Regulated Content Search
Locate approved marketing materials by product, program, region, or timeframe
Overview
Regulated Content Search helps teams in highly regulated industries instantly locate approved marketing materials by product, program, region, or timeframe—ensuring compliance while accelerating content access. Financial services, healthcare, and pharmaceutical companies maintain vast libraries of approved content with complex approval statuses, regional restrictions, and expiration dates. This agent searches your regulated content library using natural language queries, filters by compliance status and geography, and surfaces only materials that are currently approved for use. It reduces compliance risk, eliminates time wasted searching for approved content, and ensures teams always use current, compliant materials.
Capabilities
- Search approved content library using natural language queries
- Filter by product, region, approval status, and effective dates
- Surface only currently approved materials for specified use cases
- Identify content expiration dates and upcoming renewal requirements
- Provide compliance metadata and usage restrictions for each asset
Agent Workflow
- Input: User describes content need with product, region, and use case
- Library Search: Agent searches approved content repository
- Compliance Filtering: Ensures results match approval status and geography
- Result Ranking: Prioritizes most relevant and recently approved content
- Metadata Display: Shows approval dates, restrictions, and expiration
- Output: Delivers approved content with compliance information
Example prompt
"Find approved marketing materials for our Medicare Advantage plans that can be used in California for the 2024 Annual Enrollment Period. I need: (1) a one-page plan comparison chart, (2) email templates for prospective members, and (3) social media posts highlighting prescription drug coverage. Only show materials that are currently approved by our compliance team and valid through December 2024. For each result, display the approval date, any usage restrictions, and the expiration date. Flag any materials expiring in the next 60 days that we should plan to renew."
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