The compliance matrix lists every requirement Propivix extracted from the RFP in one table, so you can check what the solicitation asks for and how your proposal answers it. It is the first tab you see when you open an RFP.
What the compliance matrix is
- Open RFPs in the sidebar and select an RFP.
- The Compliance matrix tab opens by default.
Requirements are grouped under the RFP section reference the analysis found for them, such as a paragraph number. Each group heading shows the reference and how many requirements it holds; select the heading to collapse or expand it. Requirements with no section reference are grouped under a dash (—). Groups follow the order the requirements were extracted in.
The table has six columns:
- Ref: the section reference in the RFP.
- Requirement: the requirement text as extracted.
- Type: "Mandatory (shall)" or "Optional (should)", or "Evaluation factor" or "Form" when the requirement's category names an evaluation criterion, a form, an exhibit or an attachment.
- Section: the proposal section that answers it. This is the section your proposal links to the requirement, or the outline section whose RFP reference or title matches. It reads "unassigned" when neither exists.
- Status: how your proposal covers the requirement. See Statuses.
- Evidence: how many assets from your library the latest go/no-go analysis found supporting the requirement. Select the count to open the Go / No-Go tab. "None" means that analysis found no supporting asset, or that no go/no-go analysis has been run yet.
If the RFP has no requirements yet, the tab says so and asks you to run the AI analysis. Understanding RFP analysis explains how requirements are extracted.
Filter and search
- Type in Search requirements to show only rows whose requirement text, reference or proposal section contains what you typed. Matching ignores upper and lower case.
- Check Mandatory only to hide optional requirements.
The filters change the rows shown, the counts in the footer and the rows the export contains.
Check a requirement against the source
Select any row to open the Source text pane beside the table. Propivix looks for the requirement's exact wording in the text extracted from the uploaded documents, ignoring case, and shows the passage around it with the requirement highlighted.
The line above the passage tells you what happened:
- Verbatim match: the requirement's wording appears in the document text. The passage shows about 500 characters on each side.
- Not located in text: the exact wording does not appear, usually because the analysis paraphrased or combined requirements. The pane then shows the full extracted text so you can scroll for it.
- If no text was saved for the RFP, the pane asks you to open the original document.
A match is a literal text match. It helps you find the passage, but it is not a verified citation and it does not give a page number. Confirm the wording in the solicitation itself before you rely on it.
Below the passage, an Open document button for each uploaded file opens that file in a new browser tab.
Export to CSV
Select Export matrix to download the table as a CSV file named after the RFP. The file has five columns: Ref, Requirement, Type, Section and Status. It contains the rows your current search and Mandatory only filter show, including rows inside collapsed groups. The Evidence column is not exported.
Statuses
Status belongs to a proposal, not to the RFP. The matrix reads it from the requirement responses of the newest proposal on this RFP that is not archived, and never from another proposal on the same RFP.
- Not tracked: this RFP has no proposal yet, so there is nothing to measure. Every row reads "Not tracked" until you create one.
- Met: the proposal's response to the requirement is marked Compliant.
- Partial: the response is marked Partial.
- Gap: anything else. The response is marked Not Compliant, TBD or Needs Input, or the proposal has no response for this requirement yet.
You set a response's status in the proposal editor's requirements panel, using the response's Compliance setting.
The footer counts the met, partial and gap rows currently shown. It also reports how much of the uploaded document text the analysis read, for example "extraction covered 100% of the document text". That figure measures characters of extracted text, not pages. A figure below 100% means the end of the document was never analyzed, so requirements in it can be missing from the matrix; Re-analyzing an RFP explains what to do. "extraction coverage not recorded" means the RFP was analyzed before Propivix started recording this figure.
A yellow notice above the table appears when the document contains more numbered requirement statements than the analysis extracted. Check the numbered lists in the document for items that were merged or skipped.