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For steering committees

Everything your steering committee needs to approve a Proof of Value

Stop presenting estimates. Start presenting evidence.

Your steering committee doesn't need another vendor presentation. They need quantified performance data from your own reconciliation environment. Your Uplift Report gives you that - before you commit to anything.

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For steering committees

Finance Ops

What you get

Quantified evidence of your Manual Intervention Rate, FTE savings and match rate uplift - in a format your CFO can act on.

Why it matters

Your finance director needs numbers, not demos. The Workbench gives you the numbers first.

Download the Stakeholder Pack

Technical Teams

What you get

Empirical identification of the specific failure points in your current logic - many-to-many mappings, narrative complexity, false match rate.

Why it matters

Your architecture decision needs evidence, not vendor claims. Your Uplift Report shows you exactly where your rules hit their limits.

Measure My AI Uplift

What your report contains

Three things your Uplift Report quantifies.

Where your rules hit their limits

The exact transaction types and narrative patterns your current logic can't handle - and how many of them there are. Your technical team gets a breaking-point analysis; your ops lead gets a count of avoidable manual exceptions.

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Your MIR - and what it costs in FTE hours

Your current Manual Intervention Rate expressed as FTE hours per cycle - and the projected reduction if Matchimus handles those exceptions instead.

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How many false matches your current system is producing

The number of transactions your current system incorrectly matched - and the manual verification burden that's creating for your team right now.

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What you walk away with

Three Insights ready for your steering committee.

Not a dashboard. A downloadable briefing pack your senior stakeholders can read and act on.

Every Uplift Report includes three specific deliverables - each one designed for a different stakeholder audience.

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01/

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Where you rank against the BenchRec dataset

Your match rate and MIR percentile within the global BenchRec dataset - so you know whether your performance is above or below the Tier 1 mean before making any change.

02/

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How much team capacity you can redirect

A projection of the FTE hours your team recovers when Matchimus handles their current manual exception volume - expressed in hours per cycle and annual cost.

03/

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Every exception Matchimus solved that your rules missed

A transaction-level comparison showing exactly which exceptions Matchimus resolved that your current rules didn't - and the narrative pattern behind each one.

Download the Stakeholder Pack

Security

Your InfoSec team can approve this before your data goes anywhere.

All documentation is available before you upload.

Download the Zero-PII Security Document and Compliance FAQ before your data leaves your environment. Your InfoSec and Legal teams don't need to wait for a sales call to do their review.

01

No production identifiers required

You anonymise your data locally before upload using our Local Masking Utility. No account numbers, names or national identifiers ever reach our environment.

02

The audit stands alone

The Workbench is a standalone Proof of Value service. Your report is yours - use it to improve your internal systems, evaluate the market, or present to your board. No obligation to proceed with Operartis.

03

Every ML match is auditable

Every match recommendation Matchimus makes is logged with its reasoning. Your compliance team can audit the logic behind any result.

No commitment required. A corporate email address is needed to register.

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Governance & Compliance

Everything your InfoSec, Legal and Risk teams need to approve a Proof of Value.

All documentation is available immediately - no sales call required. Download the Zero-PII Security Document and Compliance FAQ below, or request a full SIG questionnaire response from our security team.

Data privacy & security controls. How we handle your data.

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1. No PII required - ever

Operartis operates a Privacy-by-Design architecture. Matchimus evaluates transaction structure and narrative patterns - not individual identities. No PII reaches our environment.

InfoSec note:

Because all PII is hashed or removed before upload, the Workbench process falls outside the scope of most GDPR/CCPA personal data processing obligations - significantly reducing your internal vendor assessment cycle.

What we require

All Personally Identifiable Information (PII) such as account names, social security numbers, ISINs and addresses must be hashed or masked using the Operartis Local Masking Utility before upload.

What we analyse

Matchimus analyses relationships between data points (e.g., date proximity, amount variance, narrative patterns) all of which remain intact after hashing. Raw values are never needed.

In Transit

All uploads to the Workbench portal are encrypted in transit over HTTPS.

No personal data stored

Because personal data is removed before upload, nothing we store identifies your customers or staff.

Access Control

Access to submitted data is restricted to a limited number of Operartis security engineers on a strict need-to-know basis, protected by MFA and role-based access controls. All access is logged.

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2. Encrypted in transit, hosted in Europe

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3. Your data is never shared with other clients

Single-tenant storage

Every submission is held in a logically partitioned, single-tenant directory. No data is co-mingled between clients at any stage.

Your data trains nothing for anyone else

Your submitted data is used exclusively to generate your Uplift Report. It is never used to train general models or improve services for other clients.

Held only as long as needed

Your data is held only for the duration of the benchmarking process and the 14-day window after report delivery.

Deleted after 14 days

All uploaded datasets and intermediate processing files are deleted 14 days after your report is delivered.

Deletion confirmation available

A written confirmation of deletion is available on request. Contact info@operartis.com.

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4. Deleted within 14 days of report delivery

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5. Regulatory alignment

ISO 27001 hosting

The Workbench runs on ISO 27001-certified cloud hosting in Europe.

GDPR / UK GDPR / CCPA

Because all PII is removed before upload, most Workbench submissions fall outside the scope of GDPR, UK GDPR and CCPA personal data processing obligations. A DPA is available for EU/UK clients where required.

Your data needs to be anonymised before upload. The Local Masking Utility and preparation guide cover everything your technical team needs.

Download the preparation guide
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Your InfoSec team has questions. Here's who to contact.

Our security team responds to SIG questionnaires, InfoSec vendor assessments and DPA requests within 5 business days.

Security Enquiries

Security documentation

Technical Toolkit

Workbench Documentation

  • How we protect your data, and what we never ask you to send.

  • How to anonymise your extract and format it for upload.

  • The fields we need and the file formats we accept (CSV or Parquet).

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