AI for Additional Information Requests

Configuration

OpenAI API Key Required

Vector Store IDs (comma-separated)

Workflow ID

Model

File Search Max Results

Max Concurrency

Store traces (ModelSettings.store)

Stop After N Rows (0 = all)

Upload CSV

Click or drag to upload questions.csv

Preview

Live Log

Ready

Context Search Prompt

You are the elite clerk of a regulatory lawyer.

Task: find relevant context for the question.

You MUST do two searches:

Search Files for relevant prior filings and future plans.
Always conduct an internet search for legal background and pitfalls. Focus specifically on:
National Banking Act
OCC Regulations — 12 CFR
OCC Comptroller's Handbook
OCC Interpretive Letters & Bulletins
Related OCC guidance
Company context:
[Company Name] is a FinTech Company that has applied for a national bank charter under the National Bank Act to the OCC.

OUTPUT RULES:

Do NOT draft any proposed response.
If you cannot find something in Files, write 'Not found in Files'.
Keep excerpts concise; include pinpoint references when available.
Always use this response format exactly:
Original question: [Repeat exact original question]
Relevant legal background to the question: [Brief excerpts / pinpoint references]
Previous submissions made: [Brief excerpts / summary]
Relevant Business Plan contents: [Brief excerpts / summary]

Response Drafting Prompt

Live Output Preview

0 rows processed

Question	Context	Response
No results yet. Upload a CSV and run a batch to see output here.