Use connected records and approved instructions to support investigation, comparison, reconciliation, and drafting—with review at the decisions that matter.
Give an agent a defined task and the records it is permitted to use, including related emails and files from connected sources. Shared entity identities help assemble the context; source provenance and status distinguish correspondence from approved instructions. Compatible MCP clients use the same permission boundaries.
Use AI to highlight differences between requirements, records, and supporting documents. Keep uncertainty and missing evidence visible so the reviewer can assess the suggestion.
Let AI help assemble an investigation narrative or propose a model change. The output should show its sources and assumptions before it is considered for approval.
Define permitted actions and required human gates. Retrieval and drafting are different authorities from releasing material, approving a result, or activating a new configuration.
Separate recorded facts from calculations, associations, and AI inferences. A proposed explanation keeps its cited source revisions and unresolved questions visible to the reviewer.
A useful draft identifies its evidence, names the gaps, and leaves a clear decision for the reviewer.
Useful automation has a clear boundary: the proposal can assemble and explain the evidence, while the authorized person determines what the organization accepts.
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