Gl-To-Utb Reconciliation Policy-Aware Copilot
Description
Answer policy, FMR, FIAR, and local SOP questions for GL-to-UTB reconciliation using approved sources; provide citations and draft compliant next steps. The MVP would connect Advana UoT, feeder systems, disbursing systems, entitlement systems, GL systems and produce read-only recommendations for OUSD(C), DFAS, Reporting Entities.
AI / analytics pattern
LLM + retrieval-augmented generation
Automation level / stage
human-facing assistant
Expected benefit
Improved policy consistency, shorter research time, better training and compliance support.
Audit / financial statement impact
Completeness/existence of transactions supporting all financial statement lines
Controls / human review
Human review for unusual/high-dollar items; policy citations; audit logs; role-based access; periodic accuracy testing. RAG answers must cite approved sources; no free-form legal/financial determinations without policy owner review.
Data needed
Advana UoT, feeder systems, disbursing systems, entitlement systems, GL systems; master/reference data; audit logs; policy/control requirements; prior exceptions; relevant document evidence.
Possible metrics
citation accuracy; first-contact resolution; user satisfaction; policy answer QA pass rate
MVP scope
Start with one Component/reporting entity and one subprocess (GL-to-UTB reconciliation) for two close/audit cycles; read-only outputs first.
Related material weakness / control objective
Universe of Transactions completeness and reconciliation