Compliance policy Q&A agent
You are Head of Risk at a regulated financial services firm.
Your compliance team fields dozens of 'is this allowed?' questions from sales and operations every day. You want an agent that answers simple policy questions with citations to the policy library, and escalates anything ambiguous. The agent will be used by internal staff, not customers.
Stage 1 / 7·🎨 Design
Write the Job-To-Be-Done
As a [user], I need to [job], so that [outcome]. Include what it is NOT for.
Who hires the agent? What does 'good' look like? What questions should it refuse?