Agent patterns

Balance Movement Analysis Agent

Every material movement needs an explanation before reporting, and writing them is repetitive assembly of the same evidence. Detection is statistical; the explanation is language work. Splitting the two is what makes this tractable.

Human review point

The explanation, which becomes part of the reporting record and must be owned by a person.

Must not do

Assert cause. Drivers must be framed as likely contributors — a confidently wrong causal claim becomes audit evidence. Figures must come from queries, never from the model.

Inputs

Current and prior period balances across entities, currencies and hierarchies; transaction detail; prior explanations

Output artefact

Movement report with material changes flagged and a draft explanation per movement, each citing its evidence