Batch Assessment is an assessment-support feature in which an AI agent reviews the reference materials for each evaluation item, matches them against the information you need, and makes a first-pass decision.
Assessment checklist items are defined from requirements inside and outside the organization — laws and regulations, industry standards, customer requirements, internal policies, security guidelines, and more. Those premises shift with the social and business environment, and as existing items are revised and new review angles are added, both the materials to reference and the content to judge keep growing.
You have to locate where in a document the relevant statement lives, then leave an audit trail that a third party can follow. The more carefully you try to do these assessments, the longer the checking takes, and interpretations of each item vary from person to person. As a result, keeping evaluation quality consistent is hard, and running it as a controlled process has its limits.
Policies, registers, logs, specs, contracts, past answers — the information needed for a check is often not gathered in one place.
Answering even a single item tends to require searching for the relevant passage across multiple materials.
Which materials did they look at?
Which statement did they base it on?
How did they interpret it, and why did they reach that decision?
This decision-making process tends to live in an individual's experience and memory, making it hard for a third party to verify later.
Even for the same item, the scope each person checks and the angles they weight can differ.
As a result, the answers, the reasons, and the evidence required all diverge, making consistent quality hard to hold.
Batch Assessment
Take assessments into an era
you run together with an AI agent.
The essence of Batch Assessment is not just automating evaluation, but
building a first-pass decision process that leaves an audit trail and checks to the same standard every time.
Batch Assessment takes the material review, evidence identification, requirement matching, and evaluation decisions that staff used to do one item at a time, and runs them in one pass, item by item, with an AI agent.
*Videos are for illustrative purposes only.
Because Batch Assessment lets you see not only the result but why the evaluation came out that way, it doubles as an audit trail that's easy to review afterward.
*Videos are for illustrative purposes only.
Batch Assessment doesn't just decide the result — for each item it organizes which statement in which material it referenced, why it arrived at that draft evaluation, and what information is still missing to decide.
*Videos are for illustrative purposes only.
Shows the first-pass decision the AI agent made for each evaluation item.
It evaluates according to predefined decision categories such as "Compliant," "Not compliant," "Out of scope," or "Cannot decide."
Explains why it reached that decision, based on the content of the referenced materials and the decision criteria.
It lays out the reasoning behind the decision in prose, so staff can review it easily.
Shows the relevant passage within the document that served as the basis for the decision.
By checking the excerpt, staff can immediately see which statement the AI's decision rests on.
Shows the source material's name, page, section, file name, and more.
It keeps everything in a state where you can verify the basis later and trace the source during review or audit.
Mechanical work — hunting for evidence and filling in evaluation sheets — grows in proportion as items increase. Batch Assessment hands that mechanical work to an AI agent, freeing up time for the things people should be spending it on: confirming whether the evidence meets the requirements, and moving ahead with countermeasures for the items not yet addressed.
*Videos are for illustrative purposes only.
Batch Assessment lets you run the same checking work repeatedly under the same conditions, the same standards, and the same output format. Instead of generic AI chat — where the choice of files, the prompts, the decision criteria, and the output format change from person to person — you run with the checklist, reference materials, evaluation criteria, and review angles all lined up in advance.
Each time, staff gather files, write the prompt, and evaluate the output. Convenient, but the quality of the prompts and the review angles depend heavily on the person.
The organization's knowledge, evaluation criteria, and output format are defined in advance. Whoever runs it, the same framework produces an evidence-backed first-pass decision.
*Videos are for illustrative purposes only.
Batch Assessment isn't a run-once-and-done tool. Administrators can see which Batch Assessments are in use across the organization, which checklists have been run, and how many items have been processed.
By reviewing execution status, review status, the number of items processed, and the output results, you can make ROI visible and understand how each department is putting it to use.
*Videos are for illustrative purposes only.
Batch Assessment is a fit for work where the checklist items are listed out and the basis for each answer or decision lives in internal documents, evidence, specs, or contracts. It shines in areas where the same format of checking recurs regularly and the burden of judgment and transcription falls on staff.
For the checklists arriving from headquarters or audit teams, it makes a first-pass decision across policies, procedures, management registers, and audit trails. Beyond the draft answer, it makes the reason, the source, and the missing evidence clear.
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Learn more→ Information extraction from investment & asset-management documents
Turn heavy investment documents into managed data without relying on AI-OCR form templates. From contracts, fund reports, notices, and side letters, it extracts commitment amounts, distribution terms, fees, notice deadlines, and exception clauses — listing out a summary, the excerpt, the source, and items to confirm.
Learn more→AskDona
Not an AI that just answers, but an AI that moves your checking work forward. It connects the technology behind evidence-backed answers straight into the real work of evaluation, decision, and extraction.
Register policies, procedures, management registers, evidence, specs, contracts, and past answers in AskDona.
Register the question items, evaluation items, and extraction fields managed in Excel and elsewhere.
Administrators set the decision categories, answer policy, the knowledge to reference, and the output columns.
For each item, it finds the related documents and outputs the draft answer, decision, reason, source, and missing info.
Staff review the AI's decision and its evidence, correct it as needed, and then finalize the evaluation.
Yes — files uploaded to the RAG database are managed on servers within Japan.
Yes. AskDona enforces strict logical separation of customer data based on login credentials, so other customers cannot access your data.
For organizations whose policies prohibit moving internal data outside, AskDona can also be deployed into your own contracted cloud (AWS, GCP). Contact us for details.
AskDona supports major formats — PDF, Word (.docx), PowerPoint (.pptx), Excel (.xlsx), CSV, HTML, Markdown, and image files. Contact us for capacity and operational limits.
No. Questions and uploaded files sent to AskDona are never used to train ChatGPT or other generative-AI models. Any models we adopt going forward will be limited to those covered by no-training-on-customer-data agreements.
