Protiviti Awarded Second U.S. Patent for AI-Powered Questionnaire Automation and Data Matching System

Rhea-AI Summary

Protiviti (NYSE:RHI) received a second U.S. patent for its AI- and machine learning-based system, “Systems and Methods for Automated Data Set Matching Services.” The solution automates high-volume questionnaire responses for use cases such as vendor risk, cybersecurity, regulatory reporting, ESG, and client due diligence.

The platform classifies questions, matches them to a centralized answer library, and supports human-in-the-loop review to enhance efficiency, consistency, accuracy, and compliance across organizations.

AI-generated analysis. Not financial advice.

Positive

• Second U.S. patent strengthens Protiviti’s AI intellectual property portfolio
• AI system automates high-volume questionnaire responses across multiple risk and compliance use cases
• Centralized answer library and matching can improve accuracy, consistency, and turnaround time
• Human-in-the-loop workflows support compliance and controlled adoption of AI

Negative

• None.

Key Figures

Second U.S. patent: 2nd U.S. patent Patent program launch: 2022

2 metrics

Second U.S. patent 2nd U.S. patent AI-powered questionnaire automation and data matching system

Patent program launch 2022 Protiviti Global Patent Program launched in 2022

Market Reality Check

Price: $31.60 Vol: Volume 2,152,384 is 1.09x...

normal vol

$31.60 Last Close

Volume Volume 2,152,384 is 1.09x the 20-day average of 1,974,833, indicating mildly elevated trading activity. normal

Technical Shares at $29.56 are trading above the 200-day MA of $28.62 but remain 35.27% below the 52-week high and 35.41% above the 52-week low.

Peers on Argus

RHI is down 1.5% while key peers like TNET (-4.58%), NSP (-4.65%), MAN (-1.94%) ...

RHI is down 1.5% while key peers like TNET (-4.58%), NSP (-4.65%), MAN (-1.94%) and KFY (-1.5%) also declined, suggesting broader weakness in staffing and employment services. However, no peers appeared in the momentum scanner and HSII was flat, so this move is classified as stock-specific rather than a coordinated sector rotation.

Previous AI Reports

5 past events · Latest: May 07 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
May 07	AI governance survey	Positive	+4.7%	Protiviti survey highlighted oversight gaps and need for scalable AI governance.
Apr 16	AI skills survey	Positive	-4.3%	Robert Half survey on early-career success factors beyond AI capabilities.
Mar 18	Board AI survey	Positive	+0.3%	Global survey on board-level AI discussions and correlation with AI ROI.
Mar 10	HR AI workload survey	Positive	-3.9%	Survey on AI-generated job applications slowing hiring and raising workloads.
Jan 22	Microsoft AI badge	Positive	+2.0%	Protiviti earned Microsoft Frontier Partner badge for AI-first solutions.

Pattern Detected

AI-themed Protiviti/Robert Half news has produced mixed reactions, with three positive and two negative moves, indicating investors do not consistently reward AI announcements.

Recent Company History

Over the past several months, Robert Half and Protiviti have repeatedly highlighted AI-related initiatives. Events such as the Microsoft Frontier Partner badge on Jan 22, 2026 and multiple AI-focused surveys on hiring and governance have generated share moves ranging from about -4% to +4%. Today’s AI patent builds on this trajectory of positioning Protiviti as an AI-first consulting partner, complementing prior recognitions and research rather than marking a standalone shift.

Historical Comparison

-0.3% avg move · In the past six months, RHI has released five AI-tagged updates with an average move of -0.25%. Thes...

AI

-0.3%

Average Historical Move AI

In the past six months, RHI has released five AI-tagged updates with an average move of -0.25%. These ranged from surveys to partner recognitions, suggesting today’s AI patent news fits an ongoing, modest-impact AI narrative.

AI-related news has progressed from surveys and partner recognition toward concrete offerings, with today’s patent further formalizing Protiviti’s AI solution portfolio.

Market Pulse Summary

This announcement highlights Protiviti’s continued investment in AI, adding a second U.S. patent for...

Analysis

This announcement highlights Protiviti’s continued investment in AI, adding a second U.S. patent for a questionnaire automation and data-matching system and building on its Global Patent Program launched in 2022. In recent months, AI-tagged news has ranged from governance surveys to partner recognitions with mixed share reactions. Investors may watch for concrete adoption metrics, revenue contributions, and additional IP milestones to gauge how meaningfully these AI capabilities translate into business performance.

Key Terms

artificial intelligence, machine learning, third-party risk assessments, regulatory requests, +4 more

8 terms

artificial intelligence technical

"New artificial intelligence solution improves questionnaire response efficiency, consistency, and compliance"

Artificial intelligence is the ability of computers and machines to perform tasks that typically require human thinking, such as understanding language, recognizing patterns, or making decisions. For investors, it matters because AI can enhance efficiency, uncover new insights, and enable smarter strategies, potentially impacting the value and performance of companies that develop or utilize this technology.

machine learning technical

"The patented technology leverages artificial intelligence (AI) and machine learning to help organizations automate"

Machine learning is a set of computer programs that learn patterns from large amounts of data and improve their predictions or decisions over time, like a recipe that gets better each time it’s adjusted based on taste tests. For investors it matters because these systems can speed up analysis, spot trends or risks humans might miss, automate routine work, and potentially create competitive advantages or cost savings that affect a company’s performance.

third-party risk assessments technical

"high-volume questionnaire response processes, including third-party risk assessments, security questionnaires"

Evaluation of risks that come from outside companies or service providers a business relies on, such as suppliers, cloud hosts, contractors or partners. Like a home inspection before buying, these assessments check for financial, operational, legal and cybersecurity problems that could interrupt operations, create costs, or damage reputation. Investors care because troubles with a vendor can lead to unexpected losses, regulatory fines or drops in revenue that affect a company’s value.

regulatory requests regulatory

"third-party risk assessments, security questionnaires, regulatory requests, and client due diligence."

Regulatory requests are formal questions, document demands, inspections, or required changes issued by government agencies that oversee a company’s products, operations or financial disclosures. For investors they matter because such requests can delay approvals, add unexpected costs, or reveal compliance problems—much like a traffic stop that can slow a trip and lead to repairs, they can change timing, value and risk expectations for a business.

client due diligence financial

"security questionnaires, regulatory requests, and client due diligence."

Client due diligence is the process financial firms use to confirm who a customer is, understand the nature of their activities, and assess the risk they might pose for illegal activity or financial problems. It’s like vetting a new neighbor or tenant: checking ID, background, and behavior to decide how much trust and monitoring is needed. For investors, strong diligence lowers legal and reputational risk, helps avoid fines, and supports more reliable business valuations.

vendor and supplier risk management technical

"the AI-powered system can be applied broadly across:Vendor and supplier risk management"

Vendor and supplier risk management is the ongoing process of identifying, assessing and controlling the risks that come from third-party providers of goods and services, such as supply interruptions, quality failures, cyber breaches or regulatory problems. For investors it matters because weak controls can lead to unexpected costs, lost sales, fines or reputational damage—similar to how a homeowner checks and maintains contractors to avoid expensive surprises that affect the value of a house.

esg financial

"Vendor and supplier risk managementRegulatory and compliance reportingESG and sustainability questionnaires"

ESG stands for Environmental, Social, and Governance, which are key factors investors consider when evaluating how sustainable and responsible a company is. It involves assessing how a company manages its impact on the environment, treats its employees and communities, and operates transparently and ethically. Investors use ESG criteria to identify businesses that align with their values and have the potential for long-term success.

internal audit financial

"Client onboarding and due diligenceInternal audit and controls documentation"

An internal audit is a company-run review that checks its own books, procedures and risk controls to make sure financial statements are accurate, rules are followed, and operations run efficiently. Think of it as a routine health check or home inspection that aims to spot weaknesses or mistakes before they become big problems; for investors, a strong internal audit program increases confidence in reported results and lowers the risk of unexpected losses or regulatory trouble.

AI-generated analysis. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

New artificial intelligence solution improves questionnaire response efficiency, consistency, and compliance through human-in-the-loop oversight

MENLO PARK, Calif., June 4, 2026 /PRNewswire/ -- Global consulting firm Protiviti has been awarded a second U.S. patent by the U.S. Patent and Trademark Office for its innovation, "Systems and Methods for Automated Data Set Matching Services."

The patented technology leverages artificial intelligence (AI) and machine learning to help organizations automate and streamline high-volume questionnaire response processes, including third-party risk assessments, security questionnaires, regulatory requests, and client due diligence.

The system uses machine learning to analyze, categorize and map large datasets of structured questions into relevant domains, then identifies similarities across new and historical questions to surface the most relevant preapproved responses.

Scalable use cases across industries

While initially developed for cybersecurity and third-party risk questionnaires, the AI-powered system can be applied broadly across:

• Vendor and supplier risk management
• Regulatory and compliance reporting
• ESG and sustainability questionnaires
• Client onboarding and due diligence
• Internal audit and controls documentation

Why it matters

Organizations across industries face growing pressure to respond quickly and accurately to large volumes of complex, repetitive questionnaires. Manual processes are time-intensive, inconsistent, and difficult to scale.

Protiviti's patented solution addresses this challenge by enabling teams to:

• Automatically classify and organize questions using AI
• Match new questions to previously approved responses from a centralized answer library
• Reduce duplication and manual effort across teams
• Improve consistency, accuracy, and turnaround time
• Maintain compliance with built-in human review workflows

Executive perspective

"This innovation addresses a common and costly challenge for organizations—responding to hundreds of similar questionnaires from customers, regulators, and partners," said Scott Laliberte, managing director at Protiviti and co-inventor of the patent.

"By applying AI to identify and deliver the most relevant responses quickly—while keeping humans in control—we help organizations increase efficiency, improve response quality, and reduce operational burden without sacrificing accuracy or compliance."

"We weren't trying to reinvent everything; we focused on combining new AI approaches with a better way to reuse existing knowledge," said Kalabe Haile, a Protiviti senior manager who played a key role in designing the patented technology. "That's what really unlocks scale and consistency."

Driving innovation through Protiviti's patent program

This patent reflects the continued momentum of Protiviti's Global Patent Program, launched in 2022 to accelerate innovation and develop practical solutions to real-world client challenges.

The program encourages employees to:

• Identify common business pain points
• Experiment with AI and advanced technologies
• Collaborate across disciplines
• Transform ideas into patentable, client-ready solutions

About Protiviti

Protiviti is a global consulting firm that helps clients transform and protect their businesses and respond to planned and unexpected events. Through a network of more than 90 offices in over 25 countries, Protiviti and its independent and locally owned member firms deliver deep expertise and tailored capabilities across technology, artificial intelligence, data, operations, finance, legal, compliance, HR, marketing, digital, risk, and internal audit—enabling organizations to accelerate innovation, navigate risks and safeguard what matters most.

Named to the Fortune 100 Best Companies to Work For® list since 2015, Protiviti Inc. has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. The firm also works with government agencies and smaller, growing companies, including those looking to go public. Protiviti Inc. is a wholly owned subsidiary of Robert Half (NYSE: RHI)

View original content to download multimedia:https://www.prnewswire.com/news-releases/protiviti-awarded-second-us-patent-for-ai-powered-questionnaire-automation-and-data-matching-system-302790879.html

SOURCE Protiviti

FAQ

What did Protiviti (NYSE:RHI) announce about its new AI patent on June 4, 2026?

Protiviti announced it received a second U.S. patent for an AI-driven data set matching and questionnaire automation system. According to Protiviti, the technology streamlines high-volume responses for risk, compliance, and due diligence questionnaires across multiple industries and use cases.

How does Protiviti’s new AI-powered questionnaire automation system work for RHI-related clients?

The system uses machine learning to categorize structured questions and map them into relevant domains, then match new items to a centralized answer library. According to Protiviti, this reduces duplication, manual effort, and response times while improving consistency and accuracy for clients.

What business problems does Protiviti’s patented AI system aim to solve for RHI customers?

The system is designed to address manual, repetitive, and hard-to-scale questionnaire processes, such as security and third-party risk assessments. According to Protiviti, it helps organizations respond quickly and accurately to complex questionnaires from customers, regulators, and partners, improving efficiency and control.

Which use cases can Protiviti’s AI questionnaire automation patent support across industries?

Protiviti indicates the patented system can be applied to vendor and supplier risk management, regulatory and compliance reporting, ESG and sustainability questionnaires, client onboarding and due diligence, and internal audit documentation. According to Protiviti, these are all high-volume, repetitive questionnaire environments.

How does human-in-the-loop oversight feature in Protiviti’s new AI patent for RHI stakeholders?

Protiviti’s solution includes built-in human review workflows to maintain control and compliance over automated responses. According to Protiviti, AI surfaces the most relevant preapproved answers, while humans validate and approve, supporting both efficiency gains and regulatory or policy requirements.

What is Protiviti’s Global Patent Program and how does it relate to the new AI patent?

Protiviti’s Global Patent Program, launched in 2022, encourages employees to identify business pain points and build patentable, client-ready solutions using AI and advanced technologies. According to Protiviti, the new AI questionnaire automation patent reflects ongoing momentum in this innovation-focused program.