These patterns provide a faster starting point for solution design. Each implementation is still adapted to the client’s data, process, users, risk, and technology environment.
Each pattern combines user experience, data and workflow design, control requirements, implementation components, and operational ownership.
Teams that need reliable answers from approved internal policies, procedures, manuals, standards, or project documentation.
Curated sources, permission-aware retrieval, grounded responses, citations, feedback, logging, and content-owner workflow.
A role-based RAG assistant with source governance, testing, administrative guidance, and monitoring.
High-volume review of policies, contracts, questionnaires, audit material, reports, or structured submissions.
Document intake, extraction, controlled prompts, comparison, issue tracking, human review, and exportable results.
A secure workspace that accelerates review while preserving traceability and reviewer accountability.
Organizations that repeatedly collect, map, review, and report evidence for controls, audits, customers, or certifications.
Control library, evidence requests, owners, due dates, mapping, status, exceptions, reminders, and reporting.
A governed evidence workflow that reduces manual coordination and improves audit visibility.
Processes that begin with a request and require structured information, review, risk checks, approval, tracking, and notifications.
Forms, validation, routing, approval rules, human decision points, service-level tracking, records, and dashboards.
A controlled workflow for requests such as policy exceptions, vendor reviews, AI use cases, or remediation actions.
Specialist teams that need structured assistance with preparation, analysis, drafting, or recurring knowledge tasks.
Role-specific use boundaries, approved sources, task templates, human review, quality testing, logging, and usage guidance.
An internal copilot configured around a defined role and measurable task set rather than open-ended general use.
Organizations that need consistent aggregation of risks, findings, actions, control status, evidence, and milestones.
Data model, workflow integration, validation, metrics, commentary, trend views, ownership, and reporting cadence.
A repeatable reporting solution that improves decision visibility without obscuring source evidence.
DTXI evaluates feasibility and value before recommending implementation.
The intended users, task, pain point, and current process can be described and observed.
Required data or documents are available, permitted, sufficiently reliable, and governed by identifiable owners.
The solution’s decisions, outputs, actions, and potential impact can be constrained and reviewed.
Time, quality, consistency, evidence, throughput, or user experience can be compared before and after.
Business Automation covers discovery, design, controls, implementation, testing, adoption, and operation. A solution pattern accelerates the design by providing a reusable starting structure.
The need resembles a common knowledge, evidence, or workflow problem and a reusable reference architecture can reduce design time.
The process, data, integrations, organizational change, or control requirements need deeper discovery and custom design before a solution pattern can be selected.
