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Research into two-party agentic delivery

Data Meaning and Lineage Papers

Authoritative records, field definitions, provenance, reconciliation, and source-to-output meaning.

Phil Hatch / AkholiExplore the full study →
Title page: Reconciling Data Meaning Across Bank and Provider Systems — A Banking Board Decision on Semantic Readiness. Phil Hatch, Akholi, October 23, 2026.

AAO-083 / Data, Technology, and Security

Reconciling Data Meaning Across Bank and Provider Systems

Bank executives should fund authoritative definitions for the data on which a provider’s agent acts. Technical connectivity and clean formatting do not establish that both firms assign the same meaning, ownership, timing, or permitted use to a field.

Buy-side Boards and Executives
Banking · Financial Services · 4 pages
Title page: CRO AI Work Needs Traceable Human Corrections — A Clinical Outsourcing Management Method for Data Integrity. Phil Hatch, Akholi, October 23, 2026.

AAO-077 / Assurance and Audit

CRO AI Work Needs Traceable Human Corrections

Clinical outsourcing managers should make human corrections to AI-supported work attributable, justified, and linked to the original record. Quality review should improve the evidence while preserving the history needed to assess trial reliability.

Buy-side Delivery and Vendor Managers
Life Sciences · Other Regulated Industries · 4 pages
Title page: KYC Evidence Must Survive the Agent to Analyst Handoff — A Manager Method for Supported Onboarding Decisions. Phil Hatch, Akholi, October 23, 2026.

AAO-052 / Assurance and Audit

KYC Evidence Must Survive the Agent to Analyst Handoff

Bank onboarding managers should preserve source evidence, uncertainty, and human correction when agents transfer KYC work to analysts. A completed summary is not sufficient if the analyst cannot establish which customer facts support the proposed decision.

Buy-side Delivery and Vendor Managers
Banking · Financial Services · 4 pages
Title page: Outsourced Reporting Agents Need Source to Filing Lineage — A Practical Evidence Method for Bank Reporting. Phil Hatch, Akholi, October 23, 2026.

AAO-034 / Assurance and Audit

Outsourced Reporting Agents Need Source to Filing Lineage

Bank reporting managers should preserve a trace from source data through transformations, human corrections, approval, and the filed version. An agent-generated explanation cannot substitute for evidence of how the reported figure was produced.

Buy-side Delivery and Vendor Managers
Banking · Financial Services · 5 pages

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