Customer Order Acceptance Policy-Aware Copilot
Description
Answer policy, FMR, FIAR, and local SOP questions for customer order acceptance using approved sources; provide citations and draft compliant next steps. The MVP would connect DLA EBS, Navy ERP, DEAMS, DWCF systems, customer orders, billing and cost data and produce read-only recommendations for DLA, DON, DAF, DFAS, OUSD(C).
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
WCF statements, revenue, expenses, inventory, FBWT, accounts receivable
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
DLA EBS, Navy ERP, DEAMS, DWCF systems, customer orders, billing and cost data; 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 (customer order acceptance) for two close/audit cycles; read-only outputs first.
Related material weakness / control objective
WCF audit opinions, cost visibility, revenue recognition and reimbursables