Glean Compliance Navigation Assistant

Hello agent builders!

This week, we're diving deep into a groundbreaking AI agent that's transforming how organisations handle regulatory compliance. The Compliance Navigation Assistant, on the Glean Platform, represents a significant leap forward in making complex regulatory requirements more accessible and manageable for teams across the enterprise. It is focused on Glean but keep in mind it is important to use these use cases even if from tools you don’t have in your organisation as a conceptual template for building similar solutions with the agent builder tools you do have. So lets dive into it.

The Power of Glean's Agent Platform

Glean has established itself as a leader in enterprise AI solutions, with their platform providing advanced natural language processing capabilities specifically designed for handling complex regulatory text. Their agent builder offering stands out for its ability to create sophisticated automation workflows through natural language interfaces, making it possible for non-technical users to deploy AI solutions that maintain strict security and compliance standards.

Transforming Compliance Management

The Compliance Navigation Assistant tackles one of the most challenging aspects of modern business operations: staying current with and properly interpreting regulatory requirements. This intelligent system provides real-time contextual guidance, helping team members navigate complex compliance rules while ensuring consistent interpretation across the organisation.

What makes this agent particularly valuable is its ability to serve as a real-time compliance advisor. It can analyse specific situations, provide relevant regulatory guidance, and help maintain regulatory adherence while significantly reducing the complexity of compliance management.

Our estimation: 60% Time Savings

Based on fundamental assumptions about compliance workflows and their connection to policy management, early implementations suggest a remarkable 60% reduction in compliance-related queries to legal teams. This significant time saving stems from the agent's ability to:

• Provide immediate guidance on common compliance questions

• Ensure consistent interpretation of regulations across the organization

• Minimise compliance risks through proactive monitoring

• Improve accuracy of compliance-related decisions

Implementation Guide

For organisations looking to deploy the Compliance Navigation Assistant, it exists as an Agent template within Glean. Here's a framework for successful implementation:

1. Agent Goal Setting - The Agent Description

• Define specific compliance goals the agent is to address: a goal already exists in the template but making adjustments to suit your specific requirements is a way to improve on effectiveness.

2. Tools and Knowledge Sources

• Access to internal policy documents by connecting the documents, containers and data sources they are found in: for example policies as single PDFs, Confluence, Sharepoint or Box.

• Connection to relevant compliance systems: for example Vanta

• Integration with regulatory databases or integrations like slack as external tools.

3. Instructions and Parameters

• Define the steps the agent is to work through for different types of compliance decisions. Again this will be templated but can be edited to suit organisation specifics.

• Set up escalation paths for complex scenarios.

• Note - edit the templated instructions to meet any additional steps as early evaluation and testing results come in.

4. Governance Controls

• Role-based access controls to determine who can and cannot access certain outputs.

• Familiarising yourself with the audit logging capabilities so that actions can be tracked and investigated.

• Version control for compliance guidance: for example if policy changes are being made via the action os the agent that this is adequately documented.

5. Evaluation and Improvement

• Regular accuracy assessments to ensure that the outputs are accurate and remain accurate over time.

• User feedback collection by speaking with end users to ensure at the outset that it is fit for purpose, but also over the lifecycle of the agent to look for improvements.

• Continuous updating of regulatory knowledge bases and the parameters of the agent to make it more effective.

Final Thoughts on This Use Case

The Compliance Navigation Assistant represents a significant step forward for organisation’s operating in heavily regulated environments. Its ability to reduce compliance-related queries by 60% while improving the accuracy and consistency of regulatory adherence makes it a valuable tool for any organisation dealing with complex compliance requirements.

For regulated industries like financial services, healthcare, and energy, this agent offers a path to more efficient compliance management without compromising on accuracy or rigour. As regulatory landscapes continue to evolve and become more complex, tools like the Compliance Navigation Assistant will become increasingly essential for maintaining effective compliance programs while controlling costs and resource allocation.

The combination of natural language understanding, real-time guidance, and comprehensive compliance knowledge makes this agent a powerful addition to any organisation's regulatory management toolkit. Given the clear benefits, the Compliance Navigation Assistant is another solution that is worth serious consideration in the early stages of agent adoption.

Transferability Across Agent Builders

Understandably it is centred on Glean adoption but for those using other agent builder platforms like ServiceNow Agents, Atlassian Rovo and Vertex Agent Builder it is not inconceivable to build this on one of those options. As we work through these use case deep dives you will undoubtedly learn to recognise ways of architecting agent solutions no matter the builder set. As long as the knowledge and data sources are available to an agent built on another tool it will be able to achieve similar outcomes.

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