Regulatory Reporting

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  1. Regulatory Reporting
  2. Agent Assistance
Reference

Put an AI agent to work in Regulatory Reporting

Use Proto to prepare records and surface decisions for the responsible people.

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

  • Control Owner: Summarize an assessment's period, scope, linked controls and outstanding findings before the reviewer handoff.
  • Control Tester: List pending tests and the sample details needed for each result.
  • Remediation Owner: Show assigned corrective actions, due dates and the findings they address.
  • Independent Assurance Reviewer: Bring together tests, attachments, findings and the current assessment revision for a decision.

What stays with a person

  • A person decides whether evidence supports an approval, whether a retest passes and whether a return is ready.
  • The assistant can assemble the linked records and point out inconsistencies, but the named reviewer records the decision and reason.
  • Ask it to show the source record behind a conclusion, especially when a receipt needs reconciliation.

A person decides whether evidence supports an approval, whether a retest passes and whether a return is ready. The assistant can assemble the linked records and point out inconsistencies, but the named reviewer records the decision and reason. Ask it to show the source record behind a conclusion, especially when a receipt needs reconciliation.

Set up Regulatory Reporting 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