Regulatory reporting with lineage you can defend.
Draft reporting tables and narrative sections from governed data sources — controllers verify lineage and approve before submission.
Reference: Illustrative reference pattern — not yet deployed with a named customer.
Cite-required
Draft mode
Approval-gated
Submission
Full
Lineage
The challenge
Reporting cycles compress analyst time. Manual copy-paste from spreadsheets to narratives introduces errors and breaks lineage required for audit.
How it works
Agents query approved data marts with row-level policies, draft report sections with source citations, and queue controller approval before export to submission formats.
Outcomes
- Cited drafts from governed data sources only
- Controller sign-off before submission
- Lineage preserved in evidence pack
Capabilities
Governed data access
Queries scoped to approved marts and classifications.
Narrative drafting
Sections generated with table and field citations.
Submission export
Blocked until controller approval recorded.
Workflow
- 1
Query
Agent pulls from governed reporting marts.
- 2
Draft
Generate tables and narratives with citations.
- 3
Submit
Controller approves and exports submission package.
Platform stack
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