Case study · Testing, Inspection & Certification

One equipment reference, checked across every document

A certification body running multi-site campaigns where the report, the certificate and the datasheet had to describe the same equipment — and sometimes did not.

The client

Who they are.

A certification body running multi-site campaigns for industrial clients. A single campaign covers thousands of sites, and each site produces a report, a certificate and an equipment datasheet that must all describe the same equipment.

Anonymised at the client’s request. Client names are never disclosed without written permission.

2,400sites per campaign
6documents per site
3cross-document checks
The task

What had to be solved.

Matching the equipment reference across three documents was a manual, repetitive read at a scale nobody could sustain. A transcription error in a report propagated into the certificate, and the error surfaced when a client queried it, months later.

The goal

What success looked like.

  • Compare the equipment reference across all three documents automatically
  • Stop a transcription error propagating into an issued certificate
  • Issue certificates on a file that has already been reconciled
The solution

What Ceertia does here.

A use case per campaign type, comparing the equipment reference, quantities and characteristics across report, certificate and datasheet. Any divergence is flagged with all three source zones cited, so the correction is made once, at the right document.

A real rule One rule, as it runs.

The equipment reference must be identical between the inspection report and the certificate.

The procedure

How it runs, step by step.

1
Intake

The file arrives with its documents, in any format, from whoever sends it.

Site reportsCertificatesEquipment datasheetsPhotosMeasurement recordsClient declarations
2
Recognition & classification

Every page is identified and mapped against the expected document list. Missing documents, duplicates and out-of-scope pages are flagged on receipt.

3
Verification

Each rule asks the file a question and answers it directly on the documents, with page, zone and source text attached to the verdict.

4
Arbitration

The team approves, requests a fix, or rejects. No file is approved or rejected automatically.

The result

What changed.

Certificates are now issued from reconciled files. The client queries that used to arrive months later — and cost credibility as much as time — largely disappeared.

Before
  • Matching the equipment reference across three documents was a manual, repetitive read.
  • A transcription error in a report propagated into the certificate.
  • Errors surfaced when a client queried a certificate, months later.
After
  • The equipment reference is compared across report, certificate and datasheet automatically.
  • Any divergence is flagged with all three source zones cited.
  • Certificates are issued on a file that has already been reconciled.

Anonymised case. Client names are never disclosed without written permission. Figures describe the file volumes and checks in this scenario.

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