Use cases
A comprehensive view of governed agentic work, organized across three lenses: the business domain that owns the workflow, the industry vertical that frames its risk and economics, and the enterprise system of record where the work actually lands.
Three lenses, one platform
Every YAAIF use case lives at the intersection of a business domain, an industry, and one or more enterprise systems. The lenses below let executives navigate the same catalogue from whichever side maps to how their organization is run.
Lens 01
The functional owner who runs the workflow today.
Finance, procurement, supply chain, HR, customer service, IT, risk, audit, legal, marketing, R&D, and security operations. The lens an enterprise architect or a process owner naturally reaches for.
Best when: you already know which function needs the next governed AI lift.
Lens 02
The regulatory, operational, and competitive context.
Banking, insurance, healthcare, life sciences, manufacturing, retail and CPG, energy and utilities, telecom, logistics, public sector, professional services, and higher education. The lens regulators, auditors, and boards use.
Best when: the risk profile and regulator vocabulary are the deciding constraints.
Lens 03
The systems of record where the work actually lands.
SAP, Salesforce, Oracle, Microsoft Dynamics, Workday, ServiceNow, Coupa, Anaplan, Atlassian, industry-specific platforms (Guidewire, Epic, Murex, Manhattan, Blue Yonder), and the long tail of legacy and desktop applications.
Best when: the platform team is asking which integrations the rollout will touch.
The same governance posture applies in every lens. Policy gates, human approvals, identity boundaries, and an append-only audit trail apply to every action, in every domain, in every industry, on every system. The lens is for finding work; the platform is what runs it.
Lens 01 · By business domain
Each card lists the work the agent owns, the human approval points, and the systems most commonly touched. Coverage is illustrative, not exhaustive; YAAIF is configured per customer.
Close cycles, controls, reconciliations, tax, treasury, and FP&A under controller-grade audit.
Typical systems: SAP S/4HANA, Oracle Fusion, NetSuite, Microsoft D365 F&O, BlackLine.
Source-to-Pay execution with policy-bound supplier interaction and audit-ready approvals.
Typical systems: SAP Ariba, Coupa, Oracle Procurement, Jaggaer, Icertis.
Demand, planning, and logistics work that turns event noise into governed decisions.
Typical systems: SAP S/4HANA, Oracle SCM Cloud, Blue Yonder, Manhattan Active, Kinaxis.
Hire-to-retire moments where policy and consistency matter more than free-text creativity.
Typical systems: Workday, SAP SuccessFactors, Oracle HCM, ADP, BambooHR, ServiceNow HRSD.
Pipeline hygiene, deal-desk discipline, and forecast accuracy without the spreadsheet swamp.
Typical systems: Salesforce Sales Cloud, Microsoft D365 CE, HubSpot, Gainsight, Clari.
Volume, context, and resolution speed across chat, email, voice, and self-service.
Typical systems: Salesforce Service Cloud, Zendesk, ServiceNow CSM, Genesys, NICE.
Tickets in, tickets out, with the platform doing the work between, under change control.
Typical systems: ServiceNow ITSM, Atlassian Jira Service Management, BMC Helix, Freshservice.
Control execution and second-line evidence work, kept current without spreadsheet sprawl.
Typical systems: ServiceNow GRC, Archer, OneTrust, MetricStream, LogicGate.
Repeatable testing with sample selection, evidence pulls, and workpaper drafting that auditors can defend.
Typical systems: AuditBoard, Workiva, TeamMate, MetricStream, ServiceNow IRM.
The intake, review, and tracking work that absorbs paralegal hours without producing leverage.
Typical systems: Icertis, DocuSign CLM, Ironclad, Litera, Salesforce + custom CLM.
Campaign hygiene, segmentation, and creative ops without surrendering brand or compliance control.
Typical systems: Salesforce Marketing Cloud, Adobe Experience Cloud, HubSpot, Braze.
Tier-1 triage, evidence gathering, and orchestrated response, every action logged for forensics.
Typical systems: Microsoft Sentinel, Splunk, CrowdStrike, ServiceNow SecOps, Tenable, Wiz.
Lens 02 · By industry vertical
Each industry below carries a different mix of regulatory, operational, and customer pressure. The workflows shown are the ones executives most often pilot first, because they have measurable cost or risk owners ready to defend them.
Regulator-grade controls on every action; competitive pressure on cost-to-serve and decision speed.
Underwriting, policy admin, and claims, where speed and consistency are both compliance issues.
Patient-first workflows where HIPAA, PHI handling, and revenue integrity all matter at once.
Regulated processes (GxP, pharmacovigilance, MLR) that must remain explainable end-to-end.
Plant floor, supply chain, and service operations where minutes of downtime have a price.
Demand, merchandising, store ops, and trade promotion, all governed against brand and channel policy.
Asset-heavy operations with regulatory reporting and customer service pressure on the same record.
OSS/BSS heavy, with order-to-activate complexity and a service-assurance clock that never stops.
Event-driven operations where milliseconds of awareness convert into hours of saved transit.
Citizen service and benefits administration with sovereignty, transparency, and FOIA-grade audit.
Time, knowledge, and engagement-margin work, with confidentiality across multiple client tenants.
Student-facing service and back-office operations under FERPA, IRB, and funding-agency oversight.
Lens 03 · By enterprise system
YAAIF integrates with the systems your enterprise already runs. Below are the system families most commonly involved in pilots, with representative use cases the agent owns end-to-end.
YAAIF is system-agnostic. Skills and capabilities map to whatever the customer runs; governance, identity, and audit posture are unchanged. The system list below is illustrative, not a limit.
S/4HANA · ECC · SuccessFactors · Ariba · Concur · IBP · Fieldglass · BTP / Joule
YAAIF runs alongside the SAP estate, complementing Joule on workflows that cross SAP and non-SAP systems and where customers need a governance layer that is not bound to any single vendor's roadmap.
Sales Cloud · Service Cloud · Marketing Cloud · Data 360 · MuleSoft · Industries Clouds · Agentforce
YAAIF sits outside the Salesforce org and works across it. Agentforce is excellent inside the CRM; YAAIF spans CRM plus ERP, billing, identity, and the rest of the operating estate with a single audit trail.
Fusion ERP · Fusion HCM · NetSuite · E-Business Suite · PeopleSoft · Siebel · OCI
YAAIF connects Fusion-era applications, classic Oracle EBS / PeopleSoft installations, and NetSuite mid-market estates into one governed agent fabric, with deep desktop-agent coverage where APIs are thin.
Dynamics 365 F&O · Business Central · Customer Engagement · Power Platform · Teams · SharePoint · Sentinel
YAAIF is a Teams-native channel and a first-class peer to the Microsoft estate. Where Copilot accelerates individual productivity, YAAIF runs cross-system work end-to-end under governance.
Workday HCM · Workday Financials · Workday Adaptive Planning · Workday Strategic Sourcing
YAAIF orchestrates work that starts in Workday and reaches into ITSM, identity, payroll providers, and the rest of the back office; it does not replace Workday-native processes.
ITSM · ITOM · HRSD · CSM · GRC / IRM · SecOps · Now Assist
YAAIF complements Now Assist by orchestrating work that crosses ServiceNow and external systems, with a single governance layer regardless of whether the action happens in the Now Platform or elsewhere.
Guidewire · Duck Creek · Epic · Cerner / Oracle Health · Murex · Calypso · Manhattan · Blue Yonder · Veeva · Genesys · NICE
The platforms that effectively are the operating model in their industry. YAAIF treats them as first-class systems of record, with the same orchestration, approval, and audit posture.
Coupa · Anaplan · OneStream · BlackLine · HubSpot · Adobe Experience Cloud · Atlassian · Snowflake · Databricks
The point platforms that sit between the big ERPs and the work. YAAIF stitches them into governed flows without forcing teams off the tools that already work.
Mainframe (CICS, IMS, DB2) · IBM i (AS/400) · Green-screen apps · Custom desktop software · Citrix-published apps · Bespoke web apps
The systems with no modern API and no roadmap to get one. The YAAIF Desktop Agent operates them on the user's behalf, under the same approval gates and audit trail as any API-driven workflow.
Composite scenarios
Real pilots usually sit at the intersection of an industry, a business domain, and a specific stack. Five anonymized composites below show the shape of work YAAIF runs end-to-end.
The Ambient Agent watches the close calendar. As each entity hits its cutoff, the agent assembles intercompany reconciliations, drafts accrual proposals against prior-period evidence, and routes flux commentary to controllers in Teams. Every posting waits for a named approver; the close packet is regulator-ready before the auditors arrive.
FNOLs arrive via voice, email, and the customer portal. The Chat Agent collects structured input, validates coverage in Guidewire, opens the claim, and routes it to the right adjuster queue. High-risk indicators are flagged for SIU review; every step is captured in the run trace for compliance and regulator sampling.
The agent reads the encounter in Epic, identifies prior-auth-requiring services, drafts the payer packet using policy-fit evidence, and submits through the appropriate channel. Status checks run on a schedule; denial responses are routed to the right human owner with a drafted appeal where the policy supports it. PHI access is bounded by the user's existing role.
The Ambient Agent runs the periodic-review calendar. For each client due, it pulls the latest identification, screens against sanctions and PEP lists, opens cases for missing documents, drafts client outreach, and prepares a packet for the compliance officer to approve or escalate. Audit evidence is preserved on a per-action basis.
When an order falls out, the agent correlates events across the OSS/BSS stack, fixes the breakage against playbooks where it can, opens a ServiceNow ticket where it cannot, and proactively notifies the customer with a realistic ETA. SLA timers and approval gates are enforced; engineering teams see a clean queue instead of duplicated tickets.
The agent normalizes inbound adverse-event reports from call center, email, and portal sources, produces a draft case narrative against company templates, classifies seriousness, and queues the case for a safety physician. Regulatory clocks and human approval gates are explicit; the audit trail supports inspection-readiness.
Same governance, regardless of dimension. Whichever lens you came in through, the policy gates, human approvals, identity boundaries, and append-only audit trail are the same. The lens is for navigating use cases. The platform is what defends them in front of your auditors and your board.
Next step
In a 30-minute briefing we will pick one workflow from the lenses above, map it to your systems and governance environment, and outline a defensible 30-day pilot.
YAA\IF