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Legal & complianceDraft and approveTeam

GRC remediation planning

Translate a control finding into cited, system-specific remediation steps for owner approval.

What this workflow does

Translate a control finding into cited, system-specific remediation steps for owner approval. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.

What you gain

Owned remediation ticket with acceptance test

What the AI agent changes

How this worked before

Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.

What the AI agent changes

The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.

Agent trigger

A control test produces a new or reopened finding.

Inputs

  • Process context: control finding, system configuration, policy, and evidence
  • Approved policies, ownership, and exception rules

Agent flow

  1. 1

    Assemble the current source material, template, and policy version.

  2. 2

    Draft only claims that can be linked to allowed evidence.

  3. 3

    Prepare a prioritized remediation plan with validation steps and mark every unresolved exception.

  4. 4

    Publish or write back only the approved version.

Human decisions

After step 3

The accountable process owner approves a prioritized remediation plan with validation steps.

Outcome

  • Owned remediation ticket with acceptance test
  • Evidence, exceptions, and audit trail

Guardrails

  • Never publish, send, or post without the named approval.
  • Keep templates, policies, and source timestamps visible to the reviewer.

Risks and mitigations

Unsupported claims can enter a customer-facing or regulated record.

Attach evidence to material claims and block approval when citations are missing.

Sources and evidence