The Process

How the IHM Categorization Tool works

A five-step workflow combining automated screening, AI-assisted classification, and competent human review — from raw procurement data to prioritised documentation list.

Preparation

Prepare Order List

Prepare your order items in an Excel (.xlsx) or CSV file. At a minimum, the file must include the supplier name and article name for each item. For a sample analysis, please submit no more than 25 order items. .

A template is available on the Resources page to help you format the data correctly.

Submission

Submit

Fill in the request form, select processing tier (default "EU-Only"), upload your file, and confirm you're authorized.

Tier A (EU-Only): All processing occurs on EU-pinned infrastructure. No data is sent to non-EU sub-processors. Tier B (Standard): May involve non-EU AI sub-processors, subject to your separate explicit consent.

Data Classification

Extraction & AI-Assisted Classification

Tool extracts supplier name and item description—no other data—and the AI model assesses each item against IHM-relevancy criteria to label it as: RELEVANT, NOT RELEVANT, ADDITIONAL, or REQUIRES HUMAN REVIEW.

This extraction occurs server-side before any AI model receives information. The original file is stored securely on EU infrastructure and automatically deleted after 90 days. The AI model operates on the extracted fields only. It does not have access to the original file, your company identity, or any other submitted data.

Review

Competent Human Quality Review

IHM Professional reviews classifications to confirm, adjust, or reclassify each item and adds notes where relevant. Quality assurance: no output is released without this review.

Human review is not a rubber stamp—it is an integral part of the process. The reviewer applies professional IHM knowledge that the AI model may not fully capture.

Analysis Results

Receive Your Analysis

Line-by-line classification with reasoning (if required) sent to you by email within 1–2 working days, including a quotation for service integration.

The analysis is decision-support. It helps you identify which items warrant supplier documentation follow-up. It does not constitute final regulatory compliance approval.

This analysis is produced with AI-assisted screening and competent human review. It is decision-support and does not constitute final compliance approval. The client remains responsible for their IHM obligations.

Service Options

Sample analysis vs. Integrated service

Start with a free sample analysis to validate the tool against your data before committing to a production engagement.

Aspect	Sample Analysis	Production Service
Purpose	Demonstrate the tool, validate fit, receive a quotation	Screen your full procurement dataset for IHM documentation prioritisation
Item limit	Up to 25 line items	Unlimited (volume tiers apply)
Cost	No charge	Per quotation — see Services & Pricing
Turnaround	1–2 working days	Agreed per engagement
Output format	Analysis + quotation by email	Full dataset output (Excel / PDF) + review notes
Processing tier	Tier A (EU-Only) or Tier B	Tier A (EU-Only) or Tier B

Request Sample Analysis View Services & Pricing →