cm.platform/index · 2 live · 10 roadmap

End-to-end workflow.
Module by module.

The vision is one canonical model, one audit trail, one role system, every stage AI-assisted with human review gates. Two modules are live today. The rest are on the build path.

§01 · live module: protocol_authoring spec: DDF · USDM 4.0 · ICH M11 status: shipped

Protocol authoring.
USDM-native, M11-aligned.

Author M11-aligned protocols section by section with a Claude-powered co-pilot. Every Code field binds to CDISC CT. The CORE rules engine runs as Layer 3 of the pre-export compliance gate — exports block on ERROR-severity findings unless explicitly overridden with an audited reason.

standards stack →
protocol/ACQ-2026-001 gate: pre-export layer 3 of 3 → block on ERROR
cm-protocol // compliance_gate format: USDM 4.0 core_rules: 210 running
§SectionSourceFindingsStatus
§5.1 Inclusion criteria authored 0 / 0 / 0 approved
§5.2 Exclusion criteria authored 0 / 0 / 0 approved
§6.1 Primary objective authored 0 / 2 / 0 review
§6.2 Endpoints AI-drafted 0 / 0 / 0 draft
§7 Schedule of activities authored · arm-aware 0 / 0 / 0 approved
§8 Statistical analysis ⚠ stale · source changed 1 / 4 / 0 regenerate
§9 Safety considerations authored 0 / 1 / 0 approved
CORE rules: 210 errors: 1 warnings: 7 info: 0 NCI CT: 2024-09-27 → EXPORT BLOCKED until §8 cleared
M11
84
sections generated
USDM
~100/100
round-trip score
CORE
210
rules enforced
AUDIT
100%
AI decisions logged
§02 · live module: study_build intake: USDM · PDF · USDM JSON output: CDASH casebook

Study build.
Protocol to EDC.

Read a USDM-based study definition (or a protocol PDF, or a USDM-JSON export) and generate a CDASH-aligned casebook. Forms, fields, codelists, edit checks, derivations — derived from the protocol's structured content. Deploy to Medidata Rave or Veeva Vault.

intake formats →
intake · primary
USDM study definition
Structured input from §01. Round-trips cleanly; every field traces to a USDM entity.
intake · supported
Protocol PDF
Regex-driven parser extracts SoA, eligibility, endpoints. Falls back to manual review on ambiguity.
intake · supported
USDM JSON export
Direct ingest of a USDM-conformant JSON document from a sister authoring tool.
casebook/ACQ-2026-001 visits: 9 forms: 24 checks: 184
cm-build // visit_schedule derived from: protocol §7 (SoA) target: rave + veeva deploy_ready
Form Visit coverage · SCR → EOS
Demographics DM
Eligibility IE
Vital signs VS
Adverse events AE
Concomitant meds CM
Laboratory LB
Exposure EX
QoL questionnaire QS
SCRD1D8D15D29D57D85EOS
derived from: protocol §7 (SoA) edit checks: 184 (L1 · 102, L2 · 67, L3 · 15) codelists: 38 (CDASH + sponsor ext.) RAVE READY VEEVA READY
§B · roadmap under development 10 modules · 1 vision end-to-end automation

On the build path.
Module by module.

Each roadmap module carries its target scope here so pilots and prospective customers can plan ahead. We don't commit dates publicly — we commit milestones. Early-access pilots can include scoped previews of in-development modules.

discuss pilot scope →
§03under dev
Data ingestion

Unified pipeline for any EDC + any vendor. Rave (ODM.XML or Clinical Views), Veeva Vault, central labs (SAS7BDAT / XPT / CSV), imaging, RTSM, ePRO, devices. Every row carries source-system OID for idempotent upserts.

scope · 15 vendor templates · schema-drift surveillance · amendment-aware
§04under dev
Validation

Three-level rule engine — syntactic + format, logical edit checks within and across forms, cross-source consistency. Every finding ships with rule ID, evaluated logic, observed values, severity. Findings route to Query Management.

scope · L1 · L2 · L3 · versioned rule catalog · severity routing
§05under dev
Query management

One lifecycle across validation findings, reconciliation discrepancies, coding ambiguities, manual reviews. Status states detected → drafted → issued → answered → closed. SLA tracking, aging dashboards, escalation rules.

scope · 7-state lifecycle · per-tier SLA · AI-drafted text + human approval
§06under dev
Medical coding

Verbatim AEs, medical history, concomitant medications. Auto-coder proposes LLT / PT, ATC, or trade-name matches with confidence scores. High-confidence auto-codes; below threshold routes to coder workbench.

scope · MedDRA + WHO Drug · version-pinned per study · confidence ≥0.90 auto-code
§07under dev
Reconciliation

SAE sub-agent matches safety-DB cases against EDC AEs / SAEs. External sub-agent reconciles vendor data (labs, ECG, imaging, RTSM, ePRO, devices) vs. canonical EDC. Discrepancies route to queries or vendor tickets.

scope · shared discrepancy model · domain-aware matching keys · deterministic core
§08under dev
SDTM / ADaM

Mapping specifications from canonical data to every SDTM domain. Conformance checks, Define.xml + annotated CRF + reviewer guide. ADaM scaffolds — ADSL, ADAE, ADLB, ADTTE — with BDS structure for custom analyses.

scope · SDTM-IG 3.4 · ADaM-IG 1.3 · Define-XML 2.1 · 100% traceability
§09under dev
Analytics

Role-aware dashboards from portfolio → study → subject. Open / aged queries by type and site. Reconciliation completeness. Coding completion. CRF timeliness. Lock-readiness gauges. Risk flags on site / subject / domain anomalies.

scope · portfolio rollups · statistical anomaly detection · RBAC- + blinding-scoped
§10under dev
Patient profile

Per-subject longitudinal profiles — demographics, visits, exposure, AEs, labs, vitals, ePRO. Risk flags surface anomalies. Treatment-arm fields hidden from blinded roles at the repository layer (not just the UI).

scope · longitudinal swimlane · blinding-aware · optional segregated-storage mode
§11under dev
Audit trail

Append-only audit across every module. Tamper-evident storage. Searchable by study, subject, user, record type, event type, date range. Inspection-ready PDF + machine-readable JSON export. AI actor distinguishable from human actor.

scope · ALCOA+ · 7y retention · schema in place · workflow integration in progress
§12under dev
User admin & help

Eleven predefined roles, extendable. Fine-grained permissions per module + per data domain + per blinding scope. MFA / OTP. Separation of duties. In-app guidance, walkthroughs, citation-verified AI Guide.

scope · 11 roles · RBAC + SoD · MFA required · Help with citation enforcement
cm.demo

Try the two live modules.
On your protocol.

Thirty-minute working session — not a deck. Live USDM authoring against your protocol; a CDASH study build from the same source. Early-access pilots welcome.

Talk to us or use the long-form contact