Overview
A resolution note that passes cursory review can still fail a compliance audit. The Compliance-Traceable Resolution Agent checks the resolution against service-documentation requirements, independent of whether the underlying event turns out to be reportable. It validates the Pathways reference, reviews key evidence areas including as-found condition, root cause statement, and post-repair verification, and flags specific gaps so the technician can complete the record on the spot, while they still have the unit and the memory of the visit. Service closes the right cases. Quality gets records that hold up.
Capabilities
Check resolution notes against service-record standards before case closure
Reviews the record against required documentation standards before the case is submitted, not after Quality flags it weeks later.
Validate that the Pathways reference covers the actual visit
Confirms the referenced Pathways record covers the service visit, not just that a ticket number was entered.
Review the four evidence areas Quality rejects records over
As-found condition, root cause statement, corrective action, and return-to-service verification are each reviewed independently.
Flag specific gaps before the technician submits
Missing details are identified precisely so the technician can complete the record on site, while they still have the unit and the context of the visit.
Example use case
User input
SR-2026-100442 resolution notes submitted for compliance review. Strainer fouling on MD987.
Agent summary
- As-found condition: present — fouled inlet strainer, pressure regulator out of adjustment
- Root cause: confirmed — strainer fouling
- Corrective action: present — strainer cleaned, regulator replaced (P/N 60427, lot L3318-02)
- Post-repair verification: present — vacuum leak test and full cycle, all in spec
Flagged by agent
Agent handoff
Record ready for Quality handoff:
- All four required fields confirmed complete
- Pathways reference validated against visit scope
- Recurrence note included for Quality awareness
Agent workflow
1. Technician enters resolution notes
Post-Work Documentation structures the notes into a record before close-out, including the Pathways reference.
2. Record checked against service-record requirements
As-found condition, root cause, parts traceability, and return-to-service testing are each reviewed.
3. Pathways reference validated
The agent confirms the referenced Pathways record covers the service visit, not just that a ticket number was entered.
4. Intake narrative reconciled against the resolution record
What the customer reported is checked against what the technician found and fixed.
5. Gaps flagged before the case closes
The technician completes missing details on site, with the unit still available and the visit still in memory.
