Coverage Map

The Coverage Map connects information-request items to supporting documents. It helps your team distinguish missing evidence, partial coverage, material ready for review, and requests you have cleared. Each row shows the request, its status, linked documents, risk information, and assignees. A document can support several requests. A link records relevant evidence; it does not by itself prove that the request is fully satisfied.

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Review statuses

Risk is a separate assessment. A request can have linked documents and still contain an unresolved commercial, legal, or other material issue.

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Automatic matching

The deal’s Configuration → Deal settings controls coverage matching:

• Auto-link: confirmed matches link documents; weaker matches remain suggestions.
• Suggest only: every match waits for review before changing coverage links.
• Off: automatic matching is disabled.

Use the coverage review queue to inspect pending suggestions. Accept relevant evidence and dismiss incorrect matches. Auto-linked evidence still needs the appropriate diligence review before clearance.

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Link and inspect sources

Open a request to inspect its linked files. Use the source-selection controls to add relevant documents or remove an incorrect link. Check whether the files cover the requested entity, period, and subject rather than relying only on their category names. Assign a responsible team member and update the review status as the work progresses. Use the risk panel to inspect available document assessments and follow up on unresolved issues. Risk automation can be configured separately from coverage matching.

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Notes and follow-up

Coverage items support private notes for your own review context. These notes are not the same as shared deal status, assignees, or links. Work through missing and partially covered requests to identify what to ask the target company for next. Revisit affected items after new uploads, corrected classifications, or changes to the request structure.