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AI agent for risk managers

Board Risk Report Agent

A consistent quarterly board risk report

ReportingQuality controlManagement
See how it worksGet access
Board Risk Report Agent: what goes in, what the agent does and what you get

What it does

Each quarter the risk manager reports to the board on top risks, appetite, indicators, losses and actions, and one inconsistent number undermines the whole report. This agent collects data from the risk register, indicator log, loss database and action tracker as of the cut-off date. It drafts each section and then checks that every figure matches across sections and sources. Inconsistencies are traced to the source and corrected; nothing is changed without tracing it. It summarizes changes since last quarter, lists appetite breaches, which are always reported, and lists items needing board decisions. Events after the cut-off are noted separately. The risk manager and chief risk officer approve the report. Edge case: a major incident happened after the data cut-off, so the agent adds a short note instead of changing the numbers.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Report cycle starts 2 USES A TOOL Collect data from risk systems as of the cut-off 3 USES A TOOL Draft report sections 4 CHECKS THE RESULT Do figures match across sections and sources? If not: trace to source and correct. Back to step 3. 5 DOES List appetite breaches and changes since lastquarter 6 DOES Note events after the cut-off separately 7 DOES Summarize decisions needed from the board 8 YOU APPROVE Risk manager and CRO approve 9 RESULT Report sent to committee
Read the steps as a list
  1. Report cycle starts
  2. Collect data from risk systems as of the cut-off
  3. Draft report sections
  4. Do figures match across sections and sources?If not: trace to source and correct. Back to step 3.
  5. List appetite breaches and changes since last quarter
  6. Note events after the cut-off separately
  7. Summarize decisions needed from the board
  8. Risk manager and CRO approveThe agent waits here for your OK.
  9. Report sent to committee

How it decides

It compares each figure across sections and sources and changes nothing without tracing it.

  • Data cut-off date applied
  • Later events noted separately
  • Appetite breaches always reported

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Sections
  • Cut-off date
  • Format
  • Approvers

What keeps you in control

It always asks you first

  • Report release

Hard limits

  • No changes to source data
  • Board material confidential

It stops when

  • Done: report sent
  • Stop: source data missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the Q3 report, the summary showed 6 red indicators but the appendix showed 7, so the consistency check failed. The agent traced it to an indicator updated after the summary was drafted. It corrected the summary to 7 and noted one turned red after the September 30 cut-off. The risk manager and CRO approved the report for the October committee.

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