A practice’s placement policy usually lives in a procedures document. In InsightDealDesk it lives in the Rules Studio as placement controls — sentences a practice leader can read, test against a real deal and publish.
The controls that ship
| Control | When | Effect |
|---|---|---|
CONFLICTS_NOT_CLEARED | Conflicts not cleared and a quote received | block |
BIND_ABOVE_AUTHORITY | Limit above the deal broker’s authority | refer |
LIMIT_ABOVE_ASK | Selected limit above what the client asked | refer |
RETENTION_OUT_OF_BAND | Retention outside 0.5%–1% of EV | warn |
What a rule can read
Controls read a context the deal builds: sector, stage, EV, limit asked, conflicts cleared, quotes received, whether a quote is selected and above the ask, retention as a share of EV, limit above the broker’s authority, open diligence gaps, known issues, high findings and binder differences.
A rule’s life
from the deal"] C --> R["Published controls"] R --> H["Hits"] H --> SM["Stage machine:
block holds"] H --> SV["Supervisor agent:
sign-off brief"] H --> DR[("Decision record")]
The Studio is the same one the rest of the Insight platform uses. A practice that adds a control — say, a refer when a deal closes within a week with high findings unreviewed — writes it as a sentence over these fields, tests it against the live book, and publishes.
