a transparent GenAI research workflow built on trust and visibility.

Turning a fragmented, months-long due-diligence process into a transparent GenAI research workflow built on trust and visibility.

TL;DR:

Marsh, a Fortune 500 asset and wealth management firm, relies on researchers to write the due diligence reports clients use to choose asset managers. Each report took 6 to 8 weeks by hand. With AI, RateSense cut that to 1 to 2 days.

Marsh, a Fortune 500 asset and wealth management firm, relies on researchers to write the due diligence reports clients use to choose asset managers.
Each report took 6 to 8 weeks by hand. With AI, RateSense cut that to 1 to 2 days.

What’s the problem?

A due diligence report mixes the researcher’s own judgment with facts taken from source documents. During an audit, reviewers need to know which lines a person verified and how well each claim is backed. General AI assistants show neither, and fixing one sentence regenerates the whole section.

Whats the solution

RateSense adds a trust and transparency layer to AI drafting. Every paragraph is labeled as written by AI or by a researcher. Each claim links to the exact page it came from, with a confidence score based on how many sources back it and how reliable they are. Researchers rewrite only the sentence they select.

My Contribution

Owned the 0-1 UX design for RateSense, from discovery through shipped delivery.

Owned the 0-1 UX design from discovery through shipped delivery.

Discovery workshops with 15 SMEs.

Synthesized findings into a future-state service map unifying 3 fragmented legacy platforms and where AI could take over.

Partnered with 3 Gen-AI Engineers

to design 5 human-in-the-loop features behind the AI-Report creation: Attribution, citations, & confidence scoring.

Design & Shipped 2 end-to-end flows

Designed and Demoed the platform to senior leadership, including global managers, SMEs to secure buy-in for broader rollout

A peak into my Design file: Here’s what & how I shipped this project!

The Problem

Researchers had little to no trust because a single unverified A.I generated claim isn’t an inconvenience. It’s a compliance risk!

Researchers had little to no trust because a single unverified A.I generated claim isn’t an inconvenience. It’s a compliance risk!

Lack of Verifiability

Researchers had little to no trust because a single unverified A.I generated claim isn’t an inconvenience. It’s a compliance risk!

This is an example from a well-known app

Invisible authorship

Finished report reads as one voice, with nothing on the page showing weather something is written by A.I or human. Which matters most during an audit.

by AI?

by a Researcher??

Lack of control

ChatGPT, Claude etc. are general-purpose AI assistants, Not made for iterative workflows. Researchers were stuck switching between A.I and word just to improve content for a portion of the report

The Solution

Unifying 3 disconnected platforms into an AI-assisted workflow. Every source gets pulled into Source library, and a report can be generated directly into Marsh’s standard template

Play

Play

Inspect Mode and Citations

Clicking into Inspect Mode surfaces all the meta-data behind a claim, along with a citation, confidence score covering language, tone, and how reliable that source actually is.

How this solves the problem

This gives a compliance reviewer exactly what the invisible authorship problem was missing: a clear, immediate answer to who wrote a given line.

Attribution

Hovering over any line shows whether AI wrote it or a person did. The distinction that used to be invisible across the whole report is now visible one hover at a time.

How this solves the problem

This adds a trust and transparency layer on top of the report. A claim is never just asserted, All the metadata is shown

Play

Inline editing and versioning

Iterate the AI-generated content without losing context generate multiple versions of the reports

Play

Select any part of the report, give it a quick instruction, and it updates in place. No full reprompt required.

Play

Lock a section and then regenerate the rest of the report from new documents without touching what is already approved.

Impact

RateSense turned a 6-to-8-week manual process
into a 1-to-2-day AI-assisted workflow

RateSense turned a 6-to-8-week manual process
into a 1-to-2-day AI-assisted workflow

0%

Pilot Adoption Rate (n=50)

Before company wide-roll out

0%

Pilot Adoption Rate (n=50)

Before company wide-roll out

0x

Faster report generation

Compared to Industry standard AI tools

0x

Faster report generation

Compared to Industry standard AI tools

0%

User satisfaction Metrics

20% Increase after iterations

0%

User satisfaction Metrics

20% Increase after iterations

This deep dive is classified.

Meet me for coffee and I’ll slide a briefcase full of secrets across the table!

Here’s what’s inside(Pun intented):

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Deep Dive into Design Process

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Discovery Insights from 15 SMEs

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HITL Explorations with GenAI Engineers

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Rationale on Design Decisions

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Testing results & Iterations

Business Goal

Develop a Minimum Viable Product (MVP) that provides hyper-personalized travel experiences, leading to higher user acquisition and potential monetization opportunities

My Personal Challenge

Unfortunately, We didn’t have direct access to end user until later in project!

My work around

No collaborative AI-powered trip planner that helps groups coordinate plans seamlessly.

Key Partnerships

  • Travel booking platforms: Hotels (Booking.com, Expedia, Agoda)

  • Flights (Skyscanner, Kayak API)

  • Tours (basic partnerships for experiences)

  • AI/ML tech providers (OpenAI, Llama for route personalization).

  • Influencers for early beta testing & launch push.

Key Activities

  • Travel booking platforms: Hotels (Booking.com, Expedia, Agoda)


Great for itinerary organization

Great for itinerary organization

Customer Relationships

  • Optional personalization adjustments to fine-tune profile over time.

  • "Smart match" system recommending trips based on user's evolving personality

Channels

  • Mobile App (Primary) — iOS & Android (direct download).

Customer Segments

  • Frequent travelers (both leisure & business) looking for quick trip curation.

  • Millennials and Gen Z travelers who prefer personalized, plans.

  • First-time travelers seeking simple and fast itinerary solutions.

  • Small groups & solo travelers needing flexible planning.

  • Occasional travelers who want easy plug-and-play trips without research.

Great for itinerary organization

Great for itinerary organization

Timothy

Chandan

Business Model Canvas