Improve process efficiency while maintaining control over compliance, approvals, branding and intellectual property.
Keep your product disclosure management creation, review, verification and publication in one central system. Bring siloed departments and subject matter experts together to contribute and validate content.
Publish your collateral in web and print formats directly from a single source of truth. Keep track of every step in the process and mitigate regulatory risk. Maintain a complete audit trail showing who authored content, who approved it, what changed and why.
If the Objective Keystone system was taken away from me tomorrow, I would probably resign. I've been working on disclosure documents within the industry for over 2 decades and this system is one which has absolutely transformed our business.
Matthew Jose
Head of Product Management, HUB24
Objective Keystone Data Models enable data to be extracted and synchronised from Excel or core business systems, then transformed into the required values and formats under full governance. Every change is versioned, tracked, and auditable, ensuring confidence in the data used across your suite of disclosure documents.
Seamlessly integrate your complex datasets with relationship-based data modelling and in-system Excel formula reading capability, enabling calculated fields and derived values - all fully governed and traceable.
Dynamic Data Preview allows datasets to be inserted directly into documents and viewed live during editing, review and verification. This gives teams clear visibility of how data will appear before publication, without needing to publish the entire document.
Insert data as a locked point-in-time snapshot for regulatory events, or as governed live links for recurring disclosures. Both options remain fully auditable and subject to Objective Keystone's robust verification controls.
Remove the nightmare and danger of versioning
Eliminate the time and worry of consolidating multiple individual pieces of feedback. One master document means stakeholders and contributors are always working on the latest information.
Eliminate duplication
Common content can be defined centrally, verified in isolation from a product roll and maintained in the Common Clause Bank. Changes are instantly cascaded across all relevant disclosure documents. AI Text Matching detects duplicated or conflicting content, ensuring consistency and accuracy across your entire library.
Bring together siloed departments
Create efficiencies with a 360-degree view of a document in the product roll lifecycle. Multiple contributors work simultaneously on the latest product disclosure content.
Automate review triggers for every product roll
Set automated review trigger points aligned to your product roll schedule. When a new product cycle begins, the right teams are instantly notified to review, update, and approve disclosure documents.
Automation speeds up internal review
Assign specific sections to stakeholders for review. Automatic email notifications flag action is required and ‘review notes’ can be attached to specific sections of content.
Verification and attestation certificates clearly show a (digital) paper trail
Automatically generated certificates link directly to the relevant section of a document. Any other supporting commentary associated with that section is included.
Audit, risk and compliance management
Full audit and tracking of every change and action ensures all decisions can be traced back to an individual with various proof points.
De-couple the design and branding of collateral from the content approval process
Pull verified source content into your collateral, and in doing so remove the human element of copying and pasting from verified content. De-risk designers and typesetters incorrectly using old versions.
Instant publish and automated document formatting
You're in control of last-minute changes. Republish instantly without an internal or external typesetter, graphic designer or publisher. Tables of contents, page numbers, and styles update without affecting the underlying layout.
Effortless brand management and customisation
Automatically re-purpose core content across multiple product family variants, sub-brands and bespoke client offerings. The only variation in the output is branding, badging, product fees and performance data.
This product includes existing user experience functionalities and behaviours. Evolved user interface will be available in the future.
Control content in a single master document. Supported by process automation, cross-portfolio common content approval and re-use.
Full audit and tracking of every single action. The proof is maintained with associated content. Content is versioned at the document, section and paragraph level.
Stay on brand with templates for print and web documents. Verified content is directly sourced and automatically incorporated.
Cut the time it takes to produce a product roll by up to 40%
Specifically designed for product disclosure management and production.
Re-usable content improves productivity - minimising inconsistencies, errors and stakeholder fatigue.
Produce a Verification Certificate for your Due Diligence Committee or internal sign-off.
Whether you have one or one hundred brands, our publishing software is here for your print, download and HTML content.
With built-in governance, every single edit, review and approval is recorded.
Management dashboards show where you’re at in your product rolls and business as usual disclosure changes.
Easily bring external parties into your document lifecycle so you can track and evidence every stakeholder's input.
Solution Overview
Reduce risk of inaccurate disclosures and increase speed to market for new Insurance products.
DOWNLOADCASE STUDY
HUB24 is ensuring better financial futures with document process transformation using Objective Keystone.
WATCH VIDEOSOLUTION BRIEF
Improve efficiency and deliver governance to the process of drafting, verifying and publishing disclosure documents.
DOWNLOADSECURITY POSITION
Discover how Objective Keystone addresses each of the core tenets of information security; Confidentiality, Integrity and Availability.
DOWNLOADDiscover how automated product disclosure software can transform your manual processes.
