Editable Report Builder Connector Skill

Purpose

Prepare editable AML report drafts that a human reviewer can revise, approve, reject, escalate or archive according to the firm's procedure.

When to Use

Use after source checks, evidence capture and checklist completion, but before final human review.

Required Inputs

• case summary;
• completed checklist;
• evidence log;
• red flags and limitations;
• selected report template;
• output format requirement.

Workflow

1. Load the relevant template.
2. Populate only evidence-supported fields.
3. Mark missing or unavailable information clearly.
4. Separate facts, allegations, observations and agent notes.
5. Leave human decision fields empty unless the implementation profile provides a human-entered value.
6. Save as editable draft and optionally export a PDF copy.

Output

• editable draft report;
• optional PDF rendering;
• evidence cross-reference table;
• missing information section;
• human review section.

Agent Must Not

• write final regulatory conclusions;
• fill human decision fields on behalf of the reviewer;
• remove uncertainty to make the report look cleaner;
• invent evidence where a source is missing.