For Compliance Officers

DOI exam ready,
every single day

Complete version history, locked published forms, and instant historical retrieval. Never scramble for a DOI request again.

DOI Exam Request Received
Locate Q3 2023 forms
2+ hours
Verify correct versions
unknown
Document change history
unknown
Confirm publisher records
unknown
Exam deadline: 3 business days
The Problem

DOI exams expose documentation gaps

When examiners request forms from a specific period, teams scramble through shared drives hoping everything can be reconstructed. Version ambiguity, missing change history, and incomplete publisher records turn routine audits into emergencies.

  • Which form was actually in use on that date?
  • Who approved the changes and when?
  • What exactly changed between versions?
  • Can you prove the forms weren't altered?
Immutable Records

Published means permanent

When a form is published, it locks. The exact content, effective date, and publisher are preserved forever. The version in use on any day is never in question.

  • Published forms cannot be altered
  • Effective dates locked at publish time
  • Publisher identity permanently recorded
  • Cryptographic integrity verification
v2.1.0
Published version
Locked
PublishedJan 15, 2025
EffectiveFeb 1, 2025
PublisherSarah Mitchell
Forms12 documents
Integrity verified
Change History
Published v2.1.0
Sarah Mitchell · Jan 15, 2025
Updated hurricane exclusion language
Michael Chen · Jan 14, 2025
Added FL disclosure requirement
Sarah Mitchell · Jan 12, 2025
Published v2.0.0
Sarah Mitchell · Nov 3, 2024
Complete Audit Trail

Every change documented

Every edit is tracked automatically. See exactly what changed between any two versions. Who made the change, when, and the specific content that was modified.

  • Who changed what, and when
  • Side-by-side version comparison
  • Content diff highlighting
  • Automatic documentation
Time Travel

Retrieve any version from any date

DOI requests a specific time period? Retrieve the exact form package that was in effect. A claim from 18 months ago? Get the precise version that was published on that policy date.

  • Query by any date range
  • Exact version retrieval
  • Export complete packages
  • Include full audit trail
Historical Query
August 15, 2024
Commercial Property
Results
Version Found
v1.8.0 was in effect on August 15, 2024
Published Jul 1, 2024 by Michael Chen

Real compliance scenarios

How Pathience transforms audit preparation

DOI Exam Request

Before

Spend days reconstructing which forms were in use during Q3 2024. Hope nothing was missed from the shared drive.

With Pathience

Generate the exact form package for any time period instantly. Show complete version history and change documentation.

Form Update Tracking

Before

DOI mandates a policy language change. Document who changed what, when it was implemented, and which versions reflect the update.

With Pathience

Complete audit trail shows the entire update process. Who made changes, when they were published, version comparison tracked automatically.

Claims Dispute

Before

A claim arises from a policy issued 18 months ago. Reconstruct exactly what the form said at that time.

With Pathience

Retrieve the exact form version that was in effect on the policy date. Historical accuracy guaranteed with version history.

Every compliance feature you need

Version Control

  • Immutable published versions
  • Complete change history
  • Side-by-side comparisons
  • Effective date tracking
  • Rollback to any version

Audit Trail

  • Historical version retrieval
  • User activity logs
  • Change documentation
  • Publisher attribution

Access Control

  • Role-based permissions
  • Publish authorization
  • View-only access
  • Team collaboration
Never Fear a DOI Exam Again

Be audit-ready, always

Join compliance professionals who have transformed DOI preparation from a source of anxiety into a routine process.