1
of 5— Extract the Finding (Remove Confidential Details)
What you'll accomplish
You'll use Claude to systematically draft examination responses — for Matters Requiring Attention (MRAs), Violations of Law, and examiner recommendations — that are well-structured, professionally worded, and ready for management review. This cuts drafting time from 4–8 hours to 45–60 minutes per response while improving consistency and quality.
What you'll need
- Claude account at {{tool:Claude.url}} (free tier works; Claude Pro recommended for longer responses)
- The examiner's finding text (from the examination report — remove any confidential details beyond what's necessary for context)
- Your planned corrective actions (list form is fine)
- Management approval of the corrective actions before drafting begins
- Time needed: 30 minutes first time; 30–45 minutes per response after that
How-To Guide: Drafting Examination Responses with Claude
Step 1: Extract the Finding (Remove Confidential Details)
From your examination report, extract the examiner's finding. Before pasting into Claude:
- Remove specific customer names, account numbers, or transaction details
- Remove any information marked confidential by the examining agency
- Keep the finding description, the cited regulatory reference, and the examiner's concern
Tools:Claude