Regulatory Workbench

Build a dealer-controlled BC RIA submission packet.

This is a separate functional drafting workflow, not the regulatory dossier.

Manual drafting stays browser-local. Authenticated AI assistance may be available for field extraction. The dealer signs and sends; counsel reviews before release.

How this workflow handles data and review

Build manually in the browser and use local field hints while you work. If authenticated AI assist is available for this session, it can extract PDF fields into confirmation gates. You sign and send the final packet; counsel should review it before it leaves the store.

Last local source review: July 18, 2026. Current-law status in this implementation review: NOT CHECKED. Verify current official sources and obtain qualified review before using any date, obligation, form, threshold, or product classification in a submission.

Submission builder

Source intake

Step 1 of 7

01 / Source intake

Lift facts first. Draft second.

Manual typing and field hints stay in the browser. Upload and AI generation use authenticated backend calls. Extracted values land in a confirmation queue before they can influence the letter.

Manual lane: Typed values feed the deterministic letter immediately.

Evidence lane: Extracted facts require accept, edit, or reject.

Final lane: Counsel packet shows remaining gaps before export.

Workspace upload· Optional

Signed-in workspaces can upload a contract, F&I menu, spreadsheet, CSV, or image to lift dollar amounts and product names into the form below. Public visitors can use manual entry or the sample packet.

PDF · CSV · XLSX · DOCX · JPG · PNG

Open signed-in workspace

Preview without workspace auth

Load a fictional local sample packet to exercise the confirmation queue, argument matrix, and counsel packet. It never calls the backend.

Before you draft

Build the five numbers first.

Use dealer-specific operating economics in the submission. Read the Decision Dossier for the authority and evidence boundary, then come back here when you have your product-level numbers in hand.

Review the RIA Decision Dossier