Personal Knowledge Assistant
Prepare a report according to your own advisory method
The PKA combines a defined analysis sequence, report template, example quality criteria and selected dossier information.
- Intended result
- The adviser receives a structured draft report with missing information, uncertainties and references to used documents.
- Human approval
- Required
- Integration
- Not necessarily
01
Situation
The PKA combines a defined analysis sequence, report template, example quality criteria and selected dossier information.
02
Current problem
Suitable when the adviser selects a manageable dossier and the method is the main reusable asset.
03
Desired change
Relevant when dossiers or reference collections become too large for controlled manual selection.
04
Human control
Business scope when dossiers must be collected from CRM, document or case systems.
05
Technology and data
- Input
- A selected client dossier, current question and required report format.
- Preparation
- Structure evidence, apply the method and flag missing or contradictory information.
- Human approval
- The adviser verifies facts, judgement and recommendations before delivery.
06
Boundaries
- Reports begin with the adviser’s approved structure and terminology.
- Missing information and uncertainty remain visible.
- References can be included when source retrieval is part of scope.
- The adviser checks and approves the complete report.
- The adviser remains accountable
- Retrieval is optional and scope-dependent
- Generated drafts require review