Clinical Operations Study Overview
System Configuration
System Configuration
Define which modules, systems, integrations, and metrics are active for this study. Changes are saved automatically.
Study Details
DCT Mode
Decentralized / Hybrid Trial Configuration
Summary
Module Scope
Control which platform modules are active for this study. Deselected modules are hidden from the navigation sidebar. Study Overview and System Configuration are always enabled.
Infrastructure
Scope Shortcuts
Systems
Toggle systems on or off for this study. Deselecting a system will flag dependent integrations.
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Integrations
Select which integrations are in scope. Integrations whose required systems are deselected are flagged.
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Measurement
KPIs
Select which KPIs are in scope for this study. Deselected KPIs are hidden from the KPIs tab.
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KRIs
Select which KRIs are in scope for this study. Deselected KRIs are hidden from the KRIs tab.
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Operations
Site Roster
Manage investigational sites for this study. Edits save automatically.
Access & Roles
Study Role Overrides
Grant specific users an elevated role for this study only. Overrides are additive — the user keeps their global role on all other studies. Hard constraint: canViewUnblinded cannot be granted via a study-level override — that permission requires a global role change by a Super User.
Systems
Study System Inventory
Systems selected for this study. Use ⚙ Configure to change selection.
Integrations
Integration Architecture
Integrations in scope for this study. All routed via enterprise API Hub with GxP audit trail.
AI · Stack Recommendation
Stack Architect
Describe the protocol and get a recommended system + integration architecture with rationale, cost, and validation effort — then create a study from it in one click. Existing studies are never modified.
Command · Self-Service Analytics
Self-Service Analytics
Native interactive dashboards over your live study data — build tiles, slice across them, drill in. No export to external BI required.
Intelligence · Competitive Landscape
Trial Benchmarking
Live comparable-trial benchmarks from ClinicalTrials.gov by indication — enrollment, duration, phase mix, common primary endpoints, and active geographies. Use to sanity-check study design against the public landscape.
Planning · Cost & Effort
Implementation Cost & Effort
Indicative roll-up of the selected stack — annual license, validation effort, ongoing FTE, and build timeline. Planning-grade estimates to support build-vs-buy and scope decisions. Click a system for detail.
Planning · Build-vs-Buy
System Vendor Comparison
Side-by-side weighted scoring of up to three clinical systems (EDC, IRT, eTMF, etc.) on regulatory compliance, integration, implementation speed, SLA, DCT-readiness, support, and cost. Indicative scores derived from stated system capabilities — validate against vendor RFP responses before contract award.
Compliance · Validation Posture
System Compliance Matrix
Per-system regulatory and validation posture across the selected stack — GAMP category, 21 CFR Part 11 / EU Annex 11 applicability, CDISC alignment, and data-privacy scope. Click a system for detail.
Data Flow · Dependency Network
System Data-Flow Map
Selected systems shown as a connectivity network. Arrows show integration data-flow direction (source → target); larger ringed nodes are connectivity hubs — potential single points of failure. Click any node for system detail.
Integration Onboarding
Integration Onboarding Timeline
When each source system comes under TrialArchitect oversight — connector go-live readiness (in-build → ready → live), plus the implementation schedule below.
KPIs
Key Performance Indicators
Study-specific KPIs derived from protocol endpoints, operational requirements, and system SLAs.
KPI Formula / Measurement Target Frequency Owner Category
KRIs
Key Risk Indicators
Study-specific KRIs for multi-site perioperative immunotherapy — safety, data integrity, regulatory, and supply chain risks.
KRI Trigger Condition Severity Threshold Status / Trend Response Action Category
Sponsor Oversight
Portfolio Management
Cross-study operational intelligence — system standardisation, KRI coverage, and sponsor oversight
Portfolio Risk
Portfolio & Regulatory · Cross-Study RBQM Roll-Up
Portfolio & Regulatory · Study Performance
KPI Dashboard
Target vs. actual KPI performance across enrollment · data quality · safety · operations · budget
Clinical Operations · Study Lifecycle
Study Milestones
IND through PDUFA — planned vs actual dates · critical path · phase-grouped timeline
ICH E6(R3) · Risk-Based Monitoring
RBQM Dashboard
Live KRI scoring, site risk signals, centralized monitoring activities, and monitoring report generation.
Study Comparison
Side-by-Side Study Diff
Compare systems, integrations, KPIs, and KRIs between any two studies.
Governance & Compliance
Audit Trail
Tamper-evident activity log (demonstration) of system actions, data changes, and governance events across all study sites. Not a validated 21 CFR Part 11 record.
Timestamp User Action Entity Type Entity ID Change Summary Severity Reg. Impact
Report Library
Report Library
Report templates, slide decks, and scheduled reports. Live interactive dashboards now live in Self-Service Analytics.
Data Transfers
Interface Specifications
Enterprise integration architecture — data transfer specifications across 5 tracks. Toggle each spec active/inactive per study, or create a custom spec with + New Transfer.
Data & Integrations
Connect a System
Guided onboarding to bring data from your existing clinical stack into TrialArchitect — pick a source, test, schedule, and let it flow through the canonical model into reconciliation.
Data & Integrations
Data Intake Monitor
Health, freshness, and error visibility for every inbound data feed — connector status, scheduled loops, and the dead-letter queue with one-click replay.
Data & Integrations
Unified Data Lakehouse
The clinical data lakehouse — browse every integrated source on one canonical model, join across entities on shared keys, and export. Blinding-aware and fail-closed.
Intelligence
🔭 Trial Twin
One twin, two modes. Model a strategic decision during the trial or a protocol-design choice before it — then log any scenario to the Calibration Ledger so its projection is measured against the real outcome. Calibration-grade, transparent, non-binding.
Intelligence
🔮 Decision Twin
Model a decision before you make it. Pull levers — add sites, tighten eligibility, change monitoring intensity, extend follow-up — and see the projected impact on timeline, enrolment, quality, risk, and cost vs. the current baseline, with confidence bands. Calibration-grade what-if, fully transparent.
Intelligence
🎯 Calibration Ledger
Predictions, measured against reality. Every committed projection — decision-twin and protocol-design scenarios, remediation impact, enrolment and database-lock forecasts — is recorded with its confidence band, then reconciled against the actual outcome to produce a transparent, inspector-visible accuracy record and a calibration grade. Calibration-grade until a real outcome feed.
Intelligence
🧬 Protocol Design Twin
Model the protocol before you lock it. Pull design levers — eligibility breadth, visit density, procedures, endpoints, follow-up, planned sites — and see feasibility, enrolment pace, patient burden and cost move vs. your current design, calibrated on your own similar trials. Design out the expensive amendment before it costs you.
Data Governance
🔧 Remediation Console
Oversight that fixes, not just flags. Turn a reconciliation finding into a governed remediation — proposed, human-attested, executed, then verified by re-reconciliation. Auto-execution is limited to reversible, low-risk, in-app actions; an irreversible source-system write-back is e-signature-gated and connector-gated.
Intelligence
🤖 Agentic AI Watchdog
An oversight plane over every AI agent in your trial stack — TrialArchitect’s own agentic layer and third-party agents in integrated systems. Each action is evaluated against autonomy policy, open reconciliation, blinding, and anomaly rules; what matters is flagged for a human. It watches and flags — it never acts on or blocks the agents it observes.
Monitoring & Risk
🏅 E6(R3) Program
Your turnkey Risk-Based Quality Management program for the now-mandatory ICH E6(R3): a live readiness posture across the 90-item matrix, your risk assessment, KRIs and monitoring plan — with a guided setup and a one-click, priors-informed RBQM plan.
Inspection Readiness
🕵 Inspection Copilot
An always-on mock inspection. The copilot walks your reconciled data as the selected inspector persona would, surfaces the likely findings, and drafts a grounded response plus a remediation for each — every draft reviewed and attested by a human before use.
Data & Integrations
🧪 UAT Assistant
Ingest a system's requirements document, generate test scripts, and (in later phases) let an agentic runner conduct the UAT per role while a human monitors progress and findings. Every artifact is a draft for human review; execution runs in test environments only.
Connect · Data Transfers
Transfer Console
Run an integration data transfer through its connector adapter (fetch → transform → push) and review the transfer report. Adapters default to a synthetic mock until live vendor adapters are configured.
Connect · Data Standards
Data Standards (CDISC)
SDTM domains and ADaM datasets this study requires, derived from its selected systems, with a downloadable Define-XML 2.1 specification. Planning specification only — no subject-level data.
Oversee · Inspection Readiness
Controls Readiness
Technical inspection-readiness scorecard for the active study — access control, e-signatures, audit integrity, data standards, and validation — scored from the live system posture. Indicative; not a substitute for a qualified assessment.
Oversee · Governance
Signature Queue
Governance actions awaiting your electronic signature for the active study, and recently applied signatures. Signing re-authenticates and records a bound, tamper-evident signature.
Oversee · Quality
Change Control
In-app CCB workflow (SOP-CHG-001): submit a change request → CCB decision (e-signed approve/reject) → mark implemented. Every step is recorded on the tamper-evident audit trail.
Connect · Integration Command
Integration Command
Your complete connectivity layer — live health, integration architecture, MCP connectors, and data specifications.
Data & Integrations · Foundational System Requirements
🧭 System Requirements
Per-system foundational requirements derived from this study's protocol — EDC, IRT, CTMS, Safety DB, eConsent, Central Lab, eCOA, and TrialArchitect itself. Citation-linked, exportable for vendor handoff, and feeds directly into the UAT plan. AI-assisted draft — for SME and vendor review.
Model Context Protocol
MCP Connectors
AI-accessible system connections for the TrialArchitect assistant — real-time data access via Model Context Protocol
Quality & Risk Management
Compliance Scoring Engine
Weighted compliance scores across audit, signatures, SLA, RBQM, integration reliability, and inspection readiness
Regulatory & Quality
Inspection Readiness Center
FDA/EMA inspection readiness command center — audit completeness, eTMF status, signatures, CAPAs, and regulatory submissions
Regulatory Compliance
AI Governance
Traceability, explainability, and compliance audit for all AI-generated recommendations and actions
RBQM · ICH E6(R3) · Protocol Intelligence
Protocol Intel
Upload your protocol document to enable AI-assisted KRI and QTL extraction for your RBQM plan
Quality & Compliance · Regulatory
🏛️ IRB/EC Tracker
Per-site IRB/Ethics Committee approval status, expiry dates, annual renewal tracking, and amendment resubmission status — per ICH E6(R3) §3 and 21 CFR §312.66.
Quality · GCP Compliance · ICH E6(R3) · FDA Draft Guidance 2024
Protocol Deviation Management
Deviation intake, classification, CAPA management, and regulatory reporting
Agentic AI · Autonomous Monitoring · Multi-Agent Orchestration
Agentic Monitoring Workflows
Dispatch specialized AI agents for autonomous clinical operations monitoring — RBQM, safety/PV, data management, regulatory, integration, and clinical ops domains
Regulatory Intelligence · Study-Context Signals · ICH / FDA / EMA / MHRA
Regulatory Signal Feed
Context-aware actionable regulatory alerts derived from study configuration, phase, indication, systems, and countries.
Intelligence · Industry Benchmarks · Privacy-Preserving · ICH E6(R3) Aligned
Federated Benchmarking Network
Compare study operational metrics against industry percentile ranges. Join the FBN to replace synthetic benchmarks with real cross-sponsor aggregates.
Advanced AI & Analytics · Phase 7
🔮 Predictive Intelligence
Enrollment forecasting, protocol deviation pattern detection, integration anomaly detection, and industry benchmarking
Operational Intelligence
Operations Command Center
Real-time operational visibility across systems, integrations, enrollment, and compliance
Operations Command · Weekly Briefing
Study Health Briefing
Role-tailored weekly operational summary — pulled live from study data. Gives CRAs, data managers, medical monitors, and sponsors a grounded reason to open TrialArchitect first each morning.
Cross-Platform · Notifications · Alerts
Unified Inbox
Aggregated alerts, notifications, and action items from all connected systems — safety signals, data queries, KRI breaches, regulatory deadlines, and integration events
Help Center · AI-Assisted Support · Bug Reporting
Help & Support
Get AI-assisted answers, report a bug, ask a question, or request a feature. Reports are pre-filled into an email to the TrialArchitect support team, with key diagnostics auto-captured to speed up triage.
Support · Ticket Triage · Escalation
Support Inbox
Every Help & Support report, stored in-app with the reporter's contact. Triage, resolve, or escalate to a change-capable role.
Access Control · RBAC / ABAC
User Management
Manage platform users, roles, and study access. Role and access changes are recorded to the audit trail.
Self-Hosted Fleet · Super User Only
Instance Fleet
Register, retarget, and retire customer-operated self-hosted TrialArchitect instances — pull mode (agent self-applies) and push mode (TA-initiated, credential-driven). Every action is audit-logged.
Workflow Simulator · Demo
Workflow Orchestration
Illustrative multi-system event cascades — browser-only simulation, not connected to live system state. Real governed workflows live in Change Control and SOP Library.
Clinical Operations · Subject Registry
Subjects
A per-subject registry for the active study — enrolment, status, visit schedule adherence, AE/SAE, ePRO and linked deviations.
🔗 Ingested data — sourced from EDC / CTMS via integration. Read-only mirror · subject-level data.
Clinical Operations · Subject-Level Risk Intelligence
Subject Intelligence
Per-subject composite risk scoring across visit adherence, AE trajectory, ePRO compliance, deviation history, site tier, and protocol-constraint proximity. Triage before signals become deviations.
Diversity & Inclusion · FDA 2023 Diversity Action Plan
DEI Enrollment Dashboard
Demographic breakdown, DEI KPIs vs. FDA Diversity Action Plan targets, and site-level inclusion performance
Data Management · ICH E6(R2) · Database Lock Governance
DBL Readiness
Pre-database-lock checklist — query closure, SAE reconciliation, coding, e-signatures, and site-level readiness status
Interoperability · 21st Century Cures Act
HL7 FHIR Mapping
Study entity → FHIR R4 resource mapping, US Core/mCODE profile compliance, and EMR integration readiness assessment
Regulatory Affairs · ICH E6(R3) §5.0 · DIA RIM V2.0
Regulatory Commitment Ledger
Every regulatory commitment — HA Meeting outcomes, Protocol obligations, and Amendment notification deadlines — tracked against evidence. Inspector-ready KEPT / AT RISK / BROKEN status per commitment.
Protocol Management · Change Control
Protocol Amendment Tracker
Amendment version history, subject impact assessment, re-consent triggers, site notification status, and regulatory submission tracking
Regulatory & Portfolio · Change Control Cascade
Amendment Cascade Dashboard
Live cascade completion across all in-progress amendments — obligations by type, site-by-site readiness matrix, regulatory notification deadlines, and one-click ICH/FDA memo generation.
Regulatory & Portfolio · Pre-Trial Risk
Protocol Operational Risk Score
Stress-test this protocol before first patient enrolled — screen failure rate, amendment probability, enrollment extension, and deviation burden. Calibrated to Tufts CSDD & IQVIA industry benchmarks.
Monitoring & Risk · Site Activation
Site Activation Intelligence
Per-site bottleneck detection across 10 activation milestones · Country-aware HA timeline model for 20 countries · Time-to-first-patient prediction. Benchmark source: TransCelerate Site Activation Metrics · Tufts CSDD 2023.
Monitoring & Risk · Data Integrity
Endpoint Data Integrity Score
Per-endpoint probability that FDA will accept primary and key secondary endpoint data — derived from KRI values, visit window compliance, deviation burden, and query status. Regulatory basis: FDA 2022 Endpoint Assessment Guidance · ICH E9(R1) estimands.
GCP Records Management · 21 CFR Part 11 · ICH E6(R3)
Retention Schedule Manager
Document retention schedules by category and regulatory region — with automated expiry tracking, alert thresholds, and legal hold integration per the DIA Framework for Destruction of Paper v2.0
GCP Records Management · Legal & Compliance
Legal Hold Management
Suspend normal retention schedules during litigation or regulatory investigation — with dual eSignature authorization, custodian notification, hold scope management, and complete hold lifecycle audit trail
GCP Records Management · ICH E6(R3) §8 · 21 CFR §312.62
Essential Records Status
Maps study data against the ICH E6(R3) §8 essential-records typology (Before / During / After Trial) — surfaces gaps in required records as an inspection pre-triage tool
GCP Records Management · 21 CFR Part 11 · EU Annex 11
ECMS Validation & Certified Copy
Electronic Content Management System validation status tracking, certified copy attestation workflow, and records destruction authorization — pre-requisites for lawful paper records destruction
Protocol Document · ICH M11 · CTD Module 5
Protocol Document
Full clinical trial protocol with all ICH M11 / FDA / EMA required fields. Upload a Word or PDF document to auto-populate via AI extraction, or enter fields manually.
Patient-Centered · BRAT Methodology · PrOACT-URL · PFDD
Benefit-Risk Assessment Framework
Structured benefit-risk evaluation using the BRAT value tree methodology and PrOACT-URL framework — aligned to FDA/EMA regulatory benefit-risk guidance and PFDD meeting outcomes
Patient-Centered · PRO · ClinRO · ObsRO · PerfO · ePRO
PRO & COA Library
Patient-Reported Outcome and Clinical Outcome Assessment instruments — validation status, MCID values, ePRO configuration, and FDA/EMA PRO guidance alignment per study protocol
Connect · Data Quality Intelligence
Data Observability
Schema drift detection, missingness anomalies, ingestion latency, and per-connector trust scores — the data quality layer beneath every KRI
Data Governance · Continuous Oversight
Real-Time Reconciliation Monitor
Continuous cross-system reconciliation polling — 60-second cadence over connected systems with auto-routing of findings to the assigned Data Custodian by domain
Data Governance · Lock Management
Data Lock Manager
Soft, interim, and final data locks — gate-checked against reconciliation/SDV/query closure, eSignature-attested under 21 CFR Part 11, tamper-evident snapshot captured at commit
Data Governance · Accountability
Data Custodians
Named owners per data domain — reconciliation findings, lock gate failures, and quality alerts auto-route to the assigned custodian with escalation chain
Data Governance · DMC Workflow
DMC Meetings & Decisions
Data Monitoring Committee meetings — member roster with COI tracking, agenda/minutes generation, recommendation capture (continue / modify / pause / stop) with auto-chain into amendments
Data Governance · Document Generation
Governance Documents
Generate Data Management Plan, DMC Charter, DMC meeting minutes, and reference the controlling SOP library — all from live study state with eSignature lock
Data Governance · Administration
Roles & Permissions
Reference catalog of platform roles, permissions, study scope, and elevation rules. Admin-and-above visibility. CRO Admin sponsor associations are managed here by Super User / Sub-Super User.
Data Governance · External Transparency
Public Data Quality Attestation
Quarterly auto-generated attestation summarising data quality state — reconciliation, locks, DMC oversight, audit evidence. Sponsor-signed under Part 11 eSignature. Public share URL for sites, vendors, and the public.
Clinical Operations · Site-facing
Site Inbox
Sponsor-branded per-site aggregation of every pending action — reconciliation findings, deviations, queries, monitoring visits, CAPAs, training. Delivered through the sponsor's existing site channel; no new site credentials required.
Clinical Operations · Site Personnel
Site Workspace
Site-coordinator view of the site's own KRI standing, open action items, upcoming monitoring visit preparation, and training compliance — scoped to a single site. The reciprocal perspective to the sponsor's Site Inbox.
Clinical Operations · Participant-facing
Patient Trust Surface
Blinding-safe, participant-scoped trial-health view. Shows trial oversight posture, safety monitoring status, data completeness, SAE reporting timeliness, and consent standing — with no treatment assignment, comparative efficacy, or interim data disclosed.
Connect · Integration Integrity
Cross-System Reconciliation
Detects when your connected systems of record disagree — subject-count, randomised-not-dosed, SAE-without-AE, consent-version drift, consent-after-enrolment, ePRO gaps, overdue-visit-without-data, withdrawn-active drift, duplicate-subject, dispensation-vs-randomisation, and out-of-range-lab-unflagged across EDC · CTMS · IRT · Safety · eConsent · eCOA · Central Lab · Supply Chain
Inspection · Trust Evidence
Control Enforcement Evidence
Proves each trust control is enforced — not just claimed. Every control is tested live in your browser against the running app and the real backend, with an honest badge for where it is enforced (DB · API · UI), the live fail-closed result, and the real denial-audit entries. Built for a sponsor security/QA review or an inspector who wants to see the control work, not read that it exists.
Data Governance · Integration Integrity
Reconciliation Control Tower
A neutral truth layer across your connected systems — confidence-scored discrepancies with root cause, a consistency trend, one-click CAPA, and an inspection-ready ALCOA++ Consistent evidence export.
Quality Management System · GxP · ICH E6(R3)
SOP & Controlled Document Library
Standard Operating Procedures lifecycle — authoring, review, approval, and retirement with full version history and Due-for-Review tracking
Quality Management System · Super User Only · ICH E6(R3) §8.1
Controlled Documents
TA's own regulatory/quality documents (SRS, RTM, VMP, Capabilities Guide, ...) — lifecycle state, e-signature, and file-hash tamper-evidence. Content is still authored externally as the real .docx files; this tracks state, not content.
Quality Management System · Org-Level · ICH E6(R3) §5.1
Org SOP Library
SOPs shared across every study — created and governed here, visible read-only inside each study's own SOP Library.
Quality Management System · Low-Code Engine
Record Type Catalog
Fields, states, and transitions stored as data — the schema behind Change Control, SOP, Training, and Vendor Audit. Read-only; the designer for creating new record types is coming next.
Quality Management System · ICH E6(R3) §4.2 · GxP
Training Matrix
Role × SOP qualification heat-map — completion status, assessment scores, and overdue gap identification for all training-required personnel
Quality Management System · ICH E6(R3) §4.2 · GxP
Training Compliance
Staff qualification compliance dashboard — completion rates by role, overdue assignments, and retraining requirements triggered by SOP updates
Quality Management System · GxP · ICH E6(R3)
QMS Dashboard
Composite QMS health score — SOPs · Training · Vendor Audits · Non-Conformances · Change Control
Quality Management System · QMR · ICH E6(R3) · ICH Q10 §3.4
QMR Cockpit
Quality Management Review — live aggregated QMS KPIs for periodic management review
Quality Management System · ICH Q10 §3.4 · ICH E6(R3) §5.0 · GCP
Quality Management Reviews
Formal periodic QMR schedule — scheduled, in-progress, and locked reviews with minutes, findings, and eSignature
Regulatory Affairs · 21 CFR Part 312 · EMA CTAR · ICH E6(R3) §8
Regulatory Filing Tracker
IND · CTA · SAE Reports · Amendments — correspondence history, milestone tracking, response deadlines
Regulatory Intelligence · FDA · EMA · ICH · MHRA
Regulatory Intelligence
Per-study intel acknowledged against active filings, plus a curated external FDA · EMA · ICH · MHRA guidance feed ranked by relevance to this study
Regulatory Affairs · eCTD · ICH M4 · FDA 21 CFR Part 314 · EMA CTD Guidance
Submission Planner
NDA · BLA · MAA dossier planning — eCTD modules, document assembly checklist, and submission timeline
Regulatory Affairs · FDA Type A/B/C · EMA Scientific Advice · ICH E6(R3)
HA Interaction Tracker
Health Authority meetings · Q&A log · regulatory commitments and outcome tracking
Regulatory Affairs · Unified Intelligence Layer
Regulatory Hub
Cross-linked view — filings · submissions · HA interactions · intelligence · open commitments
Quality Management System · GxP · ICH E6(R3) §5.2
Vendor Audit Program
GxP vendor qualification, periodic, and for-cause audits with finding management and CAPA linkage
Quality Management System · GxP · ICH E6(R3)
Non-Conformance Log
Quality event logging — root cause investigation, disposition, and CAPA linkage for all non-conformances
Oversee · Quality System · GxP
CAPA Management
Corrective and Preventive Actions — auto-drafted from governance signals and KRI breaches, with AI-generated root cause analysis, SLA tracking, and GxP audit trail
Orchestrate · Site Management
Site Roster
Full lifecycle tracking from feasibility through close-out — enrolment progress, risk levels, and investigator details for every site on the active study
🔗 Ingested data — sourced from CTMS via integration. Read-only mirror · site roster & activation.
Notifications
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TrialArchitect AI
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Mock Inspection
API Hub
Monitoring & Risk
👁 Blinding & Unblinding Control
Maintain and audit blinding integrity per ICH E6(R3) §5.13.4 and 21 CFR §314.126. Track the randomisation code seal, authorised unblinding personnel, emergency unblinding requests, and the full break log — fail-closed for roles without canViewUnblinded.
Central Lab & Biomarker Management
Financial Oversight · ICH E6(R3) §5.9 · 21 CFR §312.62
Cost-at-Risk Forecast
Per-line-item budget risk derived from live operational signals — enrollment pace, site risk tier, monitoring overdue, deviation remediation, schedule contingency, and regulatory commitment status. Planning-grade only; supplement with formal budget review for CFO reporting.
Quality & Compliance · GSN Argument
Assurance Case
A structured Goal Structuring Notation argument that this trial’s data and conduct are trustworthy — each sub-claim bound live to engine-computed evidence. Gaps surface before an inspector finds them.
Quality & Compliance · Economic Twin
Prevented-Harm & Value Ledger
Every platform “catch” — reconciliation discrepancy, KRI signal, closed CAPA, protocol violation — mapped to a counterfactual DBL-day and indicative cost-avoided figure. The economic twin of the Assurance Case.
Monitoring & Risk · Query Lifecycle Intelligence
Query Intelligence
Predict → prevent → draft → database-lock impact. The query layer is the largest hidden monitoring cost in a trial — QLI surfaces the forms and sites about to generate the next wave of queries, the targeted prevention action for each, and the DBL-day exposure of the aged backlog.
Monitoring & Risk · Site Risk Intelligence
Site Risk Intelligence
One composite risk score per site, synthesizing five behavioral drivers — KRI status (30%), investigator engagement (25%), query burden (20%), open deviations (15%) and visit effectiveness (10%). The portfolio heat map ranks every site across every study; the per-site breakdown shows exactly which driver is pushing each site up the curve, so the right lever is obvious before a KRI ever breaches.
Monitoring & Risk · Site Forecast & Readiness
Site Forecast & Readiness
Where Site Risk Intelligence scores a site’s risk today, SFR projects where it is heading. Each site gets an enrollment-completion forecast from recent velocity, a database-lock readiness score with the concrete blockers to clear, and a 30/60/90-day SRI trajectory that flags tier breaches before they happen — turning reactive escalation into proactive, scheduled intervention.
Monitoring & Risk · Endpoint Readiness Forecast
Endpoint Readiness Forecast
For every primary and key-secondary endpoint, ERF projects the share of subjects whose data will be analyzable at database lock — in-window, deviation-free, query-resolved, sample-valid — with a confidence band and the criteria driving any gap. It surfaces endpoints at risk of being non-analyzable months before lock, while there is still time to recover the data.
ICH E6(R3) · GCP Compliance Assessment
Compliance Framework
Real-time ICH E6(R3) compliance status derived from live study data. eSignature-gated quarterly attestation.
ICH E6(R3) · FMEA Risk Assessment
Risk Register
Study risk inventory with likelihood × impact scoring, mitigation tracking, and approval workflow.
ICH E6(R3) §5.18 · Risk-Based Monitoring
Monitoring Plan
Per-site SDV strategy, visit frequency by risk tier, and eSignature-gated plan lock.
ICH E6(R3) §5.0 · Centralised Statistical Monitoring
Central Statistical Monitoring Plan
A controlled document — distinct from the operational Central Monitoring dashboard. Upload an existing plan, generate with AI, then export to PDF or Word.
ICH E6(R3) §5.18 · Subject Visit Oversight
Subject Visits
Per-subject protocol visit completion and window compliance — the visit data that drives KRI and central-monitoring signals.
ICH E6(R3) §5.18 · Site Monitoring Visits
Site Visits
On-site and remote monitoring visit cadence per site, with overdue tracking.
ICH E6(R3) §5.18 · Remote Data Review
Central Monitoring
Remote data review listings, query management, monitoring visit log, and cross-site outlier detection.
RBQM · Site Risk Intelligence
Site Performance
Per-site scorecards derived from real enrollment, deviation, KRI, and monitoring visit data.
Signal Intelligence
RBQM & Monitoring
Autonomous SDV
Monitoring & Risk · Source Data Verification
Notifications
RBQM & Monitoring · Real-Time Alerting
Risk-Based Monitoring · ICH E6(R3) §5.18.3 · TransCelerate RBQM · FDA Risk-Based Monitoring Guidance 2013
Monitoring Strategy Simulator
Model the cost–detection–inspection-risk trade-off for different monitoring strategies. Adjust SDV rate, remote/on-site mix, and visit frequency to see projected outcomes. Planning-grade — use for strategy discussion, not contract pricing.
Site Survival Intelligence · ICH E6(R3) §5.18 · TransCelerate RBQM · FDA Risk-Based Monitoring Guidance 2013
Site Risk Early-Warning
Forward-looking survival score per site: "Is this site on track to complete the study in good standing?" Five weighted factors — enrollment pace, KRI compliance, deviation burden, visit currency, payment health — surface trajectory risk and prescribe the single highest-impact intervention. INDICATIVE planning-grade. Distinct from Site Risk Intelligence (current-state KRI composite).
Monitoring & Risk · PSI · ICH E6(R3) §5.18 · FDA Risk-Based Monitoring Guidance 2013
Pre-Signal Site Intelligence
One layer above current-state RBQM: probability-of-intervention bands (P30/P60/P90) computed as a logistic function of SRI score and IEI trend velocity, denominated in dollars. The close-vs-remediate cost model answers the question sponsors actually ask — “Is it cheaper to fix this site or replace it?” — and the Intervention Queue routes the answer directly into the agentic attestation workflow. INDICATIVE planning-grade cost figures.
Monitoring & Risk · SRI-S · ICH E6(R3) §4.8 · §5.18 · FDA Risk-Based Monitoring Guidance 2013
Subject Risk Intelligence
Subject-level analog of the IEI/SRI/PSI stack. Five behavioral factors — ePRO completion, visit window compliance, open query burden, consent version currency, missed assessments — are aggregated into a Subject Engagement Index (SEI) per subject. Logistic models translate composite risk scores into P30/P60/P90 dropout probability bands and deviation probability. Subjects above threshold route to the Intervention Queue for CRA outreach attestation. Indicative planning-grade estimates.
Site Finance · 21 CFR §312.62 · ICH E6(R3) §5.9 · GCP Financial Oversight
Payment Reconciliation Integrity
Per-site earned vs released vs outstanding: are payments current, accurate, and within bounds? Detects underpayments, overpayments, and stale holds before they create site disengagement or audit exposure. Indicative planning-grade — supplement with formal CTA reconciliation.
CRO Performance · ICH E6(R3) §5.18 · §5.17 Noncompliance · Sponsor Oversight
CRO Oversight Assurance
Six-dimension CRO SLA scorecard: visit delivery rate, report turnaround, query resolution speed, deviation acknowledgement, regulatory readiness (on-time filing rate + commitment-ledger health), and communication & responsiveness (% of CRO-owned escalations responded to within severity SLA). Overall posture badge (COMPLIANT / AT RISK / NON-COMPLIANT) with per-dimension evidence and thresholds. Indicative — supplement with formal CRO performance review and SOW milestone tracking.
SAE/SUSAR Watchtower
Monitoring & Risk · Continuous Safety Surveillance
Why Explorer
Intelligence · Explainable Root-Cause Tracing
Insight Stream
Intelligence · Auto-Generated Cross-Engine Insights
Risk Convergence
Intelligence · Where Independent Risks Stack Up
RBQM Reports
RBQM & Monitoring · Quarterly · DSMC · Statistical · ICH Evidence