What changed
RAG over approved policy, chart of accounts, delegation-of-authority and the close calendar now answers staff 'what is allowed?' questions with citations — replacing inbox queries to the controller with grounded, traceable answers.
Try it
Illustrative demoWorked example of "Finance Policy Assistant" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.
Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.
What this run should concentrate on.
Workflow
- 1.Connect the approved policy corpus (policies, CoA, DoA, close calendar).
- 2.Interpret the staff question and retrieve the governing policy.
- 3.Answer with the rule and a citation to the source clause.
- 4.State approval/escalation requirements where relevant.
- 5.Escalate genuinely ambiguous cases to the policy owner.
Prompt / agent recipe
Answer the policy question using only the connected approved policies, chart of accounts and delegation of authority. Quote the governing clause, state who must approve, and if the policies do not cover the case, say so and route to the policy owner. Never invent a policy.
Controls required
- Answers grounded only in the approved, current policy corpus
- Every answer cites the source clause
- Ambiguous cases escalated to the policy owner
- Access-controlled; usage logged