Policy Management System

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  1. Policy Management System
  2. Work with Proto
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Put an AI agent to work in Policy Management System

Ask Proto to prepare policy and assessment work for a human decision.

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 5 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

  • Control Owner: Prepare an assessment scope, identify active controls and collect the linked evidence for review.
  • Assigned Tester: Bring together the test's sample, exceptions and evidence reference before a result is recorded.
  • Reviewer: Summarize the submitted revision, decisions, findings and attachments so the reviewer can make a dated decision.
  • Auditor: Trace a policy version from its assessment and decision to acknowledgment and operation receipt.

What stays with a person

  • The Independent Assurance Reviewer decides whether to approve or return a revision.
  • The organization sets its policy audience and completion rules.
  • Proto can prepare and compare records, but a person must confirm evidence, approve a revision and decide whether an exception is resolved.

The Independent Assurance Reviewer decides whether to approve or return a revision. The organization sets its policy audience and completion rules. Proto can prepare and compare records, but a person must confirm evidence, approve a revision and decide whether an exception is resolved.

Set up Policy Management System 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