User Stories
Administrator
As an Administrator, I want...
- AI² to authenticate users through ADS's Okta SSO system so that access is secure, compliant, and consistent with ADS's existing authentication policies.
- to adjust AI²'s configurations—such as confidence score thresholds, routing rules, and notification preferences—so that the system aligns with the company's changing policies and workflows.
- to automatically assign incoming invoices to AP team queues based on supplier names.
- to connect AI² to ADS's Outlook inbox using Microsoft Graph API and to Oracle NetSuite through the Alteryx API so that invoices can be automatically pulled, processed, and synced with existing systems.
- the system to automatically rebalance supplier assignments between AP queues when workloads become uneven, so that invoice processing remains efficient.
- to view dashboards summarizing AI²'s matching accuracy, queue performance, and integration health so that I can monitor efficiency, detect errors, and ensure compliance with CMMC and FedRAMP guidelines.
- AI² to be hosted in a FedRAMP-compliant AWS GovCloud environment and maintain audit logs of all user and system actions so that the solution adheres to government security frameworks and can pass compliance reviews.
- to receive automatic alerts when integrations fail or when invoice routing encounters errors so that I can take corrective action promptly and maintain operational continuity.
AP Team Member
As an AP Team Member, I want...
- AI² to automatically pull invoice emails and attachments from the shared Outlook inbox using the Microsoft Graph API so that I can see all new invoices in one central dashboard without manually downloading them.
- AI² to flag invoices with low confidence scores and display the potential mismatched fields so that I can correct the data and help the AI learn over time.
- to view all invoices from my assigned suppliers in a personalized queue so that I can easily track, review, and complete my assigned workload.
Compliance Officer
As a Compliance Officer, I want...
- to perform routine reviews of AI²'s audit logs so that I can confirm that AI² is adhering to internal policies.
- to verify that invoice handling adheres to federal and state regulatory requirements and guidelines (including but not limited to FedRamp and DOD RMF) so that I can ensure that AI² is maintaining compliance.
- to ensure that invoice and user data is encrypted both at rest and in transit so that I can ensure AI² maintains required data protection standards under CMMC and FedRamp.
- to generate periodic compliance and audit reports summarizing access, invoice activity and data handling practices, so that I can document adherence to regulatory requirements.
- AI² to log all configuration or policy changes made by the administrators, so that I can ensure accountability and verify that no unauthorized adjustments compromise compliance.
AI Model Trainer
As an AI Model Trainer, I want to...
- document model training guidelines so that other members of my team or future AI Model Trainers have a standardized process to follow.
- retrain AI² so that I can continuously improve upon AI²'s pattern recognition.
- periodically assess AI²'s outputs so that I can evaluate how they align with company expectations and predetermined metrics.
- clean and anonymize invoice data so that I can use it for retraining purposes.
- be informed of the quality of the invoice matches so that I can improve the algorithm's performance.
- adjust model parameters and/or retraining schedules so that I can help AI² improve accuracy.
- monitor model accuracy so that I can assess AI² is meeting internal standards.
- collaborate with administrators so that I can guarantee that model updates remain compliant with data governance rules.