Operator template

Score a vendor before you sign.

Run a sourced evidence check against your policy rules, surface contradictions, flag missing documents, and close with a proof card your legal team can cite — without writing a single custom audit script.

Try in sandbox API reference

Policy-first scoring

Normalize vendor claims against your contracts, price lists, and compliance requirements before any commitment is made.

Contradiction surfacing

Flag mismatches between submitted documents, pricing history, and policy terms — source-bound findings, not a paragraph summary.

Citeable proof record

Close every review with a signed proof card: evidence status, confidence, open questions, and a cite ref your legal team can hand to auditors.

Contract

Use `vendorDueDiligence` when policy compliance is the gate.

The template runs Resolve against your policy rules and attached documents. When contradictions are found or confidence falls below threshold, the workflow flags open questions and recommends clarification before any contract action.

Full template API reference

Request

curl -X POST https://api.patchr.co/v1/workflows/templates/vendorDueDiligence/run \
  -H "Authorization: Bearer $PATCHR_API_TOKEN" \
  -d '{
    "request": "Run due diligence on Acme Supply Co. for Q3 onboarding",
    "conversationId": "conv_vendor_001",
    "metadata": {
      "documents": ["att_price_list", "att_contract_draft", "att_compliance_cert"],
      "policyRules": ["priceVarianceUnder5pct", "certificationCurrent", "noSanctionedEntities"]
    }
  }'

Response

{
  "ok": true,
  "status": "ready",
  "results": {
    "resolve": {
      "triage": {
        "risk": { "label": "vendorRisk", "severity": "moderate" },
        "evidenceMap": [
          { "ref": "att_price_list", "kind": "pricing", "sourceBound": true },
          { "ref": "att_compliance_cert", "kind": "certification", "sourceBound": true }
        ],
        "contradictions": [
          { "kind": "priceVariance", "detail": "Q3 price list exceeds approved threshold by 6.2%" }
        ],
        "confidence": 0.78,
        "recommendedRestraint": "proceedWithCaution",
        "nextAction": "requestClarification"
      }
    }
  },
  "proofCard": {
    "cardId": "card_vendor_001",
    "evidenceStatus": "sourceBound",
    "confidence": 0.78,
    "openQuestions": ["priceVarianceExceedsThreshold", "missing:q3PriceConfirmation"],
    "cite": "patchr:proofCard:card_vendor_001#v1"
  }
}

Who this is for

Procurement and legal teams, not just engineers.

Vendor Due Diligence is packaged for ops teams who need audit-quality output without designing from API primitives. Pass your documents and policy rules; get a proof card you can share with legal, compliance, or a board committee.