Documents
What you can request
Each entry shows the format; the example files exist in English and German. The industry reports are print-ready documents of the full report; the web pages linked under each one carry the summary and the table of contents.
Reports and documents
AI and processes: why guardrails need transparent processes
The argument of the Processes before AI agents page as an 8-page document.
What you have in hand with patchley
The ten results with who takes part, plus typical occasions, as a one-page checklist.
Industry report: process capture in insurance
Core processes, where process knowledge gets lost, regulatory context, AI agents and guardrails, how to start.
Industry report: process capture in banking
KYC/AML onboarding and credit approval, where knowledge gets lost, MaRisk/GwG/DORA context, AI agents and guardrails.
Industry report: process capture in manufacturing
Order-to-delivery and supplier onboarding, where knowledge gets lost, ISO 9001/LkSG/EU AI Act context, AI agents and guardrails.
Example files (.bpmn)
Claims handling (example model)
Fictional example model: motor claim from first notice to payout or decline. BPMN 2.0, three lanes, one gateway, one control step.
Credit approval (example model)
Fictional example model: a loan request from the first document to disbursement, with a second vote for larger loans and a contract the customer signs. BPMN 2.0, four lanes, two gateways, one control step.
Employee onboarding (example model)
Fictional example model: from the signed contract to the completed onboarding, with HR, the manager and IT working in parallel and an approval of access rights before day one. BPMN 2.0, four lanes, a parallel pair, one control step.
Invoice approval (example model)
Fictional example model: an incoming invoice from capture to the scheduled payment, with a three-way match, an approval limit and a release by the approver. BPMN 2.0, three lanes, three gateways, two control steps.
KYC onboarding (example model)
Fictional example model: opening an account for a new customer, from the identity check through sanctions screening to the account in the core banking system. BPMN 2.0, four lanes, two gateways, one control step.
Order-to-delivery (example model)
Fictional example model: a customer order from order entry to the delivered goods, with a stock decision, production and a quality release before shipping. BPMN 2.0, four lanes, one gateway, one control step.
Policy onboarding (example model)
Fictional example model: a new policy from the application to the issued document, with a four-eyes review for risks outside the standard. BPMN 2.0, four lanes, two gateways, one control step.
Supplier onboarding (example model)
Fictional example model: a new supplier from nomination to the vendor master record, with a quality audit and a due diligence check running in parallel. BPMN 2.0, four lanes, a parallel pair and one decision gateway, one control step.
Offer approval with an AI-agent lane (example model)
Fictional example model: lanes, a gateway, data objects, systems and a control step. The same file for both readers: the diagram for people, the structure behind it for the AI agent.
Download request
Request a document
Choose the document, enter your email address, and we send it to you by email.
Your request is sent to info@patchley.com. We use the address to send the document and may contact you about it; nothing else. Details in the privacy policy.