Agent patterns

Accrual Preparation Agent

The best-chosen agent target in the domain. Schedule-backed accounts — accruals, prepaids, fixed assets — have no transaction matching underneath them, so automation never reached them. They remain high-effort, high-judgement, and entirely manual after 90% of everything else was automated.

Human review point

Approval of the drafted entry, routed by value band and by entry type. A manual non-standard entry carries risk out of proportion to its size.

Must not do

Post without approval, or compute the amount in the model rather than from the schedule. The calculation must be deterministic and reproducible.

Inputs

Prior period entry; twelve-month actuals; tariff or contract changes; current period activity; reversal status

Output artefact

Drafted entry with the calculation basis written into the narrative, supporting documents attached and a reversal flag set