AI compliance co-pilot
What compliance work should we prepare today?
Ask about expirations, client gaps, questionnaire answers, evidence, or portal packets. Copilot prepares source-linked work while risky submissions and attestations stay human-gated.
Compliance Passport
Audit Log
Material actions are recorded with reviewer, before and after values, evidence, approval status, and confirmation IDs.
| Timestamp | User | Action | Before | After | Evidence | Status | Confirmation |
|---|---|---|---|---|---|---|---|
| 2026-06-10 17:45 | System | Copilot queued approval item | {} | {"risk":"Medium","summary":"Copilot prepared action from request: Prepare an Avetta update packet for expiring COI and drug policy.","approval_item_id":"4e8f743f-ec84-410f-96fb-d989f02f0edc"} | Copilot conversation, Drug and Alcohol Policy, Certificate of Insurance - GL/Auto/WC, Live Test COI 2026.pdf | Needs approval | copilot-4e8f743f-ec84-410f-96fb-d989f02f0edc |
| 2026-05-24 07:33 | System | Created document from extraction | {} | {"name":"tmp-upload-test.txt","status":"Needs review","document_id":"6ad49502-2818-4d63-80b2-7e2eb66b51d3"} | mock-page-1, mock-page-2 | Needs review | doc-6ad49502-2818-4d63-80b2-7e2eb66b51d3 |
| 2026-05-24 07:33 | System | Created document from extraction | {} | {"name":"tmp-upload-test.txt","status":"Needs review","document_id":"f9ab5632-e836-4497-8f97-6964ba992318"} | mock-page-1, mock-page-2 | Needs review | doc-f9ab5632-e836-4497-8f97-6964ba992318 |
| 2026-05-24 07:28 | 22222222-2222-4222-8222-222222222221 | approved Questionnaire answer | {"status":"pending"} | {"status":"approved","summary":"Use EMR history draft in Avetta safety questionnaire"} | EMR Letter 2024-2026 | approved | approved-55555555-5555-4555-8555-555555555551 |
| 2026-05-24 07:28 | System | Created document from extraction | {} | {"name":"Live Test COI 2026.pdf","status":"Needs review","document_id":"2f21a3e6-4dd3-4e68-b555-daac9a640290"} | mock-page-1, mock-page-2 | Needs review | doc-2f21a3e6-4dd3-4e68-b555-daac9a640290 |
| 2026-05-24 07:20 | 22222222-2222-4222-8222-222222222221 | Approved questionnaire draft | {"status":"pending"} | {"status":"approved_for_copy"} | EMR Letter | Approved | seed-conf-1001 |
| 2026-05-24 07:20 | System | Mapped requirement | {"status":"unmatched"} | {"status":"evidence_found"} | COI | System prepared | seed-conf-1002 |