Cercis
v2.0.0 — AI Extraction & Editor Overhaul
Living document — updated as new versions ship
Version 2 is a major platform overhaul that introduces AI-powered protocol extraction, a full-featured word processing editor, a significantly expanded data model, and new workflows for review, approval, and downstream system integration.
Cercis is the second major release of Concordare, focused on bringing the CTPM to life as a working tool for clinical operations. Where Olea proved that protocols could be structured into a Clinical Trial Protocol Model, Cercis turns that model into the single source from which every study artifact is generated.
This page is a living document. Every minor release and patch in the Cercis cycle gets folded in here as it ships.
The opening release of the Cercis cycle. Apta, the new word-processor editor, the expanded CTPM data model, structured Review and Approval, and the beta launch of Concordare Connect. Together they close the loop from protocol to every downstream system without manual re-entry.
AI-Powered Protocol Extraction (Apta)
Upload a protocol PDF and the platform extracts a complete CTPM in a single holistic pass. Apta stitches together references across sections, so the resulting model is consistent without manual reconciliation. For example, a procedure named in the SOA that is described in detail in a later appendix will be automatically connected and reconciled.
New Document Editor
A full word-processor with tracked changes, comments, and native formatting. Smart Tags and repeating blocks render as highlighted content controls inside the document. They edit like normal text but stay bound to the underlying CTPM data.
Concordare Connect: REDCap & OnCore
The beta integration layer pushes structured CTPM data directly into downstream clinical trial systems. v2.0 launched with REDCap (EDC instrument builds) and OnCore CTMS (protocol structure and calendars). Veeva Vault joined in v2.1.
v2.1 delivers a complete rebuild of the Repeating Block system, plus the Veeva Vault Connect beta, document Version History, and several smaller improvements.
Redesigned Repeating Block Builder
Three-panel workflow: field palette on the left, block assembly in the center, live preview on the right. The preview updates instantly against real protocol data as you edit, so you see exactly what the generated document will look like.
- Multi-Section Blocks
A single repeating block can now combine multiple service types and different data categories into one cohesive output. Sections can be freely reordered.
- Subsection Layout Control
Each section within a block has independent column configuration, header visibility, and row grouping options.
- Sub-Filtering
Filter rows within a repeating block by category, visit type, or custom criteria without affecting other sections.
- Multiple Output Formats
Tables, bulleted lists, numbered lists, and concatenated text: switch from the preview pane with quick-pick delimiters.
- Field Concatenation
Combine multiple CTPM fields into a single column with configurable separators and an optional suffix.
- Custom Columns
Per-service or per-parameter free-text, checkboxes, date blanks, initials lines, and N/A options for site-specific annotations.
- Table Styling
Configurable colors for headers, title rows, and data cells. Text contrast adjusts automatically to the chosen background.
- Block Library
Name, save, and reuse blocks across templates. Saved blocks auto-populate when applied to a new study's CTPM.
- Expanded Data Model
Parameter-level fields across all service types, including supplemental details and eCRF question/response pairs.
Veeva Vault added to Concordare Connect
No more trailing empty row in custom loop tables
Custom repeating blocks no longer add a stray empty row at the bottom of generated tables. Tables end cleanly on the last row of real data.