Trial Operations Agent
Coordinates operational activities such as monitoring visits, supply issues, and site payments.
Approved Data Connections
Data access is permission-scoped and governed by Agentic OS policies.
- ✕Patient-level PHI
- ✕Unapproved clinical datasets
Agent Permissions
Can analyze · Can prepare · Requires approval · Cannot execute autonomously.
- ✓Retrieve approved data
- ✓Analyze operational status
- ✓Calculate risk
- ✓Generate explanations
- ✓Recommend actions
- ✓Prepare actions
- ⚠External communications
- ⚠Operational escalations
- ⚠Workflow changes
- ⚠Creating external tasks
- ✕Modify clinical source data
- ✕Access unauthorized datasets
- ✕Access patient-level PHI
- ✕Execute high-impact actions autonomously
Autonomy Level
The agent may retrieve approved data, analyze operational risks, recommend interventions, and prepare actions. Consequential actions require explicit human approval.
AI Configuration
- • Permissions
- • Data validation
- • Risk thresholds
- • Workflow state
- • Fixed business rules
- • Intent interpretation
- • Cross-source synthesis
- • Contextual explanation
- • Recommendation generation
Principle: use deterministic automation where possible and AI reasoning where it adds contextual value.
Agent Evaluation
Synthetic Prototype Metrics — not production outcomes.
Outcomes feed the shared Agent Performance experience.
Audit & Traceability
- ✓User request
- ✓Agent identity and version
- ✓Data sources accessed
- ✓Risk assessment
- ✓Recommendation
- ✓Proposed action
- ✓Human approval / rejection
- ✓Executed action
- ✓Outcome
- ✓Evaluation feedback
All agent activity is traceable through the shared Agentic OS audit framework — visible in the Audit Trail. Approvals appear in Approvals.