Sub-function
Tax
Owns tax filing work end to end inside Finance. more
Estate rating
BBB
74 / 100
Data assembly and computation are agentic. more
Agents
8
Lines
3
Units / wk
13,337
Timetable vs actual
6.1h → 5.9h
Cost / unit
$15
was $36
Run-rate saving
$14.8M
annualized at this volume
The 8 agents running this sub-function
Grouped by what they are for, not by where they sit. more
Tax Orchestrator
Owns the tax 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 Tax when the unit falls outside the decision envelope or confidence drops below the floor.
Provision Agent
Runs the repeatable portion of tax inside the shared transaction spine at spine cost and spine controls.
ceiling A3 · escalates to Escalates to VP Tax when the unit falls outside the decision envelope or confidence drops below the floor.
Compliance Calendar Agent
Executes the tax step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to VP Tax when the unit falls outside the decision envelope or confidence drops below the floor.
Indirect Tax Agent
Executes the tax step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to VP Tax when the unit falls outside the decision envelope or confidence drops below the floor.
Tax Authority Correspondence Agent
Executes the tax step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A3 · escalates to Escalates to VP Tax when the unit falls outside the decision envelope or confidence drops below the floor.
Transfer Pricing Agent
Holds the rules that bind every other agent in tax. Versions them, tests them against live decisions, and blocks work that breaches them.
ceiling A3 · escalates to Escalates on any decision that would breach a live policy version, with the clause cited.
Tax Position Agent
Authors positions on tax. 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.
Tax Challenger Agent
Adversarial reviewer for tax. 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 scenario work and strategy authoring review.
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
Tax Position Paper
Draftv1Which parts of tax should deliberately stay human, and how do we defend that against a cost argument?
Hold the ceiling at A3 for tax. more
confidence
67%
The challenge — Tax Challenger Agent
Tax 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 14 percent for two consecutive months
- ·Cost per tax filing 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 $16k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $288k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $1320k 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 | $877k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
Tax Operating Position
In challengev4Where should the autonomy ceiling for tax sit over the next four quarters, and what evidence would justify moving it?
Keep the repeatable tax filing volume in the spine and pull the exception tail back into the function. more
confidence
79%
The challenge — Tax Challenger Agent
Tax 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 tax filing 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 $19k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $348k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $1734k to build controls | Override rate is 4 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $273k 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 |
|---|---|---|---|---|---|---|
| FI7-POL-200 | Tax Decision Envelope Agents in this lane may act without a human when the tax filing sits inside the stated value, risk and confidence envelope. more binds 4 agents · LATAM · US | envelope | Transfer Pricing Agent | VP Tax | v4.7 | Active |
| FI7-POL-201 | Tax Evidence Standard Every autonomous decision writes inputs, the rule version applied, the model and prompt version, the output and a reversal path. more binds 4 agents · APAC | evidence | Transfer Pricing Agent | VP Tax | v4.3 | Active |
| FI7-POL-202 | Tax 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 4 agents · EU · UK | escalation | Transfer Pricing Agent | VP Tax | v4.0 | Active |
| FI7-POL-203 | Tax Autonomy Ceiling The ceiling for this lane is 72 on the platform scale. more binds 4 agents · US · Canada | ceiling | Transfer Pricing Agent | VP Tax | v1.8 | Active |