Sub-function
Innovation Portfolio
Owns program work end to end inside Research & Development. Runs 3 lines across 16 stations, drains the repeatable share into no shared tower, and holds 4 human gates.
Estate rating
BB
67 / 100
Agents assemble evidence and even recommend killing a program. Stopping or funding research is a capital decision with careers attached, so a committee owns it.
Agents
8
Lines
3
Units / wk
11,992
Timetable vs actual
7.8h → 7.7h
Cost / unit
$5.54
was $12
Run-rate saving
$4.1M
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.
Innovation Portfolio Orchestrator
Owns the innovation portfolio 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 Innovation when the unit falls outside the decision envelope or confidence drops below the floor.
Idea Intake Agent
Executes the innovation portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Innovation when the unit falls outside the decision envelope or confidence drops below the floor.
Stage Gate Agent
Executes the innovation portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Innovation when the unit falls outside the decision envelope or confidence drops below the floor.
Portfolio Balance Agent
Executes the innovation portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Innovation when the unit falls outside the decision envelope or confidence drops below the floor.
Resource Allocation Agent
Executes the innovation portfolio step it owns, posts its evidence, and hands the unit to the next stage.
ceiling A2 · escalates to Escalates to VP Innovation when the unit falls outside the decision envelope or confidence drops below the floor.
Kill Signal Agent
Watches innovation portfolio continuously. Detects drift, quantifies it, and routes what matters without waiting for a reporting cycle.
ceiling A2 · escalates to Escalates to VP Innovation when the unit falls outside the decision envelope or confidence drops below the floor.
Portfolio Bets Agent
Authors positions on innovation portfolio. 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.
Innovation Portfolio Challenger Agent
Adversarial reviewer for innovation portfolio. 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 scenario work and strategy authoring review.
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.
Portfolio Bets Position
Draftv1Where should the autonomy ceiling for innovation portfolio sit over the next four quarters, and what evidence would justify moving it?
Hold the ceiling at A2 for innovation portfolio. Agents assemble evidence and even recommend killing a program. Stopping or funding research is a capital decision with careers attached, so a committee owns it. Raise it only after two consecutive quarters where the override rate stays under five percent and every override has a written cause.
confidence
83%
The challenge — Innovation Portfolio Challenger Agent
Innovation Portfolio Challenger Agent argues the recommendation leans on 2 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 8 percent for two consecutive months
- ·Cost per program 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 $21k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $660k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $1127k to build controls | Override rate is 14 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $1116k transition | Loses local context. Rework risk on the cases that are hardest to recover. | under review |
Innovation Portfolio Operating Position
Supersededv3Should program work stay in the shared transaction spine, or come back inside the function where the context lives?
Keep the repeatable program 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
66%
The challenge — Innovation Portfolio Challenger Agent
Innovation Portfolio 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 14 percent for two consecutive months
- ·Cost per program 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 $59k are sampled, not fully measured
| Alternative considered | Cost | Risk | Verdict |
|---|---|---|---|
| Hold the current position | $157k run rate | Known and priced. Cedes ground if comparators move faster. | live |
| Raise the ceiling one level now | $271k to build controls | Override rate is 10 percent; raising the ceiling before that settles imports the error into production. | rejected on evidence |
| Move the exception tail to the spine | $985k 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 |
|---|---|---|---|---|---|---|
| RD2-POL-200 | Innovation Portfolio Decision Envelope Agents in this lane may act without a human when the program 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 · EU · UK | envelope | Innovation Portfolio Orchestrator | VP Innovation | v5.1 | Superseded |
| RD2-POL-201 | Innovation Portfolio 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 · US · Canada | evidence | Innovation Portfolio Orchestrator | VP Innovation | v2.2 | Active |