Bundle catalog

Source-aware compliance bundle for 340B Drug Pricing Program Compliance applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route 340B Drug Pricing Program Compliance work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Personal Information Protection Act (Alberta) - Core Obligations applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Personal Information Protection Act (Alberta) - Core Obligations work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for ACA Applicable Large Employer Information Reporting applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route ACA Applicable Large Employer Information Reporting work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance hub for Americans with Disabilities Act Title III public accommodation and digital accessibility questions.

Solves: Triage ADA Title III and digital accessibility questions without inventing legal conclusions.; Separate DOJ source facts, W3C/WAI technical-standard facts, user-provided accessibility evidence, assumptions, and missing verification.

Source-aware compliance bundle for Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Books and Records Rule applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Books and Records Rule work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Brochure Delivery (Form ADV Part 2) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Brochure Delivery (Form ADV Part 2) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Business Continuity & Succession Planning applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Business Continuity & Succession Planning work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Code of Ethics (Rule 204A-1) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Code of Ethics (Rule 204A-1) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Compliance Program (Rule 206(4)-7) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Compliance Program (Rule 206(4)-7) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Advisory Contract & Performance Fee Requirements (NASAA) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Advisory Contract & Performance Fee Requirements (NASAA) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Custody Rule applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Custody Rule work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Cybersecurity Policies (NASAA) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Cybersecurity Policies (NASAA) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Marketing Rule (Rule 206(4)-1) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Marketing Rule (Rule 206(4)-1) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for State Adviser Minimum Financial Requirements & Bonding applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route State Adviser Minimum Financial Requirements & Bonding work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Investment Adviser Proxy Voting Rule (Rule 206(4)-6) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Investment Adviser Proxy Voting Rule (Rule 206(4)-6) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Framework hub for applying Agile values and principles to software delivery without confusing the umbrella with Scrum, Kanban, XP, SAFe, or another specific method.

Solves: Anchor Agile guidance in the Manifesto values and principle themes.; Choose between Agile method families based on context instead of labels.

Tool bundle for source-aware Amplitude product analytics planning, event taxonomy review, funnel analysis, cohorts, experiments, and session replay evidence handling.

Solves: Plan Amplitude analysis without inventing event names, properties, chart definitions, cohorts, or account settings.; Review product analytics evidence with explicit metric definitions, filters, identity logic, and source-of-record caveats.

Source-aware compliance bundle for Annual Audited Financial Reports (Rule 17a-5 Part III) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Annual Audited Financial Reports (Rule 17a-5 Part III) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Annual Independent Audits and Reporting applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Annual Independent Audits and Reporting work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Annual RTO Registration Charges and Fees applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Annual RTO Registration Charges and Fees work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.

Source-aware compliance bundle for Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) applicability, evidence collection, source inspection, and review-ready decision support.

Solves: Route Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) work to the right source category and evidence set.; Separate verified source facts, user-provided facts, assumptions, and missing evidence.