Link to the source record
Which fields can be shared, and how can they remain linked to the correct Evidence Pack version?
Evidence Records · Research and development direction
Shared evidence should remain verifiable.
We are exploring how selected attributes of a CRI Evidence Pack could be verified after it is shared with a bank, adviser or another institution. The aim is to preserve a checkable link to its origin, version and review context.
Evidence Governance explains the proposed preparation and review of an Evidence Pack. Evidence Records is our research direction for verifiable sharing.
Readable Evidence Pack
- Review question
- Sources and findings
- Limits and professional response
Selected details linked to the source version
Linked verification record
- Issuer
- Pack reference
- Version
- Scope
- Record status
What should the recipient be able to check?
- Who issued this record?
- Which Evidence Pack and version does it refer to?
- Has that version been replaced or withdrawn?
- What was reviewed, by whom and within which scope?
A readable document with a verifiable record
The proposed approach combines a readable Evidence Pack with a linked digital record containing selected verification details. A recipient could check those details without receiving the full underlying dataset. The disclosure scope and verification process would be agreed for the use case.
What we want to investigate
Record lifecycle
How should a recipient distinguish an issued, replaced or withdrawn record?
Review context
How can the reviewer’s role, review scope and relevant point in time be represented and checked?
Our starting point is evidence sharing in construction finance, collateral review and related due diligence.
Help define the receiving side
We welcome discussions with banks, specialist reviewers and technology partners about which record attributes need verification and how the process should fit their work.