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Executive Intelligence · Executive Agents and Action Orchestration

Cross-Department Investigation Agent

A structured investigation across modules within the requester's own permissions.

Demonstration: Quillfeather Retail Group (fictional) · Retail. Fictional data and a scripted answer.

The situation

Organisation
Quillfeather Retail Group (fictional)
Who is asking
Chief financial officer
Industry
Retail
What happened
Stock losses in the north have risen, and the CFO wants an agent to look across finance, stores and logistics, without reaching into anything it should not.

The question asked

Which data across departments may the investigation agent read to look into the stock losses, and which stays off limits?

What it reads, and who can see the result

  • Data source inventory registerSources across departments with classification.
  • Investigation terms of reference documentWhat the CFO has authorised.
Reads
The inventory and the terms of reference.
Does not read
Any source not authorised, and no personal HR data.
Permission
The CFO authorises scope; each data owner confirms.
Who sees it
The CFO, the heads of the departments involved and internal audit.

Try it

Choose what the platform may read. Restricted material cannot be put in scope here, and a classification the analysis is unsure of must be verified by a person.

Read it?SourceHoldsSensitivityWhat the analysis thinks it is
Stock counts and adjustments
Inventory system
480,000 recordsinternalStock movements by store clear
Till exceptions and voids
Point of sale
215,000 recordsinternalTill events clear
Delivery receipts
Logistics system
96,000 recordsinternalGoods received check
CCTV footage index
Security system
41,000 recordsrestrictedCamera events (identifies people) clear
Staff rotas and pay
HR system
33,000 recordsrestrictedPersonal employment data clear
Store manager notes
Shared notes
7,200 recordsinternalFree-text notes check

Sources in scope
0 of 6
records in scope
0
Restricted, kept out
2 sources
To verify
0

The answer

Simulated answer. Written for this fictional case, not produced by a live model. Only the figures in it are computed, from what you decided above.

0 of 6 sources are open to the investigation agent, 0 records.

The agent can look across stock, tills and deliveries to find where the losses concentrate [S1][S2]. CCTV and personnel data are restricted and cannot be brought in here: if they become relevant, the owners decide, through their own process.

Two classifications are uncertain, and free-text notes can hold personal remarks, so a person must verify them: 0 included source(s) still need that. The agent reports patterns for a person to follow up; it does not accuse anyone.

Relies on: S1 · Cross-department data inventoryS2 · Investigation terms of reference

Review and approval

The chief financial officer with internal audit decides. Approving authorises the agent to read the sources in scope. It does not authorise any action against any person.

Not ready to approve. Choose at least one source to read first.

In the product this is a different person with the right permission. Here you play that role to see the rule.

What it produces

registerDraft, not approved

Authorised scope

  • 0 sources, 0 records.
  • 2 restricted sources excluded.
evidenceDraft, not approved

Authorisation record

  • Who authorised the scope and which classifications a person verified.

Limits of this example

  • Scope bounds what the agent reads; findings still need human judgement.
  • Restricted sources require their owners' exception, outside this screen.
  • This is a scripted demonstration on fictional data. No model was called and no real organisation, person or result is shown.