Personal Knowledge Assistant
Prepare a customer dossier before professional review
The PKA collects permitted information, applies a completeness checklist and prepares a traceable brief without making the final decision.
- Intended result
- A reviewer receives a structured dossier summary with missing information, deviations and used sources.
- Human approval
- Required
- Integration
- Likely
01
Situation
The PKA collects permitted information, applies a completeness checklist and prepares a traceable brief without making the final decision.
02
Current problem
03
Desired change
A reviewer receives a structured dossier summary with missing information, deviations and used sources.
04
Possible workflow
-
1
Collect
Retrieve authorised dossier documents and current system data.
-
2
Check
Apply completeness, date and deviation rules.
-
3
Approve
A responsible employee reviews the brief and decides the next action.
05
Boundaries
- Every retrieval follows user and dossier permissions.
- Used sources and workflow steps are logged.
- Missing or conflicting information remains visible.
- The PKA does not approve customers or make regulated decisions.
- Source systems remain authoritative
- Access follows dossier rights
- No automatic decision is made