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What is the Risk Suggestion Agent?

The Risk Suggestion Agent brings Verity into the risk workflow of Cloud Engagements. You can now launch an interactive session from the Risks & controls page, and Verity proposes a considered set of risks for the engagement.

It works with you conversationally rather than in a single shot: it asks how many prior-year engagements to draw on, can pull from engagement documents such as board meeting minutes, and reasons over the engagement context and current risks before surfacing new risks for your review. The goal is to get you from a blank page to a strong first draft, faster — while keeping you fully in control of what's accepted.

Every risk Verity suggests is a draft for your independent review. It does not lock, sign off, or replace auditor judgment. You need to accept a suggested risk before you can edit it.

For a step-by-step walkthrough, see Use the Risk Suggestion Agent.

For additional support, see Risk Suggestion Agent FAQ.

Prerequisites

  • Your firm must have Caseware Verity licensed and enabled. There is no separate add-in to install.

  • You must be in a Cloud Engagement with the Risk & controls page. (Currently, the Risk Suggestion Agent is only available in OnPoint Audit.)