Use Case · Data Quality Checks

Nothing reaches your dashboard unchecked

Every import passes through a validation gate before a single number is reported. Bad rows stop there — not in your lender packet.

Q2 Rent Roll.xlsx May Operating Statement.pdf June occupancy export

Data Quality Checks

Gaps, duplicates, mismatches, and stale values caught here — 38 in May, 29 fixed automatically.

92.1% verified · Jun 30
What the Gate Catches

Four ways a spreadsheet lies politely

None of these look like errors when you're skimming. All of them move a number an owner acts on.

Gap

The line that isn't there

May's statement arrives without an R&M line — expenses look great until June's catches up.

Duplicate

The suite counted twice

Suite 200 appears on two rows of the occupancy export — and occupancy quietly climbs past reality.

Mismatch

Two sources, two numbers

The lease says $28.50 /SF; the rent roll bills $27.75. Somebody's underwriting is wrong either way.

Stale

The date that stopped moving

Bay 5 signed in June, but the vacancy list still shows it available — "current" with no definition.

The Validation Gate

One bad row, stopped — and what it would have cost

A duplicated suite in June's occupancy export. Watch it hit the gate, and compare the dashboard number with and without it.

1 · The row arrives

Suite 200, twice

MER · Suite 200 · 5,800 SF · occupied
MER · Suite 200 · 5,800 SF · occupied

Two systems exported the same suite. Neither is wrong alone.

2 · The gate flags it

Duplicate detected

Data Quality Checks catches the repeat before the import completes — logged, resolvable, and traceable to both source rows.

Duplicate · pending review
3 · The number stays right

Meridian occupancy

105.1% 88.0%

Without the gate, Meridian reports more occupied space than it has. With it, the KPI your decisions ride on is the real one.

Every catch lands in the DQA feed with a resolution trail — 38 caught in May, 29 auto-fixed, 6 pending review.

Why It Matters for AI

An answer is only as good as the row behind it

The Copilot never answers from raw imports. Five steps run first — and the gate is step two, not an afterthought.

01
Extract

PDFs, spreadsheets, and MRI reports read into structured fields.

02
Validate

The gate — gaps, duplicates, mismatches, and stale values stopped here.

03
Structure

Figures mapped to properties, leases, and reporting periods.

04
Link

Every value tied to its source page, row, or record.

05
Answer

Only then does AI respond — citation attached.

Verified data first. AI answers second.

See your portfolio in one trusted owner view.

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