Innovation #3

Patterns

Composable workflows that learn and evolve. Patterns combine skills into proven sequences that improve through use.

What are Patterns?

A pattern is a composable workflow that combines multiple skills into a proven sequence. Unlike rigid procedures, patterns track what works and evolve based on actual usage and outcomes.

Pattern: concentration-assessment-full
├─ Step 1: concentration-analysis (skill)
├─ Step 2: benchmark-comparison (skill)
├─ Step 3: stress-testing (skill)
└─ Step 4: powerpoint-generation (skill)
Success Rate:87%(143 uses)
Avg Duration:4m 32s

Key Characteristics

Proven Sequences

Successful workflows validated through repeated use

Success Tracking

Monitor performance, confidence, and usage metrics

Continuous Evolution

Patterns improve based on feedback and outcomes

Pattern Categories

75+ patterns organized by use case

Assessment Patterns (20+)

Risk Assessments

Complete assessment workflows combining analysis, benchmarking, and reporting

  • • concentration-assessment-full
  • • credit-quality-review
  • • market-var-validation
  • • operational-scenario-assessment
  • • liquidity-stress-test-full

Implementation Patterns (15+)

Framework Implementation

End-to-end implementation roadmaps for regulatory frameworks

  • • ifrs9-implementation-roadmap
  • • basel-iii-compliance-program
  • • frtb-migration-plan
  • • climate-tcfd-implementation
  • • model-risk-sr11-7-setup

Reporting Patterns (10+)

Structured Reports

Comprehensive reporting workflows from data to presentation

  • • board-risk-report
  • • regulatory-submission
  • • quarterly-risk-review
  • • executive-dashboard
  • • audit-committee-pack

Query Patterns (30+)

Natural Language Queries

Ad-hoc analysis patterns for natural language reporting

  • • exposure-drill-down
  • • what-if-analysis
  • • compliance-check
  • • trend-comparison
  • • peer-benchmark

Pattern Evolution Lifecycle

Patterns aren't static. They evolve based on usage and success metrics.

1. User Workflow

Perform manual workflow

2. Pattern Detected

System recognizes sequence

3. Save as Pattern

User saves workflow

4. Track Success

Monitor usage & outcomes

5. Promote

Recommend to others

Experimental

< 50 uses

Testing phase, gathering feedback

Validated

50-100 uses

Proven reliable, recommended

Promoted

100+ uses

Highly trusted, widely adopted

Example Patterns

Credit Risk Assessment

concentration-assessment-full

Success Rate
87%
Uses
143
Duration
4m 32s
Workflow (4 skills):
1. concentration-analysis (skill)
2. benchmark-comparison (skill)
3. stress-testing (skill)
4. powerpoint-generation (skill)

Reporting

board-risk-report

Success Rate
92%
Uses
128
Duration
6m 15s
Workflow (5 skills):
1. portfolio-analysis (skill)
2. trend-analysis (skill)
3. regulatory-summary (skill)
4. executive-summary (skill)
5. powerpoint-generation (skill)

Scenario Analysis

what-if-scenario

Success Rate
84%
Uses
117
Duration
3m 45s
Workflow (3 skills):
1. scenario-modeling (skill)
2. impact-calculation (skill)
3. report-generation (skill)

Dynamic Pattern Creation

Your workflows automatically become patterns. The system learns from how you work and suggests creating reusable patterns.

Example:

You perform: Portfolio Analysis → Trend Analysis → Executive Summary → PowerPoint three times in a week.

System Suggestion:

"We noticed you frequently use this workflow. Would you like to save it as a pattern called 'quarterly-portfolio-review'?"

Share Patterns Across the Community

Your successful patterns can benefit the entire community. Share methodology (not data) and benefit from patterns developed by other risk professionals.

Explore Skills Sharing →

Context Management → Skills → Patterns → Goal Alignment

Context provides the foundation. Skills provide capabilities. Patterns orchestrate workflows. Goal Alignment ensures everything connects to strategic outcomes.