Procedure Update Agent

Purpose

The purpose of Procedure Update Agent is to automate the full remediation cycle from parsing a described organizational change to delivering an action-ready procedure update report for Commercial Banking and GenAI-related use cases.

Primary users

The stated primary user is “Both”; specific user categories are not further specified. The provided output indicates that the agent helps operations, compliance, and documentation teams quickly identify outdated references, assess impact, and execute updates with greater speed, consistency, and control.

Where it fits (process/stage/trigger)

Procedure Update Agent fits when an organizational change needs to be assessed against existing procedures, including changes related to team names, mergers, acquisitions, regulations, or system migration.

Key capabilities / workflow

Procedure Update Agent parses the organizational change description, uses the organization SharePoint dataset as its referenced source, identifies outdated references, assesses the impact of the change, and generates a comprehensive procedure update report.

Inputs

Typical inputs include a description of an organizational change, team name information, and change contexts such as mergers, acquisitions, regulations, or system migration. The agent is linked to the organization SharePoint dataset.

Outputs / Deliverables

The output is a comprehensive procedure update report that helps operations, compliance, and documentation teams identify outdated references, assess impact, and execute updates with speed, consistency, and control.

Value

Procedure Update Agent provides value by accelerating procedure remediation, improving consistency in change impact assessment, and supporting better control over updates to operational, compliance, and documentation materials.