GRC for Banking and Financial Services

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  1. GRC for Banking and Financial Services
  2. Use Proto with this system
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Put an AI agent to work in GRC for Banking and Financial Services

Prepare assessment work and evidence questions for human review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Assessment Owner: List pending control tests for an assessment and identify the missing result or evidence reference.
  • Remediation Owner: Summarize submitted corrective actions by due date and linked finding.
  • Independent Reviewer: Compare the assessment revision, failed tests, open findings and submitted actions before a decision.

What stays with a person

  • A person remains responsible for the assessment scope, exception severity, retest result and review decision.
  • Proto can organize records and prepare questions, but a separate reviewer examines the evidence and records the decision.
  • Respect attachment visibility and the user's organization scope.
  • An assistant summary is not a substitute for the original test, evidence or reason.

A person remains responsible for the assessment scope, exception severity, retest result and review decision. Proto can organize records and prepare questions, but a separate reviewer examines the evidence and records the decision. Respect attachment visibility and the user's organization scope. An assistant summary is not a substitute for the original test, evidence or reason.

Set up GRC for Banking and Financial Services your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started