Trading Partner Code Completion Agentic Workflow Automation
Description
Coordinate multistep tasks for trading partner code completion: gather data, build an evidence package, draft analysis, route for review, and record decisions with audit logs. The MVP would connect Advana, data catalog, ERPs, feeder systems, data dictionaries, lineage tools and produce read-only recommendations for CDAO, OUSD(C), Component Chief Data Officers, system owners.
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
Audit traceability and all statements dependent on source data quality
Controls / human review
Human review for exceptions and recommendations; maintain evidence packages, lineage, source citations, model cards, data-quality checks, and periodic QA sampling. Agent must operate in read-only or draft mode during MVP; all postings/payments/responses require named human approval.
Data needed
Advana, data catalog, ERPs, feeder systems, data dictionaries, lineage tools; 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 (trading partner code completion) for two close/audit cycles; read-only outputs first.
Related material weakness / control objective
Universe of Transactions, data quality and system modernization