Catalog record · Operations & Efficiency
Stage as of Oct 28, 2026 · historical report, not live reconfirmation.
AI-supported trial-site selection with routing, document processing and exception handling
Vendor workflow source. A reviewed supplier account names the customer and workflow. Supplier attribution and deployment claims are not independent outcome validation.
Last researched Oct 29, 2026. Source access and reported stage are recorded below; deployment evidence does not establish ROI.
What the research supports
PSI and Appian report a live site-selection workflow connected to PSI core systems and warehouse. It coordinates distributed teams, processes information/documents and routes exceptions, rather than only ranking sites.
- Reported stage
- Production
- Technology
- Other supported technology
- Business function
- Not assessed
- Impact (legacy label)
- Not labeled
- Catalog date · unconfirmed
- Not reported
- Imported
- Oct 29, 2026
- Last researched
- Oct 29, 2026
Measures & evidence
No quantified measure recorded. This is a gap in the evidence, not a finding of no value.
Documented vendor relationships
No vendor relationship has been linked to this specific workflow in the curated overlay. This does not mean it was built without vendors.
See the company’s documented relationshipsDeployment evidence & limits
Production — vendor/partner release explicitly says live as of 2026-10-28; scale and go-live date not disclosed. Status as of 2026-10-28.
Stage is as reported in the cited evidence. Current operating status has not been independently reconfirmed; the research date is an editorial review date.
The release gives no sample size, comparative cycle-time result, error rate or costs. Broader lifecycle expansion and fewer non-enrolling sites are ambitions, not demonstrated outcomes. Clinical site suitability does not validate credit or counterparty risk. Local eligibility rules, evidence freshness, segregation of duties and adverse-action controls require separate design.
Potential FS application · inferred
Inference: cross-border counterparty onboarding or manager due diligence where evidence collection, screening, assignment and exception resolution must share one case state. Missing capability: connect AI extraction to owned queues and measurable process states.
Inference: cross-border counterparty onboarding or manager due diligence where evidence collection, screening, assignment and exception resolution must share one case state. Missing capability: connect AI extraction to owned queues and measurable process states.
Original industry: Clinical research services. Transfer limits: Clinical site suitability does not validate credit or counterparty risk. Local eligibility rules, evidence freshness, segregation of duties and adverse-action controls require separate design.
Source register
- Appian and PSI CRO Form Strategic Partnership to Advance AI-driven Clinical Trial Operationsinvestors.appian.com · opens in a new tab
Appian investor relations · vendor-case · full-text · Published 2026-10-28
Research lanes: healthcare_legal_transfer · Batch global-discovery-2026-10-29. Coverage and remaining gaps