Trust is not a claim. It is the way Claima is built.

Five categories. Each handled differently.

Every funding record we read falls into one of these categories. The category decides how the record is surfaced — or whether it is surfaced at all.

1. 01

   Live opportunity

   A funder-listed, currently-open application — surfaced as applyable.

2. 02

   Upcoming opportunity

   A scheduled but not-yet-open scheme — surfaced as upcoming with the opening date if known.

3. 03

   Closed opportunity

   An ended scheme — surfaced with its window stamped closed, not as live.

4. 04

   Research intelligence / awarded-project intelligence

   UKRI Gateway to Research and similar — surfaced as research signal only, never as a live application source.

5. 05

   Unverifiable / excluded source

   Sources we cannot trace to a funder — excluded from the catalogue.

Every opportunity traced to its funder source.

Every opportunity Claima surfaces is traced to its official funder source. The catalogue refreshes every 24 hours, and the date of the last refresh is recorded on each record.

Closed schemes and awarded-project records are kept structurally separate from live funding — they live in different parts of the catalogue and are never rendered as applyable. Anything the source taxonomy cannot verify is excluded rather than surfaced as live.

UKRI Gateway to Research is research intelligence — it is never shown as a live application source.

Seven labels. No verdict language.

Every fit signal Claima surfaces carries one of these seven state labels. The vocabulary is deliberately cautious — the funder decides eligibility, not the platform.

1. Appears to match

   based on published criteria, the company appears to meet the threshold

2. Evidence needed

   additional evidence is required to assess the criterion

3. Potential gap

   a known criterion the company may not meet

4. Source stale

   the underlying source has not been refreshed within the freshness window

5. Reviewer action required

   the accountant should review before any client discussion

6. Stack check needed

   interaction with other schemes or tax treatments requires advisor judgement

7. Not assessed

   the criterion has not been evaluated

Every fit signal carries its source and its evidence state.

Every fit signal carries its source, its evidence state, and its uncertainty — the accountant sees the same trail Claima sees.

Synthetic example · no real client identity

Reusable evidence. Accountant-reviewed. Never an auto-submit route.

• Identity and registration

  company number, registered office, SIC code

• Financial evidence

  accounts, turnover band, employee headcount

• R&D activity

  project descriptions, advances claimed, contemporaneous evidence

• Award history

  prior grant decisions and outcomes

• Source-linked attachments

  funder-issued PDFs and confirmations, linked to their source

The vault is for reusable evidence, reviewed by the accountant, and is never a route to automatic submission. Claima organises and links what the accountant has gathered — the accountant decides what supports a claim and what does not.

How Claima uses AI.

AI is a tool inside Claima, not the product. It helps with reading and structuring — it does not decide outcomes.

• AI helps parse, organise, compare, and explain
• AI does not decide eligibility
• AI does not replace accountant judgement
• AI output must be inspectable
• Source-grounding required
• Human review where judgement matters

The accountant remains the human in the loop.

Three roles. Three responsibilities. No overlap.

Funding has three actors and three responsibilities. Claima is one of them — not all three.

Claima does not decide outcomes. The funder decides. The accountant interprets.

Reviewer-gated where judgement matters.

Claima is reviewer-gated where judgement matters. Accountant verification is required before any client discussion, and nothing on this page authorises any direct-to-customer eligibility verdict. The human stays in the loop.

• Fit signals are routed to an accountant reviewer before any client-facing surface uses them.
• Evidence-sufficiency calls sit with the accountant, not the platform.
• The accountant remains accountable for what is shared with the client.

The shape of the commitment is the shape of the product.