- RulesNot answered
The limits, approval levels and policies an agent must follow. Without them an agent guesses.
- Company memoryNot answered
What the company knows: documents, past cases, who is who and why things were decided. Agents work from it, with a source for every fact.
- ChecksNot answered
What is checked on every case before a decision: documents, limits, the counterparty. An agent runs them the same way every time and names the source.
- Decision logNot answered
Who decided, when, on what grounds and from which sources. It is how a person checks an agent, and how an agent earns more rights.
- PermissionsNot answered
Who, and which agent, may read, advise, draft, record or execute. In a pilot agents get only the first three.
First steps
The first steps appear as you answer.
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