Sub-function
Investor Relations Support
Owns disclosure item work end to end inside Finance. Runs 3 lines across 17 stations, drains the repeatable share into no shared tower, and holds 5 human gates.
Estate rating
BBB
72 / 100
The lowest ceiling in Finance by design. Every word said to the market is a securities-law statement, so agents draft and named executives own every syllable.
Agents
8
Lines
3
Units / wk
9,743
Timetable vs actual
22.3h → 22.0h
Cost / unit
$18
was $39
Run-rate saving
$10.8M
annualized at this volume
The 8 agents running this sub-function
Grouped by what they are for, not by where they sit. The agent org is process-shaped.
Investor Relations Orchestrator
Owns the investor relations support lane end to end. Sequences the other agents, holds the timetable, and decides what surfaces to a human.
ceiling A2 · escalates to Escalates to VP Investor Relations when the unit falls outside the decision envelope or confidence drops below the floor.
Consensus Tracking Agent
Executes the investor relations support step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Investor Relations when the unit falls outside the decision envelope or confidence drops below the floor.
Peer Benchmark Agent
Executes the investor relations support step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Investor Relations when the unit falls outside the decision envelope or confidence drops below the floor.
Question Bank Agent
Executes the investor relations support step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Investor Relations when the unit falls outside the decision envelope or confidence drops below the floor.
Earnings Pack Agent
Executes the investor relations support step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Investor Relations when the unit falls outside the decision envelope or confidence drops below the floor.
Disclosure Consistency Agent
Holds the rules that bind every other agent in investor relations support. Versions them, tests them against live decisions, and blocks work that breaches them.
ceiling A2 · escalates to Escalates on any decision that would breach a live policy version, with the clause cited.
Investor Narrative Agent
Authors positions on investor relations support. Frames the question, models the options, and writes a recommendation a human can ratify or reject.
ceiling A2 · escalates to Escalates when two options sit inside the confidence band and the evidence cannot separate them.
Investor Relations Support Challenger Agent
Adversarial reviewer for investor relations support. Argues the opposite case on every position and flags where the evidence does not carry the claim.
ceiling A2 · 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 agent supervision, calibration and coaching.
Lines running in this sub-function
Each line is a workflow. Click a line to walk it station by station.
Strategy positions this sub-function holds
An agent that only executes is a robot. These are the calls it made, the argument against each one, and what would prove it wrong.
Narrative Position
In challengev2Which parts of investor relations support should deliberately stay human, and how do we defend that against a cost argument?
Hold the ceiling at A2 for investor relations support. The lowest ceiling in Finance by design. Every word said to the market is a securities-law statement, so agents draft and named executives own every syllable. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
confidence
86%
The challenge — Investor Relations Support Challenger Agent
Investor Relations Support Challenger Agent argues the recommendation leans on 5 quarters of data from a period with no volume shock. The confidence band overlaps the alternative, and the position does not say what it would take to be wrong. Recorded as a dissent, not a block.
Break conditions
- ·Override rate rises above 11 percent for two consecutive months
- ·Cost per disclosure item stops falling while volume keeps rising
- ·A control failure in this lane reaches a customer or a regulator
Evidence gaps
- ·No independent test of the control evidence behind the touchless rate
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $134k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $1525k to build controls | Override rate is 8 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $816k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
Investor Relations Support Operating Position
In challengev4Where should the autonomy ceiling for investor relations support sit over the next four quarters, and what evidence would justify moving it?
Keep the repeatable disclosure item volume in the spine and pull the exception tail back into the function. The spine is cheaper per unit; the tail is where the context that prevents rework actually sits.
confidence
77%
The challenge — Investor Relations Support Challenger Agent
Investor Relations Support Challenger Agent argues the recommendation leans on 3 quarters of data from a period with no volume shock. The confidence band overlaps the alternative, and the position does not say what it would take to be wrong. Recorded as a dissent, not a block.
Break conditions
- ·Override rate rises above 9 percent for two consecutive months
- ·Cost per disclosure item stops falling while volume keeps rising
- ·A comparator publishes a materially lower unit cost on a like-for-like basis
Evidence gaps
- ·No external comparator on a like-for-like unit definition
- ·Exception cases under $40k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $705k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $378k to build controls | Override rate is 11 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $1037k 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. Version, owner, approver, and the agents each rule constrains.
| Ref | Rule | Scope | Owner agent | Approved by | Version | Status |
|---|---|---|---|---|---|---|
| FI9-POL-200 | Investor Relations Support Decision Envelope Agents in this lane may act without a human when the disclosure item sits inside the stated value, risk and confidence envelope. Outside it, the unit holds at a gate with a named approver and a running clock. binds 4 agents · Global | envelope | Disclosure Consistency Agent | VP Investor Relations | v4.5 | Active |
| FI9-POL-201 | Investor Relations Support Evidence Standard Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. An action with no evidence record is treated as a control failure, not a fast decision. binds 4 agents · EU · UK · US | evidence | Disclosure Consistency Agent | VP Investor Relations | v1.7 | Active |
| FI9-POL-202 | Investor Relations Support 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. VP Investor Relations owns the response clock. binds 4 agents · Global | escalation | Disclosure Consistency Agent | VP Investor Relations | v4.8 | Active |