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Pharmaceuticals & biotechnology / APPLICATION BLUEPRINT

Clinical Research Services Research Collaboration Contribution Ledger

Records agreed contributions from trial sponsors and sites, including materials, facilities and specialist effort, and links them to deliverables.

Start with this blueprintExplore illustrative interface

14 workspace menus · 13 business workflows · 5 role profiles

Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.

Designed for programme coordinators and the responsible business owners

Clinical Research Services Research Collaboration Contribution Ledger workspace interface preview; illustrative records and figures.
Clinical Research Services Research Collaboration Contribution Ledger — operational workspaceIllustrative interface · Sample dataView full interface →

Explore an illustrative interface.

Illustrative workspace and record review. Select a concept screen to inspect it in full.

Clinical Research Services Research Collaboration Contribution Ledger workspace interface preview; illustrative records and figures.
Clinical Research Services Research Collaboration Contribution Ledger — operational workspaceIllustrative interface · Sample dataView full interface →
Clinical Research Services Research Collaboration Contribution Ledger record interface preview; illustrative records and figures.
Clinical Research Services Research Collaboration Contribution Ledger — record and workflow reviewIllustrative interface · Sample dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Site / programmePeriodAssigned teamReview state

Dashboard measures

  • Active reconciliation items
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Records agreed contributions from trial sponsors and sites, including materials, facilities and specialist effort, and links them to deliverables. Reconciles costs and evidence ownership, routes disputes and produces accepted contribution statements without deciding intellectual-property rights automatically.

Operations

Operational overview

Review the work position and priority actions.

Contributions

Coordinate contributions with assigned responsibilities, linked records and review history.

Costs and evidence ownership

Coordinate costs and evidence ownership with assigned responsibilities, linked records and review history.

Disputes

Coordinate disputes with assigned responsibilities, linked records and review history.

Accepted contribution statements

Coordinate accepted contribution statements with assigned responsibilities, linked records and review history.

Sites

Coordinate sites with assigned responsibilities, linked records and review history.

Facilities

Coordinate facilities with assigned responsibilities, linked records and review history.

Specialist effort

Coordinate specialist effort with assigned responsibilities, linked records and review history.

Costs

Coordinate costs with assigned responsibilities, linked records and review history.

Including materials

Coordinate including materials with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Collect source records

Establish the scope of contributions, capture the required records and assign the accountable team.

02

Reconcile the position

Coordinate sites, including materials, with linked evidence and visible outstanding actions.

03

Authorise adjustments

Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.

04

Close outstanding items

Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.

Business workflows

Select a workflow to review the steps, responsibilities, approval and exception handling.

01 · Record agreed contributions

Coordinate agreed contributions within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Agreed contributions requires a new record, an agreed review or a controlled change.

Responsible role
Evidence reviewer

  • Register agreed contributions and its operating scope
  • Compare amounts, attribution and accepted conditions
  • Route differences to the accountable finance reviewer
  • Record authorised adjustments and the accepted position

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Amounts, ownership or allocation evidence do not agree.

Outcome
A reconciled position, approved adjustments and separately owned outstanding items.

02 · Reconcile costs and evidence ownership

Coordinate costs and evidence ownership within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Costs and evidence ownership requires a new record, an agreed review or a controlled change.

Responsible role
Evidence reviewer

  • Register costs and evidence ownership and its operating scope
  • Compare amounts, attribution and accepted conditions
  • Route differences to the accountable finance reviewer
  • Record authorised adjustments and the accepted position

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Amounts, ownership or allocation evidence do not agree.

Outcome
A reconciled position, approved adjustments and separately owned outstanding items.

03 · Route disputes

Coordinate disputes within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Disputes requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register disputes and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

04 · Produce accepted contribution statements

Coordinate accepted contribution statements within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Accepted contribution statements requires a new record, an agreed review or a controlled change.

Responsible role
Evidence reviewer

  • Register accepted contribution statements and its operating scope
  • Compare amounts, attribution and accepted conditions
  • Route differences to the accountable finance reviewer
  • Record authorised adjustments and the accepted position

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Amounts, ownership or allocation evidence do not agree.

Outcome
A reconciled position, approved adjustments and separately owned outstanding items.

05 · Coordinate sites

Coordinate sites within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Sites requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register sites and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

06 · Coordinate facilities

Coordinate facilities within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Facilities requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register facilities and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

07 · Coordinate specialist effort

Coordinate specialist effort within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Specialist effort requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register specialist effort and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

08 · Coordinate including materials

Coordinate including materials within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Including materials requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register including materials and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

09 · Register the operating requirement

Coordinate operating requirement within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Operating requirement requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register operating requirement and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

10 · Resolve operating exceptions

Coordinate operating exceptions within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register operating exceptions and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

11 · Verify completion and follow-up

Coordinate completion and follow-up within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.

Responsible role
Evidence reviewer

  • Register completion and follow-up and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

12 · Review controlled operating changes

Coordinate controlled operating changes within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.

Responsible role
Evidence reviewer

  • Register controlled operating changes and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

13 · Prepare scoped operational reports

Coordinate scoped operational reports within Clinical Research Services Research Collaboration Contribution Ledger.

Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.

Responsible role
Programme coordinator

  • Register scoped operational reports and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised release reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

Governance and control

  • Role permissions reflect the agreed responsibilities and restricted record access.
  • Required information and evidence are checked before the relevant decision or handover.
  • Exceptions have a named owner, recorded reason and an authorised resolution.
  • Approved changes retain their previous values, accountable decisions and linked evidence.
  • Integration mappings, business rules and acceptance criteria are reviewed with the customer.
Operating rules by business workflow
  • For agreed contributions, adjustments require source evidence, a recorded reason and authorised financial review.
  • For costs and evidence ownership, adjustments require source evidence, a recorded reason and authorised financial review.
  • For disputes, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For accepted contribution statements, adjustments require source evidence, a recorded reason and authorised financial review.
  • For sites, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For facilities, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For specialist effort, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For including materials, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.

Data, interfaces and operating requirements.

Core records

Reconciliation itemContributionsSitesIncluding materialsFacilitiesSpecialist effortDecisionSupporting evidenceActivity history
Record fields and linked information
  • Record identifier — Stable reference for the operating transaction.
  • Site / programme — Business scope used for responsibility and reporting.
  • Operating subject — The request, commitment or work item being handled.
  • Accountable owner — Named responsibility for the next action.
  • Workflow stage — Current position in the agreed business journey.
  • Review requirement — Required review and outstanding decision.
  • Due or review date — Agreed action window or review trigger.
  • Linked evidence — Source records supporting the operating decision.
  • Decision authority — The delegated authority relevant to the accepted outcome.
  • Accepted outcome — Recorded decision and its business consequences.
  • Follow-up obligation — Remaining responsibilities after an accepted action.
  • Revision history — Trace of accepted changes and their evidence.
  • Contributions reference — Link the relevant contributions to the operating transaction and its decision evidence.
  • Costs and evidence ownership reference — Link the relevant costs and evidence ownership to the operating transaction and its decision evidence.
  • Disputes reference — Link the relevant disputes to the operating transaction and its decision evidence.
  • Accepted contribution statements reference — Link the relevant accepted contribution statements to the operating transaction and its decision evidence.
  • Sites reference — Link the relevant sites to the operating transaction and its decision evidence.

Systems and interfaces

  • Quality and controlled document records
  • Laboratory, trial or product information interfaces
  • Identity and role-based access services
  • Approved document and communication services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Confirm the operating boundaries, contributions, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.

Mobile and tablet access

Authorised users can review contributions, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

AN EXAMPLE OPERATING SCENARIO

What to validate in a scoped demonstration.

Start with contributions and follow the record through reconcile the position. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

What can we review in a tailored demonstration?

Review a representative reconciliation item, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.

How is the solution adapted to our organisation?

The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.

How does the solution connect with existing systems?

Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.

How are subsequent changes controlled?

The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.