Forvis Mazars
05 / 09

D2R2

Document-Driven Reason & React. Machine speed and Human confidence

MAM: Transversal: Workflow Orchestration
ISA: Not stated
Module: operations.audit.d2r2

Mission

This programme is an ABI module with its own agent and Nexus app. Production tooling for each sub-solution is not built yet. The list below is the mission contract from the digested catalog.

Sub-solutions (7)

Task-skill pairs (25)

IDSub-solutionTaskSkill
DO-01D2R2.OrchestrateMaintain a real-time directed acyclic graph (DAG) of task dependencies across all programmes and MAM phasesDependencyResolverSkill
DO-02D2R2.OrchestrateNotify auditor when a new analysis becomes executable because its prerequisite data or upstream tasks are now completeReadinessNotifierSkill
DO-03D2R2.OrchestrateIdentify and escalate engagement bottlenecks (tasks blocked by missing client data or upstream delays)BottleneckDetectorSkill
DO-04D2R2.OrchestrateGenerate plain-language engagement status summaries on demand or on scheduleProgressNarratorSkill
DS-01D2R2.DataStatusMaintain a live register of all evidence items expected vs received, by procedure and areaEvidenceInventoryTrackerSkill
DS-02D2R2.DataStatusDynamically update the PBC (Provided By Client) list as new evidence needs are identified by running programmesPBCListManagerSkill
DS-03D2R2.DataStatusDetect evidence items that may have become stale or outdated after period-end adjustmentsStalenessDetectorSkill
DS-04D2R2.DataStatusAlert auditor of missing or low-quality data before any AI programme attempts to run on incomplete inputsPreRunDataQualityGateSkill
DH-01D2R2.HumanValidationIntercept completed AI tasks and route them to the appropriate auditor for validation before downstream useValidationRouterSkill
DH-02D2R2.HumanValidationPresent AI output with supporting evidence, confidence score, and a precise, specific judgement question to the auditorValidationPresenterSkill
DH-03D2R2.HumanValidationBatch and sequence validation requests to minimise auditor interruption fatigueValidationBatcherSkill
DH-04D2R2.HumanValidationRecord auditor validation decisions and propagate approved/rejected status to dependent downstream tasksValidationRecorderSkill
DI-01D2R2.IngestReceive and normalise documents from multiple sources (client portal, email, ERP connector, shared drives)MultiSourceIngesterSkill
DI-02D2R2.IngestClassify each incoming document by type (invoice, contract, bank statement, confirmation, report, etc.)DocTypeClassifierSkill
DI-03D2R2.IngestTrigger appropriate downstream processing workflows based on document type and engagement contextWorkflowTriggerSkill
DI-04D2R2.IngestUpdate the evidence inventory register upon successful ingestionInventoryUpdaterSkill
DT-01D2R2.TraceMaintain a live relational link between each identified risk (KARMA) and the procedures planned to address it (ARMOR)RiskProcedureLinkSkill
DT-02D2R2.TraceLink each completed procedure to the evidence items that support itEvidenceProcedureLinkSkill
DT-03D2R2.TraceLink conclusions from completed procedures back to the risks they address, for completeness of the audit opinion trailConclusionRiskLinkSkill
DC-01D2R2.ChatAnswer factual questions about current engagement state (e.g. 'What risks are still open?', 'Which procedures are incomplete?')DossierRetrieverSkill
DC-02D2R2.ChatDispatch conversational action requests to the appropriate programme (e.g. 'Run KARMA on trade receivables' → triggers KARMA-2 for that account)ActionDispatcherSkill
DC-03D2R2.ChatExplain AI outputs and conclusions in plain language on auditor requestExplanationGeneratorSkill
DCA-01D2R2.ClientActionDraft and issue PBC document requests to the client with clear description, format requirements and deadlinePBCIssuerSkill
DCA-02D2R2.ClientActionTrack client responses and send automated reminders for overdue itemsFollowUpTrackerSkill
DCA-03D2R2.ClientActionReconcile received client responses against open PBC items and update the evidence inventoryResponseReconcilerSkill

Back to the nine programmes