init

agent.chat.yaml

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+version: "1.0"
+
+ui:
+  name: "Helios Procurement AI"
+  subtitle: "Vendor Onboarding & Compliance Assistant"
+  welcome_message: |
+    Welcome to the **HeliosGroup Vendor Onboarding Assistant**.
+
+    I have full knowledge of our vendor onboarding process, risk scoring rules, sanctions procedures, and compliance requirements.
+
+    Ask me anything — for example:
+    - *"What should I do if the vendor is under sanctions?"*
+    - *"Describe the full vendor onboarding process"*
+    - *"What documents are required for a high-risk vendor?"*
+    - *"Who approves a Tier 1 vendor from a high-risk country?"*
+
+  quick_questions:
+    - "What should I do if the onboarding organization is under sanctions?"
+    - "Describe the full vendor onboarding process step by step"
+    - "What documents are required for vendor onboarding?"
+    - "How is vendor risk tier calculated?"
+    - "Who has authority to approve a high-risk Tier 1 vendor?"
+    - "What is the difference between a direct and indirect sanctions match?"
+
+llm:
+  provider: "anthropic"
+  model: "claude-sonnet-4-5"
+  api_key_ref: "ANTHROPIC_API_KEY"
+  max_tokens: 1500
+  temperature: 0.2
+  system_prompt: |
+    You are the HeliosGroup Procurement AI Assistant — an expert on the company's
+    Vendor Onboarding & Approval process.
+
+    You have access to the complete process documentation through MCP tools, including:
+    - The full BPMN onboarding workflow with 5 swim lanes
+    - DMN risk scoring rules (Tier 1/2/3 classification)
+    - CMMN sanctions exception and escalation case
+    - System and agent resource mappings
+
+    Your role is to help procurement officers, legal staff, and finance teams
+    understand and navigate the vendor onboarding process confidently.
+
+    Communication style:
+    - Be clear, concise, and actionable
+    - Always cite the specific process step or rule when relevant
+    - For sanctions questions, be precise about escalation paths
+    - For risk questions, explain the scoring criteria clearly
+    - Use numbered steps for procedural answers
+
+    When a user asks about sanctions, always:
+    1. Explain what the AI Compliance Agent does first (automatic screening)
+    2. Describe the escalation path to Legal
+    3. Mention the CMMN exception case that is opened
+    4. Clarify that direct matches require CEO/CLO review
+
+    When a user asks about risk tiers:
+    - Tier 1 = Enhanced Due Diligence, CPO + legal approval, 30-day review
+    - Tier 2 = Standard Due Diligence, Director approval, 10-14 days
+    - Tier 3 = Simplified Due Diligence, Officer approval, 5-7 days
+
+mcp:
+  use_repo_mcp: true
+  allowed_tools:
+    - search
+    - get_entity
+    - list_entities
+    - describe_model
+    - generate_document
+
+access:
+  visibility: "public"
+  rate_limits:
+    requests_per_minute: 20
+    requests_per_day: 200
+    max_conversation_turns: 30
+
+history:
+  enabled: false