The problem
Every quarter, teams assemble review packs by hand, write commentary from scratch and catch errors in totals or disclosures at the last minute.
What changes
- Review packs assembled from source figures
- Errors and missing disclosures caught before sending
- Commentary drafted for advisor approval
Full specification
The complete specification for Client Reporting Assistant Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation