← Back to case study ✦ Agentic Compliance Console Concept exploration — extends the shipped console. Not a released feature.
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💬 🗂 🔔20 ✉101 EH

Compliance Agent Monitoring

Two ways to work: let the agent watch and propose when signals change, or create a rule from scratch with a guided builder (manual or agent-assisted).

Autonomy
How much can the agent do on its own? Applies to this workspace · changeable anytime
Level 1
Suggest only
Surfaces ideas. Nothing changes until you act.
Level 2 · Current
Flag for review
Proposes specific rule changes and waits for your approval.
Level 3
Auto-apply low-risk
Applies safe changes automatically, notifies you, asks on big ones.
Level 4
Autonomous
Maintains rules end-to-end. Full audit trail; reversible.
Flag for review: the agent does the analysis and drafts the exact rule change, but every change needs your approval before it goes live.
Proposals for your review 3 new
📈
Off-contract spend is rising in IT
Catalog→Spend signal→IT department
High confidence
Add an exception context for IT (priority 3) that ranks preferred supplier CDW first and hides Amazon punch-out for IT hardware.
Why the agent suggests this Detected 23 off-contract IT purchases in the last 30 days (~$48K) that bypassed the CDW contract. Your policy marks CDW as the preferred vendor for IT hardware.
Test result re-ranks 142 catalog results · hides 1 punch-out for IT · affects 320 users · no conflict with existing contexts
✓ Activated — exception context added · Undo
🏷️
New supplier “Fully” added to the catalog
Catalog→New supplier→Furniture
Needs a look
Tag Fully as Preferred in the Furniture sorting ruleset so it ranks above generic matches.
Why the agent suggests this Fully meets your preferred-vendor criteria — active contract on file and pricing within the Furniture cap. It’s currently unranked, so buyers may miss it.
Test result ranks above 38 Furniture items · applies to All users
✓ Activated — ranked as Preferred · Undo
⏳
Contract for “Bloom & Stem” expires in 14 days
Suppliers→Contract expiring→Events & Catering
Needs a look
Temporarily downrank Bloom & Stem in Events & Catering until the contract is renewed, to avoid new commitments on an expiring agreement.
Why the agent suggests this New requisitions against an expiring contract create renewal and pricing risk. Downranking (not hiding) keeps it available while steering buyers toward active contracts.
Test result downranks 12 results · auto-reverts on renewal
✓ Activated — temporary downrank set · Undo
Recently applied audit trail
✓
Downranked out-of-policy laptops over $2,500 for All users
Re-ranked 64 results · rationale: exceeds hardware price cap
Auto · L3 Undo
✓
Hid Amazon punch-out for Finance
Approved by you · 5 days ago · matches Finance exception context
You approved Undo
Concept exploration by Eric Huang. Patterns shown — proactive proposals, a human-approval gate, an autonomy gradient, simulated impact, and a reversible audit trail — generalize to any governance surface, not only procurement.
New rule

Build a compliance rule step by step

Same model as the shipped console — user group, default vs exception, sort or hide — with optional agent help to draft the rule from plain English.

Agent maps your description to scope, context, and display rules.
1 Who
2 Context
3 Action
4 Test
5 Publish

Who does this rule apply to?

Rules attach to user groups — the same org structure admins already use in the shipped console.

Step 1 of 5 — choose who the rule applies to.
Manual path still exists in Overview and Display Rules. This builder is the agent-assisted on-ramp — describe intent, step through the same IA, test, then publish.