Executive summary

A method for turning lending workflow data and scattered research into one governed assumption register the investment case can safely be built on.

What is inside

What the pack covers

The asset takes the signed baseline and readiness outputs, defines the assumption register format, sets rules for ranges, confidence grades and provenance, lays out the research methods for closing registered evidence gaps, runs the full register through structured challenge, and freezes it as the single input set for the options appraisal.

  • Scope: the assumption base behind a commercial lending workflow investment case
  • Separating observed facts from hypotheses before any modeling starts
  • Demand, cost, benefit and uncertainty assumptions stated as ranges with confidence grades
  • Provenance rules that make every number in the case auditable
  • Research questions for the gaps the baseline diagnostic registered
  • Structured challenge and freeze before the options appraisal begins
  • Handover into the investment case and the later benefits review