Obligations Management

Automate every obligation from request to assessment.

Manage every form, document, payment, wishlist, and organiser-defined task end to end. EventGen requests the work, sends Campaign-backed reminders, tracks it through submission, and can assess uploaded documents against your policy.

One flexible workflow

An obligation is anything someone needs to complete

Event work rarely arrives in one format. A speaker needs to complete a form. An exhibitor needs to upload insurance and pay for power. A hosted buyer needs to create a wishlist. Obligations bring all of that work into one system instead of leaving organisers to reconcile inboxes, spreadsheets, payment records, and campaign lists.

Forms

Collect speaker details, stand requirements, travel information, or any other structured response.

Documents

Request insurance certificates, risk assessments, agreements, stand drawings, or other files.

Payments & orders

Track a fee, balance, stand service, product order, or another transaction through to completion.

Wishlists

Make completing networking preferences part of the managed event workflow instead of a separate chase.

Acceptances

Ask people to read and accept terms, manuals, policies, briefings, or other required information.

Your own tasks

Define the obligation your event needs, choose the appropriate enforcement, and manage it alongside everything else.

What EventGen takes off your plate

The value is not another checklist. It is the work EventGen removes.

Obligations connect the action, the people, and the communications. For uploaded documents, they also connect the review policy. Your team sets the rules and level of automation. EventGen runs the repeatable work around them.

Campaign communications that stay aligned

Link published Campaign templates to the initial announcement and reminder roles. After you preview and activate them, EventGen manages the schedule and resolves the live audience again at delivery.

  • People who have fulfilled the obligation or are awaiting organiser review drop out
  • Newly eligible people can enter without rebuilding a reminder list
  • Schedules can stop once fulfilled, and can be paused, resumed, or sent a one-off catch-up

AI document review at your chosen level

For uploaded-document obligations, define the evidence rules and confidence thresholds once, then decide how far the AI is allowed to go.

  • Use assessment-only when your team wants the recommendation but keeps the decision
  • Enable auto-approve, auto-reject, or both for safe, high-confidence outcomes
  • Uncertain or unsafe evidence always falls back to a human reviewer

Set it up once

The right request, the right people, the right follow-up

01

Define the obligation

Choose what needs to be done, when it is due, and the level of enforcement that fits the task.

02

Choose the audience

Target the registrants, exhibitors, speakers, sponsors, suppliers, or other group that needs to act.

03

Connect communications

Choose published Campaign templates for the initial announcement and reminder roles, then preview and activate them.

04

Track and assess

Monitor progress in one place and, for uploaded documents, choose how much of the review AI should automate.

Build the request

Start with the action EventGen needs to manage

New obligation action selector

AI-assisted assessment

Let AI handle the clear-cut document reviews

For an uploaded-document obligation, define the rules and confidence thresholds that matter to your event. Choose assessment-only, automatic approval, automatic rejection, or both. EventGen applies the safe, high-confidence results and leaves uncertain, incomplete, stale, or suspicious cases with a human reviewer.

  • Define rules and confidence thresholds for each uploaded-document requirement
  • Choose assessment-only, auto-approve, auto-reject, or both
  • Require explicit confirmation before an automatic policy is activated
  • Keep uncertain, incomplete, stale, or suspicious evidence in human review

EventGen AI

Your criteria drive the decision

Obligation

Submit public liability insurance certificate

Organiser-defined criteria

Named exhibitor, valid event dates, and required level of cover

AI-assisted result

Accepted. The submitted evidence meets the configured criteria

Obligations Management FAQ

What is an event obligation?

An obligation is anything an attendee, exhibitor, speaker, sponsor, supplier, or another participant needs to complete for your event. It can be a form, document submission, payment, order, wishlist, acceptance, or another organiser-defined task.

Can different obligations have different enforcement levels?

Yes. The organiser chooses the enforcement level for each obligation, so a useful request does not have to be treated in the same way as a critical requirement.

How do obligation reminders work?

The organiser links published Campaign templates to the initial announcement and reminder roles, previews the live audience, and explicitly activates the communication. EventGen then rechecks eligibility at delivery, so fulfilled and awaiting-review people drop out, newly eligible people can enter, and configured schedules can stop once the obligation is fulfilled.

Does EventGen assess submitted documents?

Yes. For uploaded-document obligations, organisers define rules and confidence thresholds, then choose assessment-only, automatic approval, automatic rejection, or both. Uncertain, incomplete, stale, or suspicious evidence remains with a human reviewer.

Can I monitor completion across the audience?

Yes. Organisers can monitor progress and see which people are outstanding, which obligations have been submitted, and which have been accepted or rejected.

Is Obligations Management only for exhibitors?

No. The Exhibitor Zone is one important use case, but obligations can be assigned to the appropriate audience across the event, including attendees, speakers, sponsors, suppliers, and hosted buyers.

Which EventGen features use obligations?

Document requirements link to obligations, and the Exhibitor Manual uses obligations for actionable checklist items, completion, and reminders. Forms, payments, networking wishlists, gala guest nominations, and content acknowledgements can also be managed as obligations. For Martyn's Law readiness, participant-facing document or form evidence can use the same obligation workflow, while the specialist compliance case, workforce, briefings, and evidence pack remain separate.

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