Capabilities in practice
Capability 01
Accountable registers
Track owners, status, priority, deadlines and evidence references for risks, audits, controls, compliance obligations and remediation. Revenue-assurance fields support the configured deployment.
Keep the source evidence and responsible officer together. Review overdue items and record the outcome before producing the final report.
- Risk exposure uses recorded likelihood and impact.
- Remediation actions retain owners and due dates.
- Amounts under review are not independently verified collections.
Capability 02
Workspace privacy
Owners share each workspace with the appropriate Viewer or Editor access. Staff administration does not bypass this business-record boundary.
Workspace selection survives restarts. Server-side checks prevent stale tabs from exporting another workspace accidentally.
- Grant ownership or explicit membership.
- Review access when responsibilities change.
- Revoke membership when the engagement ends.
Capability 03
Document analysis
The studio extracts supported spreadsheets, text, Office files, PDFs and common images. Image OCR uses local Tesseract resources.
Review extraction quality and the documented size limits before interpreting text or statistics. A poor scan can change the apparent evidence.
- Use supported formats and bounded samples.
- Check extracted text against the original document.
- Treat sample statistics as sample statistics.
Capability 04
Reviewed data queries
Permitted staff can browse a bounded source schema and prepare a question using the configured database adapters.
Staff review the proposed query before execution. Read-only source grants remain the essential data boundary, even where query validation is available.
- Review inferred relationships and query intent.
- Keep credentials out of model prompts.
- Test the actual database version and dialect.
Capability 05
Local AI assistance
Configured local Ollama models support query planning and draft observations. The resource manager supports approved model downloads.
The model does not establish a liability, approve enforcement or change source records. Staff retain responsibility for conclusions and source review.
- Choose a model that fits the available host.
- Retain source context for review.
- Confirm local resources before analysis.
Capability 06
Reports and follow-up
Reports show findings, coverage, workload, deadlines and underlying record references. Supported exports include PDF, HTML and CSV.
Charts reflect entered records and schedules. Report readers need the workspace, filters and coverage to interpret the result.
- Filter by workstream, owner and due dates.
- Use protected CSV exports for spreadsheets.
- Review overlapping amounts before summing.
