Utb-To-Atb Reconciliation Agentic Workflow Automation
Description
Coordinate multistep tasks for UTB-to-ATB reconciliation: gather data, build an evidence package, draft analysis, route for review, and record decisions with audit logs. 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
agentic AI + workflow orchestration
Automation level / stage
supervised workflow automation
Expected benefit
End-to-end productivity gain while preserving human signoff and auditability.
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. Agent must operate in read-only or draft mode during MVP; all postings/payments/responses require named human approval.
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
cycle time reduction; workflow completion rate; human override rate; audit log completeness
MVP scope
Start with one Component/reporting entity and one subprocess (UTB-to-ATB reconciliation) for two close/audit cycles; read-only outputs first.
Related material weakness / control objective
Universe of Transactions completeness and reconciliation