Finance information support
Project Description: AI finds relevant passages in approved finance policies and uses them to answer staff questions with source links. It respects document permissions and routes uncertain questions to a finance owner for review.
Implementation effort
88–320staff hours total
Current workload
—staff hours / month
Net time saved
—staff hours / month
Project difficulty
Moderate
Implementation work
Define policy questions and access12–40h
- Define supported policy topics and agree 25 reference questions and answers.
- Assign document owners, two access roles and escalation for unsupported answers.
Prepare policies and document versions16–64h
- Prepare 50 approved documents with current versions and accountable owners.
- Apply access tags for both roles and prepare content for the existing retrieval service.
Configure cited answers and escalation24–88h
- Configure retrieval and answer prompts to cite relevant approved policy passages.
- Set uncertainty responses and escalation; keep financial analysis and transactions outside this workflow.
Test answers and restricted content24–88h
- Test reference questions, unknown questions and conflicting-document cases.
- Check restricted documents under both roles, correct failures and rerun affected cases.
Pilot with finance users12–40h
- Pilot with users and demonstrate source checking and escalation for uncertain answers.
- Assign support and document-update responsibilities before handover.
Ongoing work
Maintain finance information tools36–144h / yr
- Refresh policy versions and ownership, sample answers and investigate retrieval or access failures.
- Update prompts, reference questions and support guidance when policies or roles change.
Further projects
- Cover additional finance policies, audiences or languages.
- Add finance-data questions as a separate extension with numerical and access validation.