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Audit evidence collection

Pulls the approvals, documents and timestamps for each sampled record, drafts explanations for gaps, and asks the control owner to approve them before packaging the audit.

The operation

Live example

Starts when

Audit request or scheduled evidence sample
Agent

Sample Records

Identify scope, sampled claims/policies/submissions, controls, and deadlines.

Collect Evidence

Gather approvals, communications, documents, timestamps, and system events.

Explain Exceptions

Draft explanations for gaps, deviations, or late approvals.

Control Review

Ask control owner to approve explanations or remediate evidence gaps.

Package Audit

Create final evidence packet with approved explanations, index, and source links.

Step by step

  1. 1Sample Records: Identify scope, sampled claims/policies/submissions, controls, and deadlines.
  2. 2Collect Evidence: Gather approvals, communications, documents, timestamps, and system events.
  3. 3Explain Exceptions: Draft explanations for gaps, deviations, or late approvals.
  4. 4Control Review: Ask control owner to approve explanations or remediate evidence gaps.
  5. 5Package Audit: Create final evidence packet with approved explanations, index, and source links.

What the team gets

  • Audit packets assemble faster
  • Evidence gaps route to owners
  • Every decision stays traceable to its source

Apps it uses

  • Guidewire
  • ServiceNow
  • Box
  • Slack

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