Procurement Playbook
Invite to activated supplier, with KYB (know your business) checks, contracting, and ERP setup handled end to end.
Each stage below is a step the WorkStream Playbook Engine runs. Stages marked as agent work are completed by stage-scoped agents. Stages marked as human are held for a person before the run continues.
Supplier invited to the portal
Tax, banking, and company documents collected
Identity, sanctions, and financial health checks scored
MSA (master service agreement) issued, redlines tracked to signature
Supplier record written back to the ERP
Agents scoped to this Playbook
Vendor onboarding. Edited by the procurement lead.
Vendor onboarding. Edited by the compliance owner.
Vendor onboarding. Edited by the controller.
Rules accumulate. A run that starts on v5 finishes on v5, bound to the ruleset below and recorded against it in the Execution Ledger.
Documents before review
Tax and banking documents must be on file before any review starts
Sanctions screening
Every supplier is screened against sanctions lists at submission
Gate on the risk score
A supplier scored high risk cannot advance to contracting without a compliance owner sign-off
Score kept with the record
The score and the evidence behind it are recorded with the supplier record
Out-of-band confirmation
A change to supplier banking details requires confirmation on a separately held contact
No agent-only activation
Activation in the ERP after a banking change requires a human approval