QuotedData

How QuotedData Streamlined Document Versioning and QA Across Three Markets

QuotedData's research team was spending hours manually adapting finished investment reports for different audiences—shortening for retail readers, neutralising language for international markets. We built them a system that takes a formatted report, intelligently extracts editable content while preserving legal disclaimers and formatting, generates all three versions simultaneously, and presents the changes in a side-by-side diff-style interface for quick review and approval.
50+
page reports processed
3
market versions in minutes
Detailed, Technical Reports - But Three Different Audiences

QuotedData publishes in-depth research on shares, funds and investment companies. Each report goes through rigorous analysis before publication, but the work didn't stop when the research was done. The same report needed adapting for three distinct markets: a professional version with full technical depth, a retail version with simplified language and shorter sections for everyday investors, and an international version with subjective commentary neutralised for cross-border compliance. Each adaptation meant working through a 50+ page document line by line, making small but necessary changes while being careful not to touch legal disclaimers, image alt tags, or regulatory text. It was painstaking work that pulled analysts away from research.

A System That Understands What Good Looks Like

We built a document processing system that handles the entire localisation workflow. When a finished, formatted report is uploaded, it first extracts all editable text while intelligently identifying and preserving elements that must remain untouched - legal notes, disclaimers, alt tags, and compliance language. The extracted content passes through specialised agents trained on QuotedData's house style for each market: one simplifies technical concepts and tightens prose for retail readers, another identifies and neutralises subjective statements for international distribution. The system then recompiles each version into the original document format, presenting all changes in a code diff-style interface. Editors can see exactly what's been modified, make adjustments inline, and accept or reject changes with a click before exporting the final versions.

From Hours of Manual Editing to Minutes of Review

QuotedData's team now uploads a report once and receives three publication-ready versions within minutes. Instead of working through documents paragraph by paragraph, they review highlighted changes and focus their attention where editorial judgment matters most. Reports reach all three markets faster, the research team spends more time on analysis, and the consistency of adaptations has improved now that the same logic applies to every report.

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