Decision Store

The Decision Store in Protege AI acts as a centralized, dynamic repository for all marketing language, claims, and trademarks previously used or reviewed. It provides legal and compliance teams with a consistent and efficient way to track, manage, and reuse approved content while identifying potential risks.

When Protege scans public pages or reviews documents, it can automatically add observed claims and trademarks to the Decision Store—even if those items weren’t explicitly approved. By default, these entries are marked as “In-Use”, indicating they are active within your content environment.

Approval Categories:

Protege allows teams to customize how content is classified and approved. Categories include:

• Proprietary: Trademarks and brands that belong to your company. During onboarding, the Customer Success team will tag a set of proprietary marks. These skip permission checks in reviews and are automatically resolved in scans.

• Standing Approvals: Claims or trademarks with full approval and no restrictions. These are shown only once per document, on the first instance of use.

• Limited Approvals: These approvals include specific restrictions, such as requiring customer consent before use. They can also be set to expire—for example, after an event or partnership ends. Expiration dates can be configured during approval (via the Protege Extension) or later in the Dashboard.

Claims Management:

In the Claims section of the Decision Store, users can:

• View claims grouped by semantic similarity:

  • High Match – Closely aligns with a previously reviewed claim.

  • Medium Match – Moderate similarity.

  • Low Match – Minimal similarity; shown primarily for awareness.

Each claim is tracked independently. For instance, if the statement “Apples have 3 times the sugar of oranges” appears in three documents, but only one version has a standing approval, then:

• That instance is marked as Approved

• The other two are shown as In-Use

Claim Disclosure Requirements

You can also associate required disclosures with any approved claim. Once a disclosure is linked:

• Protege will automatically verify that the necessary disclosure appears any time the claim is reused in a scanned page or reviewed document.

• If the disclosure is missing or altered, the system will flag it for compliance review.

Trademarks Management:

The Trademarks section provides a consolidated view of all trademark appearances—whether found on scanned public pages or in reviewed documents. This enables teams to monitor brand usage, spot inconsistencies, and ensure compliance across all marketing channels.

Initial Set Up of the Decision Store

To get started with the Decision Store:

1. Identify public-facing pages that have gone through legal review.

2. Follow the process to Create a New Job in the Content Scanner. Ensure “Save Feedback in Decision Store” is turned on. This will ensure all identified claims, policy feedbacks, and trademarks are logged from the start.

On Going Maintenance of the Decision Store

Reviewers can provide explicit approvals by marketing Claims, policy feedback, and trademarks with one of the specific Approval Categories.

In addition, you can continuously keep your Decision Store updated with "In-Use" statuses:

1. Go to the Marketing Tasks section in the Protege sidebar.

2. Click Settings.

3. Locate your primary Approval Board.

4. Enable the setting: “Save in Decision Store Feedbacks from Completed Document Reviews.”

This will automatically capture and store approved language, claims, and trademark feedback from every reviewed marketing document—keeping your compliance records current and centralized.