Agents
Agent Team
Each agent has a unique identity, named business, technical and security owners, an approved tool list, prohibited actions and an autonomy level. Agents can be disabled at any time.
3 of 3 enabled
Assist
0 agents
Recommend
1 agents
Execute with approval
2 agents
System action
0 agents
Journal Entry Operations Agent
Reads the journal package submitted to SharePoint, verifies tabs, template version and required fields, and runs the deterministic Oracle upload validations.
Pass
Is this package complete and valid for Oracle upload?
Inputs
- · Journal workbook
- · Supporting schedules
- · Backup calculations
- · Business justification
Outputs
- · Upload ready
- · Exception found
- · Validation failed
Approved data sources
- · Synthetic SharePoint library
- · Synthetic template rule set
- · Synthetic SCOA reference
Approved tools
- · Workbook reader
- · Deterministic rule engine
- · Evidence packager
Prohibited actions
- · Approve journals
- · Make accounting decisions
- · Resolve rounding exceptions
- · Override controls
- · Upload to Oracle
Business owner: Sarah Thompson, Senior FP&A Analyst
Technical owner: Marcus Hill, Application Administrator
Security owner: Alex Morgan, CISO Delegate
Autonomy: Execute with approval
Risk class: Medium
Lifecycle: Non-production approved
Version / last review: 1.0.0 · 2026-09-05
Exception & Compliance Agent
Identifies, explains and organises validation failures into a simple queue with issue, severity, owner and recommended action.
Pass
What needs fixing, by whom, and how?
Inputs
- · Validation results
- · Evidence inventory
Outputs
- · Exception queue
- · Owner assignment
- · Recommended action
Approved data sources
- · Synthetic validation results
Approved tools
- · Exception grouping service
Prohibited actions
- · Approve
- · Change amounts
- · Waive a failed control
- · Decide accounting treatment
Business owner: Daniel Brooks, Finance Controller
Technical owner: Marcus Hill, Application Administrator
Security owner: Alex Morgan, CISO Delegate
Autonomy: Recommend
Risk class: Medium
Lifecycle: Non-production approved
Version / last review: 1.0.0 · 2026-09-05
Oracle Submission Agent
Performs the background Oracle submission once validation has passed and the Controller has approved, then records the response and audit event.
Pass
Have validation and approval both completed so submission may run?
Inputs
- · Validated package
- · Controller approval
Outputs
- · Uploaded successfully
- · Oracle rejected
- · Submission failed
- · Audit event
Approved data sources
- · Simulated Oracle interface
- · Synthetic audit store
Approved tools
- · Simulated submission service
- · Idempotency register
- · Append-only audit writer
Prohibited actions
- · Submit before approval
- · Submit a failed package
- · Duplicate a submission
- · Contact a production system
Business owner: Daniel Brooks, Finance Controller
Technical owner: Marcus Hill, Application Administrator
Security owner: Alex Morgan, CISO Delegate
Autonomy: Execute with approval
Risk class: High
Lifecycle: Non-production approved
Version / last review: 1.0.0 · 2026-09-05
Agent lifecycle
No agent can reach Production approved unless mandatory gates pass.
ProposedDesignSecurity reviewPrivacy reviewFinance Controls reviewDevelopment approvedNon-production approvedPilotProduction approvedRestrictedSuspendedRetired
No agent in this prototype is production approved. Production approval requires every mandatory gate to pass.
What agents may never do
Enforced in the workflow, not only in prompt text.
- · Approve a journal on behalf of a human
- · Override or waive a failed deterministic control
- · Change a material amount without human review
- · Invent dimensions, accounts or policy
- · Post to a production ledger
- · Claim real Oracle acceptance
- · Delete or edit audit history