End-to-End Institutional Content Lifecycle Architecture for DDQs/RFPs: From Centralized Intake and Triage to Submission and Archival Feedback Loops

Ekaterina Dmitrieva

Citation: Ekaterina Dmitrieva, "End-to-End Institutional Content Lifecycle Architecture for DDQs/RFPs: From Centralized Intake and Triage to Submission and Archival Feedback Loops", Universal Library of Business and Economics, Volume 01, Issue 02.

Copyright: This is an open access article distributed under the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.

Abstract

The study is aimed at developing and substantiating an end-to-end architecture for the content life cycle intended to produce responses to Requests for Proposal (RFP) and Due Diligence Questionnaires (DDQs). The methodological framework relies on a systematic review of scientific and applied literature in accordance with PRISMA 2020 standards, as well as an analysis of a case study from a global megafund. The results indicate that implementation of the proposed model—incorporating intelligent material triage, a hierarchical taxonomy, and semantic inheritance of content—reduces time expenditures by ~40–65% range while simultaneously increasing data accuracy to 95% and above. Particular attention is given to mechanisms for embedding the requirements of the SEC marketing rule 206(4)-1(2024) into operational procedures, including formalization of the evidentiary base, version-control discipline, and routing of materials through compliance circuits. The paper additionally describes the formation of archival feedback loops designed to prevent the loss of institutional knowledge by anchoring sources, fixing approval statuses, and ensuring the reproducibility of decisions. The concluding part of the work supports the hypothesis of a direct relationship between the technological maturity of content management systems and fund competitiveness in the institutional market, where speed, verifiability, and consistency of disclosures become an investor trust criterion. The findings have practical relevance for heads of operations, investor relations units, and compliance professionals in the alternative asset management segment.


Keywords: Institutional Content Management, RFP/DDQ Architecture, Asset Management, Information Life Cycle, Knowledge Taxonomy, SEC Marketing Rule, Operational Efficiency, Private Capital, Reporting Automation, Compliance.

Download doi https://doi.org/10.70315/uloap.ulbec.2024.0102014