Regulatory Change Management

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  1. Regulatory Change Management
  2. Work with an assistant
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Put an AI agent to work in Regulatory Change Management

Use an assistant to navigate rule, assessment and evidence records.

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: Find submitted rule changes due soon and show their linked assessments and test results.
  • Reviewer: Summarize the assessment evidence and source revision for a pending decision.
  • Auditor: Trace a completed change through the recorded decision, any operation receipt and attached evidence.
  • Administrator: Identify inactive business units or team members when preparing the next review cycle.

What stays with a person

  • A person decides whether a revision should be approved, rejected or returned.
  • The assistant can assemble the case and identify gaps in the recorded trail, but the Independent Assurance Reviewer makes the decision.
  • A person also judges whether a retest result supports closing a finding.
  • Check the underlying record before acting on a summary.

A person decides whether a revision should be approved, rejected or returned. The assistant can assemble the case and identify gaps in the recorded trail, but the Independent Assurance Reviewer makes the decision. A person also judges whether a retest result supports closing a finding. Check the underlying record before acting on a summary.

Set up Regulatory Change Management 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