Agent patterns

Journal Entry Preparation Agent

Entries generated from reconciliation output arrive with their evidence already established, which makes them a natural candidate. The preparation is assembly; the risk sits in account coding, which is a judgement the reviewer must make.

Human review point

Approval, routed by value band and entry type, with preparer and approver enforced as different parties.

Must not do

Post without approval, or approve its own entry. The generated entry must carry provenance marking it machine-drafted.

Inputs

Reconciliation findings or source document; account mapping; entry templates; prior similar entries; approval matrix

Output artefact

Drafted entry with narrative, account coding, supporting evidence attached and a risk score