I The Challenge
What OBI-HUI is, who it's for, what it delivers.
A modular platform for commercial and medical affairs

The workbench between your data and your Leadership Team

Built for Commercial and Medical Affairs Leaders who own the answer their CCO and CMO ask for. Three modular layers — data curation, specialist agents, and the storyboard — that work together or stand alone. Take just the curated data foundation, just the agents, just the storyboard, or the whole stack.

Built with forecasting and commercial-insights leads from six top-20 pharma companies
Built for regulated workflows
SOC 2 Type II in progress HIPAA-aligned controls EU & US data residency 21 CFR Part 11 alignment Customer data is never used for training
The pain

The pain we hear from every commercial and medical affairs team.

Whether the deliverable is a launch forecast, a digital twin, a publication plan, or an advisory board synthesis, the same three things break the work — across both functions.

"The consultants own the work — and the next invoice."

The forecast, the digital twin, the publication plan, the AdBoard synthesis — it leaves the room when they do. You pay again for every refresh, every revision, every scenario. Institutional knowledge never lands in-house.

"It's an eight-week build that breaks in two days."

Fourteen linked Excel tabs, a brittle assumption layer, and one analyst who knows where the bodies are buried. When the Leader needs a sensitivity for the CCO review, it starts over.

"Medical content gets stuck in MLR with no shared workspace."

Every publication, MIR response, and AdBoard summary loops through medical review with no shared workspace, no provenance trail, and no way to surface the same insight the next time it's needed.

Who it's for

Built for Commercial and Medical Affairs Leaders.

OBI-HUI sits between your team's modeling work and your CCO and CMO reviews. The Commercial Leader walks in with one number. The Medical Affairs Leader walks in with one evidence map. The directors who built the work still own it — OBI-HUI just makes their work shareable, traceable, and signed off.

Commercial Leader

From scattered models to one defensible number.

Demand Forecasting · Whitespace/Competitive Intelligence · Customer Insights

  • You own the franchise number your CCO defends to the board.
  • Your directors model their piece — uptake, segmentation, competitive read, patient insights.
  • OBI-HUI gives them shared data, visible assumptions, traceable sign-offs.
  • You walk into review with one number — and the full chain that built it.
Sits alongside: forecasting, insights, brand, CI, omnichannel directors.
Medical Affairs Leader

From scattered insight to one evidence map.

Evidence Synthesis · KOL Engagement · Medical Communications

  • You own the evidence story your CMO defends to the board.
  • Your medical directors, MSLs, and publications team each generate insight in different places.
  • OBI-HUI puts every advisory board, MSL note, and publication in one searchable, attributable repository.
  • You walk into review with a complete evidence map — not a curated highlight reel.
Sits alongside: medical directors, MSL excellence, publications lead, AdBoard operations.
Outcomes

What teams using OBI-HUI report.

Three representative results from pilot engagements. Numbers shown are illustrative ranges from in-flight programs — final figures shared under NDA on request.

faster forecast cycle vs. the spreadsheet build · Commercial
The thing that used to be a quarter is now a week. The deal team stopped waiting on us.
— Forecasting lead, top-10 pharma (anonymized)
more AdBoards run per quarter at a fraction of the cost · Medical Affairs
We can pressure-test a clinical question against simulated KOLs before we ever convene a real panel.
— Head of Medical Affairs, oncology biotech
100%
of figures and statements traceable to source in audit · Platform
For the first time the review didn't end with "let's get back to you on that number" — or that citation.
— Head of finance & head of MLR, specialty pharma

"I used to walk into the CCO review with five forecasts that didn't tie. Now I walk in with one. The directors still own the work — I just don't have to reconcile their assumptions by hand at 11pm anymore."

— Commercial Leader, top-20 pharma (anonymized)
Illustrative ranges. Real figures from in-flight engagements shared under NDA — ask in the walkthrough.
II The Platform
How OBI-HUI is built. Three modular layers — take one, two, or all three.
How the methodology shows up in the platform

Three modular layers. Take one. Take all three.

OBI-HUI is built in three layers that interlock — and unbundle. A shared bedrock of curated data. Named specialist agents that work on it. A storyboard where directors interact with the data and senior leadership consumes the signed-off narrative. Engage one layer, two, or the whole stack — each ships standalone, and snaps into the others when you're ready.

TIER 5 · DATA SOURCES Curated layer shared bedrock Unstructured papers · notes Structured claims · Rx
01 · Data curation

A shared bedrock of curated data

One foundation every app sits on — so every agent, director, and dashboard reads the same ground truth.

  • Unstructured ingestion — papers, transcripts, call notes, MLR docs extracted and entity-linked.
  • Structured normalization — claims, EHR, registries, sales/Rx reconciled to a shared schema.
  • Shared semantic layer — one bedrock the apps, agents, and storyboard all sit on.
TIER 4 · SPECIALIST AGENTS COMMERCIAL MEDICAL UDA DSM EVE PIA Uptake Demand Evidence Insight
02 · Specialist agents

Named agents. Scoped to apps. Reviewed by your team.

No "AI" black box. Every agent is scoped, sourced, and signed off.

  • Defined role — source · structure · synthesise · draft. Nothing else.
  • Named dataset on every read — IQVIA, Flatiron, PubMed, never "the web."
  • Human sign-off before output enters the model or document.
TIER 1 · EXEC · TIER 3 · DIRECTOR EXEC · Q3 narrative DIR · workbench
03 · The Storyboard

Your window onto the curated world

One surface, two altitudes. Directors work the data; executives read the signed-off story.

  • Director workspace — explore curated data and agent outputs, override assumptions, sign off.
  • Executive view — senior management sees only director-signed-off insights, framed as a story.
  • Single source of truth — same curated layer powers both views; the exec story never disagrees with the working model.
The architecture

OBI-HUI in one diagram.

Data flows up. Sign-off flows down. Every figure traces from a source through a specialist agent, through a director sign-off, into a workflow orchestrator, up to the Leadership Team

Executive (Human) Decision Gate (Human) Cross-cutting (Human) Workflow Orchestrator Specialist Agent Data Source
Commercial flow Medical Affairs flow Cross-cutting flow Firewall
Platform layers Storyboard Specialist Agents Data Curation
STORYBOARD AGENTS STORYBOARD AGENTS DATA CURATION TIER 1 · EXECUTIVE HUMANS · STRATEGY LEADER DASHBOARDS · LIVE ENTERPRISE VIEWS TIER 2 · WORKFLOW ORCHESTRATORS TIER 3 · DIRECTOR SIGN-OFF TIER 4 · SPECIALIST AGENTS TIER 5 · DATA SOURCES FIREWALL COMMERCIAL ← → MEDICAL AFFAIRS Chief Commercial OfficerChief Commercial Officer Chief Medical OfficerChief Medical Officer Demand ForecastingDemand Forecasting Whitespace/Competitive IntelligenceWhitespace/Competitive Intelligence Customer InsightsCustomer Insights Evidence SynthesisEvidence Synthesis KOL EngagementKOL Engagement Forecasting DirectorForecasting Director sign-off CI DirectorCI Director sign-off Claims Analytics DirectorClaims Analytics Director sign-off Market Research DirectorMarket Research Director sign-off Medical DirectorMedical Director sign-off MSL LeadMSL Lead sign-off Uptake DriverAnalyzerUptake Driver Analyzer Demand ShareModelerDemand Share Modeler Whitespace SizerWhitespace Sizer CompetitiveLandscape MonitorCompetitive Landscape Monitor Message RecallAnalyzerMessage Recall Analyzer Twin SimulatorTwin Simulator RWD CohortBuilderRWD Cohort Builder Qual InsightSynthesizerQual Insight Synthesizer AdboardSimulatorAdboard Simulator EvidenceSynthesizerEvidence Synthesizer Citation VerifierCitation Verifier Document DrafterDocument Drafter MARKET RESEARCH SECONDARY RESEARCH REAL-WORLD DATA ATU TrackersATU Trackers Brand TrackersBrand Trackers DCE / TPP / ConjointDCE / TPP / Conjoint IDIs / Focus GroupsIDIs / Focus Groups Message TestingMessage Testing Promotional ResponsePromotional Response Payer ResearchPayer Research Patient Chart AuditsPatient Chart Audits SEER / GLOBOCANSEER / GLOBOCAN PubMedPubMed ClinicalTrials.govClinicalTrials.gov EudraCTEudraCT bioRxivbioRxiv FDA Orange BookFDA Orange Book EPO patentsEPO patents Conference proceedingsConference proceedings FlatironFlatiron IQVIA Rx auditsIQVIA Rx audits SymphonySymphony Veeva CRM / AdobeVeeva CRM / Adobe HealthverityHealthverity LIVEFranchisePerformanceOwned by: Franchise / Commercial VPFranchise Performance — Owned by Franchise / Commercial VP LIVELong-Range Plan(LRP)Owned by: Strategy / LRP VPLong-Range Plan (LRP) — Owned by Strategy / LRP VP LIVECustomer & MarketInsightsOwned by: Insights VPCustomer & Market Insights — Owned by Insights VP LIVECompliance &Audit ConsoleOwned by: Compliance / LegalCompliance & Audit Console — Owned by Compliance / Legal LIVEEvidence &PublicationsOwned by: Medical Affairs VPEvidence & Publications — Owned by Medical Affairs VP LIVEKOL & EngagementTrackerOwned by: MSL Excellence LeadKOL & Engagement Tracker — Owned by MSL Excellence Lead
Read it bottom-up: licensed market research and secondary data → named specialist agents that synthesize each source → director sign-off → workflow orchestration → executive review. Commercial flows feed the CCO; medical affairs flows feed the CMO; the firewall in the middle keeps them isolated by design.
The platform, layer by layer
Three modular layers — take one, two, or all three.

Data Curation. Agents. Storyboard.

Each layer ships standalone or as a stack. Buy just the curated data foundation, just the specialist agents, just the storyboard — or interlock all three into one CCO/CMO-grade workflow.

01 · The Foundation

Data Curation

One pipeline carries unstructured and structured evidence from raw to curated — ingestion, chunking, taxonomy, SME review — and lands in a single semantic layer that agents and the storyboard read from.

Semantic Layer

Unifies unstructured + structured evidence into one analyzable surface.

  • Unstructured side: entity ontology, relationships, question typology, metric definitions, cohort library, provenance — built from transcripts and secondary research via the chunking and taxonomy stages.
  • Structured claims side: raw claims and EHR-derived tables are standardized into a modified OMOP Common Data Model (Person, Visit, Condition, Drug Exposure, Procedure, Measurement, Observation), extended with payer/plan, specialty, and brand-level dimensions specific to pharma commercial and medical use cases.
  • Harmonization: shared vocabularies (ICD-10, SNOMED, RxNorm, NDC, HCPCS) and a crosswalk to the same entity ontology used on the unstructured side — so a cohort defined in claims (e.g. "biologic-naive moderate-to-severe patients on commercial plans") can be joined directly to qualitative findings (e.g. "HCP perceptions of step-edit burden") in a single analysis.
  • Outputs feed both the agents (for cohort-aware Q&A, sizing, and forecasting) and the storyboard (for one-number, one-evidence-map briefs).

Chunking

Four retrieval layers for unstructured content: turn-level, within-respondent, cross-respondent, propositional index.

Taxonomy

Seven sections × three tiers — rule-based, embedding, LLM — with confidence-driven auto-approval.

See it run: Automated Ingestion · Confidence & Review · Claims → OMOP Harmonization · Backfill at Scale · Walkthrough · Sandbox (BYO files).

Open the data layer →
02 · The Analytics Layer

Specialist Agents

Named agents built by people who have done this work by hand — each carries the context, source maps, and sign-off rules for its job. Two tenants, one semantic layer underneath, eleven apps on top.

Commercial · 8 apps
FC
Forecasting
Patient-flow canvas → segmentation → uptake → price → 10-year revenue trajectory.
Open →
WS
Whitespace
Surfaces unaddressed populations — and tells you who's about to enter them.
Open →
QR
Qual Research
Transcripts to theme / quote / sentiment trees, traceable to the speaker turn.
Open →
RW
Modular RWD
Longitudinal patient cohorts from claims, EHR, and labs with auditable inclusion criteria.
Open →
QN
Quant Research
Survey design, fielding, and analysis — ATU, message-testing, claims-testing.
Open →
SG
Segmentation
HCP and patient segmentation from attitudinal, behavioral, and claims signals.
Open →
CJ
Conjoint Analysis
Choice-based and adaptive conjoint for driver importance, trade-offs, and WTP.
Open →
TPP
Share Predictor
Predicts preference share for a TPP vs. competitors — feeds Forecasting scenarios.
Open →
Medical Affairs · 3 apps FIREWALLED
MR
Medical Repository
Structured evidence base with named citations — feeds AdBoard and Document Generator.
DG
Document Generator
Drafts MIR responses, MSL briefings, publications, congress summaries — every line cited.
AB
AdBoard Simulator
Simulates KOL panel responses from each KOL's published views and conference history.

Full provenance — Powered by, Reads from, Signed off by, Feeds — lives in Methodology and the tenant firewall.

03 · The Narrative Layer

Storyboard

The live view a CCO, franchise lead, or TA head opens each morning — composed per team from Forecasting, Whitespace, Patient & Market Insights, Evidence & Publications, and KOL Engagement. Three decision functions sit on top: the things that turn a dashboard into a decision.

Commercial · for the CCO
WB

"What you need to believe" Simulator

From target to assumptions

Inverts any target into the assumptions required to hit it — and flags which beliefs sit outside the evidence band.

Powered by Belief Inverter · Assumption Stress Tester

DR

Digital Twin Referees

From strategy to verdict

Runs strategies against synthetic HCP and patient cohorts before commit — returns a referee verdict with the cohorts and assumptions behind it.

Powered by Twin Simulator · Tactic Adjudicator

HG

Hypothesis Generator

From gap to hypothesis

Takes a revenue or share gap and proposes ranked hypotheses with supporting signal, target cohorts, and estimated impact ranges.

Powered by Gap Decomposer · Hypothesis Synthesizer · Impact Estimator

Medical Affairs · for the CMO
PB

"What you need to publish" Simulator

From scientific objective to evidence map

Inverts a publication, congress, or label objective into the evidence, studies, and KOL alignment required to land it — flags gaps before the plan goes to the CMO.

Powered by Evidence Inverter · Publication Plan Stress Tester

KR

KOL Sentiment Referees

From narrative to KOL verdict

Runs a medical narrative against synthetic KOL panels grounded in each KOL's published positions and conference history — returns predicted response with the citations behind it.

Powered by KOL Twin Simulator · Narrative Adjudicator

EG

Evidence Gap Generator

From clinical question to ranked gaps

Decomposes a clinical or scientific question into the evidence gaps that matter — proposes ranked publication, study, and IIT hypotheses with estimated impact on the medical narrative.

Powered by Gap Decomposer · Evidence Synthesizer · Impact Estimator

Same audit log — click any number and walk the chain back through orchestrators, agents, and licensed sources.

III Trust
How we keep the firewall, the data, and the agents accountable.
Methodology & data foundation

What we ground on — and what we don't.

A plain-language map of the data sources, models, and guardrails behind every figure — so your team can trust the answer and defend it to anyone who asks.

What we ground on DO

  • Primary epidemiology SEER, GLOBOCAN, national registries — refreshed quarterly, cited by row.
  • Licensed real-world data Flatiron, Healthverity, Symphony, IQVIA — vendor of record disclosed per derivation.
  • Customer-owned datasets Your contracts, your analogs, your historical models — used only inside your tenant.
  • Frontier LLMs for structuring, not for facts Models extract, normalize, and structure. They do not invent figures. Every output is grounded.

What we don't do DON'T

  • Train on your data Customer data is never used to train shared models. Contractual and architectural.
  • Output un-cited figures If an agent cannot produce a source row, it returns an open question, not a number.
  • Hide assumptions in a black box Every assumption is named, editable, and reviewable by the user who owns the scenario.
  • Replace your forecasting team The agents do the sourcing and structuring. The judgment — and the sign-off — stays with your people.
  • Build orchestrators we don't excel at Bring your MMM (Nielsen, Analytics Partners), brand-sentiment platform, and launch-readiness tracker. OBI-HUI integrates with them at the workflow layer — we don't replace them.
Tenant architecture

Medical Affairs runs behind a firewall. By design.

Two products. Two buyers. One platform — sold separately.

Promotional and non-promotional work cannot share data, agents, prompts, or audit trails. The separation is contractual, technical, and visible in the product — not a policy memo. Commercial is sold to the CCO via the Commercial Leader. Medical Affairs is sold to the CMO via the Medical Affairs Leader. Shared platform infrastructure; isolated tenant runtime.

Commercial tenant

For forecasting, RWD, qual research, and commercial insights

Components
Forecasting, Whitespace, Qual Research, Modular RWD, Quant Research, Segmentation, Conjoint Analysis, Share Predictor
Data sources
IQVIA · Flatiron · Symphony · Healthverity · SEER / GLOBOCAN · IDIs / Focus Groups · ATU Trackers · DCE / TPP / Conjoint · Brand Trackers · Patient Chart Audits · congress data
Agents
Uptake Driver Analyzer · Demand Share Modeler · Twin Simulator · RWD Cohort Builder · Qual Insight Synthesizer · Whitespace Sizer · Competitive Landscape Monitor · Message Recall Analyzer
Outputs
Franchise Performance · Long-Range Plan (LRP) Dashboard · Customer & Market Insights Hub · Compliance & Audit Console
Sign-in
SSO via your commercial domain — provisioned by commercial admin
Firewall
No automatic
data crossover
Medical Affairs tenant

For evidence, KOL strategy, and medical communications

Components
Medical Repository, AdBoard Simulator, Document Generator
Data sources
PubMed · ClinicalTrials.gov · EudraCT · conference proceedings (ASCO, ESMO) · bioRxiv · Payer Research · internal medical literature
Agents
Evidence Synthesizer · Citation Verifier · AdBoard Orchestrator · Document Drafter
Outputs
Evidence & Publications · KOL & Engagement Tracker · Compliance & Audit Console
Sign-in
SSO via your medical domain — provisioned by medical admin only
Separate cloud tenants Different VPCs, different encryption keys, different audit logs. No shared storage.
No shared embeddings or prompts Agent context is scoped per tenant. A commercial run cannot leak into a medical scenario.
Personnel access by SSO domain Commercial users cannot authenticate into the medical tenant. Joint roles require two sign-ins.
Aligned to industry codes PhRMA Code, EFPIA Code, 21 CFR Part 11 audit. Annual attestation available to your compliance lead.
Governance & trust

What your security and compliance teams will ask.

A short, honest answer to each. Full security pack and architecture diagram available on request.

Security & compliance

  • SOC 2 Type II audit in progress
  • HIPAA-aligned technical controls
  • 21 CFR Part 11 alignment for audit trail
  • EU and US data residency options
  • Pen-tested annually by a CREST-accredited firm

Data & IP

  • Per-customer tenant; no co-mingling
  • Customer data never trains shared models
  • Customer owns all outputs, exports, and IP
  • Zero-retention LLM configuration by default
  • Bring-your-own-key encryption for sensitive cohorts

AI governance

  • Every agent has a published model card
  • No agent output enters the model without human review
  • Citations required on every generated figure
  • Confidence and uncertainty surfaced — never just point estimates
  • Aligned with EU AI Act high-risk system controls

Request a 30-minute walkthrough.

Bring a real franchise question — we'll model it live and leave you the scenario. Tell us a bit about your team and we'll be in touch within one business day.

  • Live modeling. We run your scenario on the platform — no slideware.
  • Two tenants, one demo. See the Commercial and Medical Affairs sides side by side, or focus on the one you own.
  • You keep the artifact. Scenario file, audit trail, and methodology brief sent after the call.
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