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Agents Risk Data Orchestration Agent
Risk Data Orchestration Agent Icon

Risk Data Orchestration Agent

Aggregates, classifies, extracts, and validates all risk-related data from multiple sources for complete contract risk assessments.

Contract negotiation teams often struggle to gather comprehensive risk information because critical data is dispersed across multiple systems, documents, and communication channels. Manual collection is slow, inconsistent, and vulnerable to gaps—leading to incomplete risk assessments, compliance challenges, and delays in decision-making.

The Risk Data Orchestration Agent resolves these issues by unifying all risk-relevant data into a single, validated dataset for downstream analysis. It intelligently identifies every applicable source across enterprise systems such as CRM and ERP platforms, as well as external regulatory bulletins, policy repositories, and compliance documentation. Unstructured inputs—including emails, supporting documents, and analyst commentary—are automatically classified for relevance, enabling targeted extraction of risk-specific details. Structured data elements are retrieved with precision, while unstructured text is transformed into standardized, machine-readable fields. The agent then validates the completeness and consistency of the aggregated dataset, ensuring that all required risk elements are captured before assessment begins.

By orchestrating these data-intensive workflows, the agent significantly improves process and employee productivity, eliminates manual data gaps, and strengthens compliance readiness. It ensures downstream risk intelligence, approval routing, and mitigation workflows operate on accurate, complete, and validated inputs—enabling faster, more confident decision-making throughout the contract lifecycle.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Risk Data Orchestration Agent:

Risk Assessment Initiation Request


Date: 2023-11-08
Requesting Party: David Chen, Deal Desk Manager
Priority: High


Subject: Initiate comprehensive risk assessment for new Master Services Agreement with Quantum Dynamics Inc.


Key Identifiers:


    

  • Deal ID: MSA-2023-QD-451
    • 

  • Counterparty Legal Name: Quantum Dynamics Inc.
    • 

  • CRM Account ID: ACC-901275-B4
    • 

  • Primary Business Contact: Dr. Aris Thorne
    • 



Documents for Analysis (Located in Deal Repository):


    

  1. Quantum_Dynamics_SOC2_Compliance_Report_2023_Final.pdf
    2. 

  2. QD_Draft_MSA_v2.1_Redline.docx
    3. 

  3. Email_Chain_re_Liability_Cap_Negotiation.eml
    4.

Deliverable Example

Sample output delivered by the Risk Data Orchestration Agent:

Contract Risk Data Orchestration Report


Report Generated: 2023-11-08T14:35:01Z
Deal ID: MSA-2023-QD-451
Counterparty: Quantum Dynamics Inc.




1. Data Aggregation and Source Summary


The agent successfully identified and extracted data from the following sources based on the request identifiers:






Data Source Category
System/Document Name
Status






Internal Structured
Salesforce CRM (ACC-901275-B4)
Connected




Internal Structured
SAP ERP (Vendor ID 75543)
Connected




Internal Structured
Master Data Repository
Connected




Internal Unstructured
QD_Draft_MSA_v2.1_Redline.docx
Processed




Internal Unstructured
Email_Chain_re_Liability_Cap_Negotiation.eml
Processed




External Unstructured
Quantum_Dynamics_SOC2_Compliance_Report_2023_Final.pdf
Processed




External Structured
Dun & Bradstreet Credit API
Connected




External Structured
Global Sanctions & Watchlist Feed
Connected








2. Extracted and Validated Key Data Points


The following table summarizes the key risk data extracted and validated across all sources.






Data Point
Extracted Value
Source(s)
Validation Status
Notes






Legal Name
Quantum Dynamics Inc.
MSA Draft, SOC2 Report
Inconsistency Found
CRM lists "Quantum Dynamics Incorporated". Flagged for legal review.




D-U-N-S Number
98-765-4321
D&B API, Master Data
Validated
Match confirmed against internal master records.




Business Address
1100 Innovation Drive, Palo Alto
D&B API, CRM, SOC2 Report
Validated
Consistent across all sources.




Credit Score
815 (Low Risk)
D&B API
Verified
Data retrieved successfully.




Regulatory Standing
Clear
Global Sanctions Feed
Verified
No matches found on OFAC, UN, or EU watchlists.




SOC2 Compliance
Type II Certified
SOC2 Report
Verified
Expiration date: 2024-07-31. Note for renewal tracking.




Proposed Liability Cap
$2,000,000
MSA Draft, Email Chain
Validated
Figure is consistent between draft and email negotiation.




Governing Law
State of California
MSA Draft
Verified
As per MSA Section 14.2.








3. Data Completeness and Inconsistency Report


    

  • 

    Completeness Status: COMPLETE
    

      

    • All standard data fields required for an MSA risk assessment have been successfully populated. No critical data is missing.
      • 

    

    • 

  • 

    Inconsistencies Flagged for Human Review:
    

      

    • Alert 1 (Medium Priority): Legal Name Mismatch.
        

      • Details: The legal name in the CRM system is Quantum Dynamics Incorporated, while all other official documents use Quantum Dynamics Inc..
        • 

      • Recommendation: Request clarification from the counterparty and update CRM master data to reflect the correct legal entity name before contract execution.
        • 

      

      • 

    

    •

Opportunity to impact key functional area KPIs

Risk Reduction
Employee Productivity
Process Cycle Time

Eliminates critical information gaps by unifying data from all sources, ensuring risk assessments are based on a complete and validated evidence set.

Achieve Comprehensive Risk Visibility
  • Identifies all relevant risk data sources across enterprise systems like CRM and ERP.
  • Scans unstructured sources including regulatory bulletins, policy repositories, and emails.
  • Aggregates disparate structured and unstructured data into a single, unified dataset.
Enhance Data Accuracy & Consistency
  • Validates aggregated data for completeness against predefined risk parameters.
  • Transforms unstructured text from documents into standardized, machine-readable fields.
  • Flags inconsistencies or missing information before downstream analysis begins.

Frees deal and legal teams from hours of manual data gathering by automating the collection, classification, and extraction of risk information.

Eliminate Manual Data Aggregation
  • Automatically connects to and retrieves data from multiple enterprise systems.
  • Replaces manual copy-paste and data entry with fully orchestrated workflows.
  • Gathers analyst commentary and supporting documents from various communication channels.
Automate Unstructured Data Processing
  • Intelligently classifies emails and documents for risk relevance.
  • Extracts specific risk details, clauses, and values from unstructured text.
  • Structures extracted information for seamless integration into risk models.

Shortens contract negotiation cycles by delivering a complete, accurate, and analysis-ready risk dataset, removing data-related delays in decision-making.

Accelerate Data Readiness for Analysis
  • Prepares a single, validated dataset for immediate use by risk and legal teams.
  • Delivers analysis-ready inputs to downstream intelligence and approval workflows.
  • Ensures all required risk elements are captured before formal assessment begins.
Reduce Decision-Making Delays
  • Prevents rework by ensuring data is complete and accurate from the start.
  • Provides decision-makers with a comprehensive risk profile in a fraction of the time.
  • Eliminates bottlenecks caused by teams hunting for missing information across systems.

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