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Claims Substantiation Pre-Checker

Promotional claims substantiation done before MLR review, every claim tied to the page that supports it

Every claim in a promotional draft tied to the page that supports it, before it reaches the review committee.

See one case, screen by screen ↓
demo12claimsfound in one HCP email, each anchored to its page — 5 references, 9 pages
demo7decisionsleft for the coordinator — 5 flagged claims and 2 safety-text items
target13daysmedian from draft to committee approval
target71%of pieces pass their first committee round clean
The problem

Why promotional pieces come back from MLR

An agency sends a draft — an HCP email, a detail aid, a banner, a social post. Before it can go to the committee, someone has to find every claim in it, including the ones hiding in a subject line or a headline, check each against the approved claims library, find the page and sentence in the Prescribing Information or the study that supports it, and annotate the references for the reviewers.

Most of what reviewers send back is not a judgement call. It is overstated wording, a library claim used without its qualifier, an exploratory endpoint dressed up as a benefit, a comparison with no head-to-head study, or safety information from the label before last. Each one costs a round, and each round waits for the next committee slot.

typical≈29business daysper piece through medical-legal-regulatory review
target38%of pieces clean in their first committee round, before the pre-check
Where a piece’s review days goestimated
By hand29 days
With the solution13 days
  • Finding the claims and pulling the references6 → 1 d
  • Annotating the reference pack4 → 0.5 d
  • Waiting for a committee slot6 → 5 d
  • First committee round5 → 4 d
  • Rework with the agency and a second round8 → 2.5 d

Estimated split for a typical promotional piece, from agency draft to committee approval, by hand and with the solution.

How it works

How a draft moves

Five specialist agents read each draft and check every claim against the library, its references and the label; the review coordinator decides each flag, and a sixth agent builds the pack for the committee.

What comes in
Draft inPromotional draft · email, detail aid, banner, video script
Agents at work
Piece readercopy · safety · links
Then
Claim extractorevery claim
Then
Library matcherapproved claims
Reference anchorerpage + sentence
Label and fair-balance checkerlabel · safety text
A person decides
Review coordinatoraccepts, keeps or asks the agency
What comes out
Flags settled with the agency
Annotated reference pack
Booked for the committee
One case, step by step

One HCP email, from agency draft to the committee

At 07:52 Harborline Health sends PC-2144 “VELA-2 two-year results”, an HTML email to 18,400 US dermatologists. Thursday’s committee cut-off is 17:00 today. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning

    The committee clock, and what needs her

    Lena Ortiz · Promotional review coordinator

    Lena’s home screen leads with the MLR committee: Thu Oct 8 at 10:00, cut-off today at 17:00, 7 h 48 min left, 3 slots open. Five pieces wait for her, 7 flags the agents could not settle, 199 claims checked this week — and one new draft, not checked yet.

    “Before a piece reaches MLR, agents link every claim to the claims library and the exact page of its reference. You decide what goes to the committee.”

  2. 02One click

    “Run pre-check” — six steps, every one shown

    The agents

    Lena opens the new draft and runs the pre-check — about 40 seconds, and nothing changes in the source file. The piece reader takes apart the HTML email: subject line, body copy, images, safety block, links. The claim extractor finds 12 claims — 3 efficacy, 2 dosing, 2 safety, 2 access, 1 durability, 1 symptoms, 1 comparative. The library matcher links 11 to approved claims, the reference anchorer ties all 12 to 5 references and 9 pages, and the label and fair-balance checker flags 5 claims and 2 safety-text items. Readiness: 58 of 100.

    “Agents pre-check only. You decide each flag; the MLR committee keeps the review and signs.”

  3. 03Claim 1

    The subject line is a claim too — and it is overstated

    Label and fair-balance checker

    “Clear skin that lasts: VELA-2 two-year data” reads as complete, permanent clearance for every patient. At Week 16, 56% reached PASI 100, and the two-year data come from an open-label extension — 52% PASI 100 at Week 104, as-observed. The checker names the rule, highlights the passage on page 6 of the VLT-305 extension, and offers approved wording CL-0118 with its qualifier.

    Brand rule 3.2 · no absolute efficacy words · overstating effectiveness (21 CFR 202.1(e)(6))

  4. 04Claim 5

    Itch relief at Week 1: an exploratory endpoint

    Label and fair-balance checker

    Itch at Week 1 came from an exploratory analysis with a nominal p-value, not adjusted for multiplicity and not in the Prescribing Information; the VELA-2 publication calls it hypothesis-generating. The library has no approved claim for it. The nearest one is CL-0109, the key secondary endpoint: significant itch improvement at Week 16, 71% vs 19% placebo.

  5. 05Claim 6

    A comparison with no head-to-head study

    Label and fair-balance checker

    “Higher PASI 90 rates than other IL-23 and IL-17 treatments” has nothing behind it. VELA-2 compared veltrimab with placebo only, and its own discussion on page 9 warns against comparing across separate trials. Nothing in the 142 approved claims says this, so the suggestion is to remove it.

    “Comparative claims need an adequate head-to-head study.”

  6. 06Claim 8

    A line that contradicts the label

    Label and fair-balance checker

    “Suitable for patients with a history of tuberculosis” conflicts with Warnings and Precautions 5.3: evaluate for TB before treatment, never give veltrimab with active TB, and consider anti-TB therapy first when past treatment cannot be confirmed. Here there is no “keep with reason” — only remove the claim or ask the agency.

    “A conflict with the label cannot be kept as written.”

  7. 07Fair balance

    Last label’s safety information

    Label and fair-balance checker

    The email carries ISI v3 from June 2025. The approved ISI is v4 of Sep 18, 2026, which adds the hepatotoxicity paragraph, and the “Full Prescribing Information” link still opens v3. The boxed warning, safety prominence and the unsubscribe and privacy links all match.

  8. 0809:14

    Seven decisions, each on the record

    Lena Ortiz · Promotional review coordinator

    Lena uses the library wording for the subject line and the itch claim, adds the required qualifier to the Week 104 claim, removes the comparison and the TB line, replaces the ISI with v4 and points the link at Prescribing Information v4. Readiness goes to 100; 7 of 7 flags decided, each with her name and the time.

  9. 09Sent

    Booked for Thursday’s committee

    Lena Ortiz · Promotional review coordinator

    Send to MLR shows the committee — Thu Oct 8, 10:00, slot 8 of 10 — readiness 100 of 100 and 5 claim decisions on record. The reviewers are Dr. Maya Chen (medical), Omar Haddad (regulatory) and Dana Okafor (legal). Below the readiness threshold, or with a label conflict or old safety text still open, the piece cannot be sent.

  10. 10Pack ready

    The annotated reference pack, numbered to match

    Pack builder

    The pack builder numbers the 10 claims left in the piece and annotates the supporting passage in each reference with the same number — 4 references, 6 pages. The pack is built for the committee and downloads as a PDF.

    “PC-2144 is on Thursday’s committee · slot 8 · reference pack ready”

Who it’s for

Built for everyone who touches a piece before it is approved.

The same draft, seen by the people who carry it — what their week looked like, and what it looks like now.

LO
Lena OrtizPromotional review coordinator
Coordinator
Before
Reads every draft line by line before the cut-off, hunting for claims and the pages behind them.
Now
Opens a draft already read claim by claim, decides the flags with the source passage beside each, and sends it with the pack built.
SP
Sam PatelProducer · Harborline Health
Agency producer
Before
Hears what was wrong with a draft after a committee round, and waits for the next slot.
Now
Uploads the draft and sees the findings for his own pieces, each with the rule, the reference page and the approved wording to use.
MC
Dr. Maya ChenMedical reviewer
Medical reviewer
Before
Spends committee time checking that numbers match their references.
Now
Gets a pack with every claim numbered to its annotated passage, and spends the time on the medical judgement.
OH
Omar HaddadRegulatory reviewer
Regulatory reviewer
Before
Catches old safety text and retired claims in the committee, after the piece was already booked.
Now
Sees label consistency and safety-text versions checked before booking, and every piece using a retired claim listed when the label changes.
PR
Priya RamanBrand manager · Veltrimab, Talmirex
Brand manager
Before
Learns her piece missed the committee when it comes back.
Now
Sees her brands’ pieces and their findings while they are checked, not after a committee round.
Built on the engine

6 agents. Each with one job, and hard limits.

Five specialist agents read each draft and check every claim against the library, its references and the label; the review coordinator decides each flag, and a sixth agent builds the pack for the committee.

Piece reader

Opens the draft in any format — PDF, DOCX, PPTX, HTML email, banner bundle, video script — and separates the copy, footnotes, safety text, links and image text, in reading order.

  • Never edits the source file
  • Reads every frame of animated banners
Claim extractor

Finds every claim — benefit, number, comparison, dosing, safety, access and savings — including the implied ones in headlines, subject lines and supers, and labels each with its kind.

  • Every claim keeps its exact wording and position
  • A claim is any statement a reviewer would need a reference for
Library matcher

Matches each claim to the approved claims library — word for word, same meaning, or new wording — and carries over the qualifier the library requires.

  • Retired or expired claims never match
  • Numbers must match exactly
Reference anchorer

Anchors every claim to the page and sentence, or table row, of the reference that supports it — Prescribing Information, published study or data on file — and says so when the passage says less than the claim.

  • Cites only the current version of a label
  • Never cites a reference not in the library
Label and fair-balance checker

Applies the readiness rules: consistency with the label, absolute or overstated wording, comparisons without head-to-head evidence, exploratory endpoints, the safety information version, boxed warning placement and links. It names the rule and proposes the approved wording when there is one.

  • Proposes only — the coordinator decides
  • Never marks a conflict with the label as acceptable
Pack builder

Builds the annotated reference pack, with every claim numbered and the matching passage in each reference marked with the same number, and drafts the note back to the agency.

  • The pack includes only anchored passages
  • Notes go out only when the coordinator sends them
Review coordinator

Decides each flag; reviewers sign. The agents propose; a named person decides.

Ask in plain words

Ask it anything, in plain words

The coordinator can ask about any piece, claim or reference — or tell it to change a rule. It answers from the claims library, the references and the pre-check results, with the page behind every answer.

What is blocking the VELA-2 email from MLR?

Readiness 58 of 100 (send at 90). Open items: the tuberculosis line conflicts with the label; “Higher PASI 90 rates than other IL-23 and IL-17 treatments” has no head-to-head study; the subject line is overstated; itch relief at Week 1 is not supported; the Week 104 claim needs its qualifier; the Important Safety Information and the Prescribing Information link are v3. Each has a suggested fix from the claims library, and accepting them takes readiness to 100.

Which pieces use the claim retired by the label update?

CL-0127 “No routine laboratory monitoring required” was retired on Sep 18 when Prescribing Information v4 added liver tests before treatment. Three pieces use it. The live HCP dosing page matters most — it needs a revision before anything else. The replacement claim is CL-0128 “Check liver enzymes and bilirubin before starting treatment”.

Add a rule: hold data on file older than 6 months

Done. New rule: data on file must be newer than 6 months. Over the pieces in flight it finds one: the payer slide PC-2135 cites formulary data from Jan 9, 2026, nine months old. Newer data on file exists from Apr 14, 2026 (91% of commercial lives), and that one is due for refresh on Oct 14. The rule is live in Settings and on the audit trail.

Draft the agency note for the Corventa social post

To Ana Lima, North Pier Creative, cc Leo Grant: three changes before Thursday’s committee. The headline “Itch-free nights start here” overstates the result — please use library claim CL-0208. “For anyone 6 and older” is outside the label — Corventa is approved from 12; please use CL-0201. Move the “Serious side effects” headline and boxed warning link into the first lines of the caption. Due Oct 9.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

HomeThe next committee and its cut-off, pieces waiting, flags to decide, and every draft in flight rendered the way reviewers will see it.
The pre-check, step by stepWhat each agent found in the piece: claims by kind, library matches, references and pages anchored, flags raised, readiness.
An overstated claimThe claim, why it is a problem, the rule, the highlighted reference passage and the approved library wording to use.
An exploratory endpointA Week 1 itch claim from a nominal p-value, with the nearest approved claim on the key secondary endpoint.
A comparison without a head-to-head studyA cross-trial comparison flagged against the study’s own discussion, with no approved claim behind it.
A conflict with the labelA line checked against Warnings and Precautions, which cannot be kept as written.
Fair balanceSafety information, Prescribing Information link, boxed warning, prominence and links — each checked against the current approved version.
Flags decidedEvery flag decided, the new wording shown in the piece, readiness at 100 and each decision with a name and a time.
Send to MLRThe committee slot, the readiness, the reviewers and what the reference pack will hold.
The annotated reference packEvery claim numbered, with the same number on its passage in each reference.
The claims library142 approved claims with wording, evidence page, channels and use — and the impact of a label update on pieces in flight.
The review dashboardDays to MLR approval, clean first rounds, why pieces come back, flags by brand and channel, and where claims in drafts come from.
Your review rulesThe readiness threshold, the rules the checker applies, who decides each part of the review, and the sources.
Governance

Built for promotional review: cited, decided by people, on the record.

Every claim cites its pageEach claim is shown against the reference page and passage it was checked against — the sentence or table row highlighted — and the reviewers get the same anchors in the pack.
Agents propose, people decideThe coordinator accepts a fix, keeps a claim with a reason or asks the agency. The MLR committee keeps the review and signs; the agents only pre-check.
No label conflict goes throughA conflict with the label cannot be kept as written, and a piece with an open label conflict or old safety text cannot be sent to MLR.
Only current evidence countsOnly current label versions and approved safety text count as evidence. Retired or expired library claims never count as a match, and a label update lists every piece still using the retired claim.
A kept claim stays visibleA claim kept as written stays visible to reviewers in the reference pack, marked with the coordinator’s reason, and can be set to need a second look from a named person before the committee.
Every step on the recordEvery decision and every agent action is on the audit trail, with who, what and when — from the upload to the committee booking and the Form FDA 2253 filing at first use.
Configuration

Your review rules, not ours

The rules the agents apply, who decides and where pieces come from are settings, not a project.

SettingDefaultChoose from
Send to MLR at readiness90Up or down in steps of 5
No absolute efficacy wordsOnOn · Off
Library claims keep their qualifierOnOn · Off
Exploratory endpoints cannot carry a claimOnOn · Off
Comparisons need a head-to-head studyOnOn · Off
Safety text must match the current approved versionOnOn · Off
Data on file must be newer than 6 monthsOffOn · Off
Second look on “keep with reason”Omar HaddadNobody · Lena Ortiz · Dr. Maya Chen · Omar Haddad · Dana Okafor · Priya Raman
Connections

Works with the systems you already run

Your content systemdrafts arrive from agencies, checked every 5 minutes
Any piece formatPDF, DOCX, PPTX, HTML email, banner bundle, video script
Reference library418 references: labels, studies, data on file, program terms
Approved claims librarywording, qualifier, channels and the anchored passage
Approved safety textISI, boxed warning and indication statement
Committee calendarthe next open slot, booked on send
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
13days
median from draft to committee approval
Before29 days
With agents13 days
target
71%
of pieces pass their first committee round clean, up from 38%
clean first round
target
91%
of claims anchored to their reference page with no edit

“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published medical-legal-regulatory review benchmarks (2024–2025: about 29 business days per piece). Regulations named (21 CFR 202.1, Form FDA 2253) are context only. People, brands, studies and agencies named on this page are characters and sample data in the working solution.

Questions

What promotional review teams ask us.

What is a claims substantiation pre-check?

A check of a promotional draft before it reaches the medical-legal-regulatory (MLR) committee: every claim is found, matched to the approved claims library and tied to the page and passage of the reference that supports it. Overstated, unsupported or off-label claims and out-of-date safety text are flagged for the review coordinator to decide.

How does it find the claims in a piece?

The piece reader opens the draft in any format — PDF, DOCX, PPTX, HTML email, banner bundle or video script — and separates copy, footnotes, safety text, links and image text. The claim extractor then treats any statement a reviewer would need a reference for as a claim, including headlines, subject lines and supers.

Does it check fair balance and the Important Safety Information?

Yes. It checks that the ISI, boxed warning and indication statement match the current approved version, that safety is as prominent as the benefits, and that Prescribing Information links point to the current label.

What happens when the label changes?

A label watcher checks for new label versions every morning. When Veltrimab Prescribing Information v4 added liver tests, claim CL-0127 was retired, its replacement CL-0128 approved, and every piece still using the retired claim was listed — including a live web page that needs a revision.

Does the AI approve or change our pieces?

No. The agents never edit the source file and only propose. The coordinator decides each flag, and the MLR committee keeps the review and signs. A conflict with the label cannot be kept as written.

Can agencies see the findings?

Agency producers can upload drafts and see the findings for their own pieces. When a piece goes back, the coordinator sends a numbered note — what, why and the approved wording to use — drafted from the open flags.

Can we set our own review rules?

Yes. The readiness score needed to send to MLR, each readiness rule, who makes pre-check, medical, regulatory and legal decisions, and who gives a second look on a kept claim are all settings.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements — your claims library, reference library, brand style and ISI rules and a sample of past pieces — and it goes live once every quality gate has passed. We will walk you through it on your own drafts first.

See it on
your pieces.

We’ll run the Claims Substantiation Pre-Checker on a sample of your own past drafts and your claims library.