Selective Disclosure AI

Share the right information with the right counterparty.

Stop guessing what to include. AI recommends events based on who you're sharing with.

[01] THE PROBLEMWHY THIS MATTERS

Different recipients need different information.

A buyer wants to see repair history. A lender cares about collateral condition. An auditor needs complete records. Sharing the same pack with everyone wastes time or misses the mark.

Under-sharing

Miss important events and the recipient questions your transparency. Deals slow down. Trust erodes.

Over-sharing

Share everything and the recipient drowns in irrelevant details. Key information gets lost in noise.

The solution: context-aware disclosure

AI learns what each recipient type typically needs and recommends the right events automatically.

[02] RECIPIENT TYPESFIVE PROFILES

One click. Tailored recommendations.

Select your recipient type and get instant recommendations optimized for their needs.

Buyer

Prospective buyer

They need: Condition history, major repairs, meter accuracy, service regularity

AI recommends: All major repairs, recent scheduled maintenance, safety inspections, meter history

Lender

Lender / Financier

They need: Asset condition for collateral, no major undisclosed issues

AI recommends: Current condition, major repairs (last 24 months), recent maintenance evidence

Auditor

Compliance auditor

They need: Complete records, regulatory compliance, inspection dates

AI recommends: All events in audit period, inspections, certifications, complete evidence chain

Insurer

Insurance provider

They need: Preventive maintenance adherence, repair history, incident reports

AI recommends: PM history, all repairs, incident/damage events, safety inspections

Lessee

Lessee / Renter

They need: Condition at handover, outstanding maintenance, damage history

AI recommends: Condition at lease start, maintenance during lease, damage events, outstanding items

[03] WORKFLOWHOW IT WORKS

From selection to pack in under a minute.

The AI does the heavy lifting. You review, adjust, and ship.

1

Select your recipient

Choose who you're sharing with: buyer, lender, auditor, insurer, or lessee. Each has different disclosure needs.

2

AI analyzes your history

The system reviews all events in your passport: category, recency, completeness, risk flags, and service relevance.

3

Get smart recommendations

Each event is classified as Recommended, Optional, or Not Typically Shared — with clear explanations for why.

4

Review and adjust

Accept the suggestions, add more events, or exclude any you prefer. You maintain complete control.

5

Generate your pack

Create a passport pack with exactly the right events for your recipient. No over-sharing, no under-sharing.

[04] CLASSIFICATIONSTHREE BUCKETS

Clear recommendations. Clear reasons.

Every event is classified with an explanation so you understand the AI's reasoning.

Recommended

Events this recipient type typically needs to see. Pre-selected for your convenience.

"Major repair — buyers want to see condition history"

Optional

Events that may be relevant depending on context. Include if you think it helps.

"Routine service — not required but shows diligence"

Not typically shared

Events this recipient type usually doesn't need. Not selected by default.

"Internal note — not relevant to lender collateral review"

You can always override. Include events the AI didn't recommend, or exclude recommended events. The AI suggests — you decide.

[05] BENEFITSWHY IT MATTERS

Stop guessing. Start shipping.

Faster pack creation

Skip the guesswork. AI pre-selects the right events so you spend less time on manual selection.

Consistent disclosure

Same recipient type gets similar disclosure across your fleet. Build trust through consistency.

Clear explanations

Every recommendation includes a reason. Understand why each event is suggested for this recipient.

You stay in control

Override any recommendation. Add events the AI didn't suggest. Your final selection is always your choice.

[06] TRUST MODELAI ASSISTS, YOU SIGN

AI assists. Humans sign.

The AI never makes disclosure decisions for you. It suggests — you review and approve.

Recommendations, not decisions

AI provides suggestions based on recipient context. You review every event before inclusion.

Your data stays private

Event analysis happens in isolated sessions. We don't train on your maintenance history.

Not legal advice

Recommendations are practical suggestions, not legal guidance. Consult your advisors for compliance questions.

Graceful fallback

If AI is unavailable, you can always use manual event selection. Core functionality never depends on AI.

Ready to share smarter?

Selective Disclosure AI is available to all UMP asset owners. Start building your maintenance passports today.