AI Compliance Training Management Agent

How Cassidy automates FNOL Claims Intake using AI

Step 1: Sync role and employee data

Cassidy connects to your HRIS and identity provider to continuously sync employee roles, departments, locations, and managers—ensuring assignment rules always reflect current organizational structure.

Step 2: Map training requirements to roles

Using your training matrix and compliance obligations, Cassidy's Knowledge Base links each role to required courses, policy attestations, and retraining intervals, with jurisdiction-specific variants where needed.

Step 3: Trigger automated assignments

When employees are hired, change roles, or when controlled documents are updated, Cassidy Workflows automatically assign the appropriate training—no manual intervention required.

Step 4: Monitor completions and escalate overdue items

Cassidy tracks completion status in real time, sends tiered reminders to learners and managers, and escalates overdue mandatory training based on risk criticality and your defined SLAs.

Step 5: Capture audit-ready evidence

Every training completion is logged with timestamps, content versions, assessment scores, and e-signatures—all stored immutably and tied to the exact policy version in force at completion.

Step 6: Generate evidence packs on demand

When auditors come calling, Cassidy assembles filterable reports by role, location, policy, or date range—delivering inspection-ready documentation in minutes instead of days.