Sub-function
Portfolio & Intake
Owns request work end to end inside Engineering. more
Estate rating
BBB
72 / 100
Triage, estimation and dependency mapping are agentic. more
Agents
8
Lines
3
Units / wk
4,462
Timetable vs actual
10.3h → 10.4h
Cost / unit
$15
was $42
Run-rate saving
$6.3M
annualized at this volume
The 8 agents running this sub-function
Grouped by what they are for, not by where they sit. more
Engineering Intake Orchestrator
Owns the portfolio & intake lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
ceiling A3 · escalates to Escalates to VP Engineering Operations when the unit falls outside the decision envelope or confidence drops below the floor.
Request Triage Agent
Runs the repeatable portion of portfolio & intake inside the shared transaction spine at spine cost and spine controls.
ceiling A3 · escalates to Escalates to VP Engineering Operations when the unit falls outside the decision envelope or confidence drops below the floor.
Capacity Modeling Agent
Runs the repeatable portion of portfolio & intake inside the shared transaction spine at spine cost and spine controls.
ceiling A3 · escalates to Escalates to VP Engineering Operations when the unit falls outside the decision envelope or confidence drops below the floor.
Effort Estimation Agent
Executes the portfolio & intake step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to VP Engineering Operations when the unit falls outside the decision envelope or confidence drops below the floor.
Dependency Mapping Agent
Executes the portfolio & intake step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to VP Engineering Operations when the unit falls outside the decision envelope or confidence drops below the floor.
Value Scoring Agent
Executes the portfolio & intake step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to VP Engineering Operations when the unit falls outside the decision envelope or confidence drops below the floor.
Portfolio Strategy Agent
Authors positions on portfolio & intake. Frames the question, models the options, and writes a recommendation a human can ratify or reject.
ceiling A3 · escalates to Escalates when two options sit inside the confidence band and the evidence cannot separate them.
Portfolio & Intake Challenger Agent
Adversarial reviewer for portfolio & intake. Argues the opposite case on every position and flags where the evidence does not carry the claim.
ceiling A3 · escalates to Escalates when a ratified position is still running against a break condition it flagged.
Estate rating breakdown
Seven control dimensions. Judgment readiness runs against autonomy on purpose.
People
What the humans stopped doing, and what they do now.
Redeployed into control design and independent testing.
Lines running in this sub-function
Each line is a workflow. more
Strategy positions this sub-function holds
An agent that only executes is a robot. more
Investment Position
Ratifiedv3Where should the autonomy ceiling for portfolio & intake sit over the next four quarters, and what evidence would justify moving it?
Hold the ceiling at A3 for portfolio & intake. more
confidence
70%
The challenge — Portfolio & Intake Challenger Agent
Portfolio & Intake Challenger Agent argues the recommendation leans on 5 quarters of data from a period with no volume shock. more
Break conditions
- ·Override rate rises above 12 percent for two consecutive months
- ·Cost per request stops falling while volume keeps rising
- ·A control failure in this lane reaches a customer or a regulator
Evidence gaps
- ·No external comparator on a like-for-like unit definition
- ·Exception cases under $56k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $346k run rate | Known and priced. Cedes ground if comparators move faster. | not selected |
| Raise the ceiling one level now | $1467k to build controls | Override rate is 12 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $181k transition | Loses local context. Rework risk on the cases that are hardest to recover. | selected |
Ratified 9 months ago. Measured since: cost per request fell 17 percent against a forecast of 31 percent.
Portfolio & Intake Operating Position
Draftv1Should request work stay in the shared transaction spine, or come back inside the function where the context lives?
Keep the repeatable request volume in the spine and pull the exception tail back into the function. more
confidence
85%
The challenge — Portfolio & Intake Challenger Agent
Portfolio & Intake Challenger Agent argues the recommendation leans on 4 quarters of data from a period with no volume shock. more
Break conditions
- ·Override rate rises above 6 percent for two consecutive months
- ·Cost per request stops falling while volume keeps rising
- ·A comparator publishes a materially lower unit cost on a like-for-like basis
Evidence gaps
- ·No independent test of the control evidence behind the touchless rate
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $251k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $558k to build controls | Override rate is 13 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $484k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
Policy register
The rules the agents above are bound by. more
| Ref | Rule | Scope | Owner agent | Approved by | Version | Status |
|---|---|---|---|---|---|---|
| EN1-POL-200 | Portfolio & Intake Decision Envelope Agents in this lane may act without a human when the request sits inside the stated value, risk and confidence envelope. more binds 5 agents · APAC | envelope | Engineering Intake Orchestrator | VP Engineering Operations | v5.6 | Active |
| EN1-POL-201 | Portfolio & Intake Evidence Standard Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. more binds 5 agents · Global · EU | evidence | Engineering Intake Orchestrator | VP Engineering Operations | v1.0 | Active |
| EN1-POL-202 | Portfolio & Intake Escalation Rule Escalation is mandatory when confidence falls below the floor, when two options sit inside the confidence band, or when a break condition on a ratified position fires. more binds 5 agents · EU · UK · US | escalation | Engineering Intake Orchestrator | VP Engineering Operations | v3.5 | Active |
| EN1-POL-203 | Portfolio & Intake Autonomy Ceiling The ceiling for this lane is 74 on the platform scale. more binds 5 agents · APAC | ceiling | Engineering Intake Orchestrator | VP Engineering Operations | v3.8 | Active |