A policy-checking copilot that cites the page

The copilot opens beside any check and answers questions about it the way an experienced account manager would brief a colleague: the answer first, then why, then what to do next. It reads the check through six read-only lookups, cites the document and page, and never takes an action.

The six lookups

Lookup	What it returns
`check_summary`	The check at a glance: insured, line, carrier, stage and what blocks the next one, counts, controls, what the agents prepared.
`proofing_results`	Every check that didn’t pass, with both documents’ values, pages and how a person resolved it.
`renewal_changes`	Each change against the expiring, broader or narrower, at quote, binder and policy.
`document_fields`	What was read into the coverage model, which documents agree, labels unmapped.
`corrections`	Requests to the carrier: what, status, sent, due, the response.
`search_documents`	Passages from the check’s documents matching a query, each with its page.

sequenceDiagram participant U as Account manager participant C as Copilot participant T as Lookups (read-only, your scope) participant G as Figure check U->>C: What doesn't match the binder, and what goes to the carrier first? C->>T: check_summary C->>T: proofing_results T-->>C: failures with pages C->>G: draft answer G-->>C: unsupported figures replaced C-->>U: answer with sources, suggested next steps as links

What to ask

Ask the copilot	Lookups it calls	What the answer covers
“What doesn’t match the binder?”	check_summary, proofing_results	Each failure with both values and pages, by severity
“What narrowed at renewal?”	renewal_changes	Each narrowing at quote, binder and policy, and what the summary must say
“Where is the carrier on our corrections?”	corrections	Each request’s status, due date and response; which are overdue
“Does the policy mention a waiver of subrogation?”	search_documents	The passages, with pages
“Can this go to the client today?”	check_summary	What blocks delivery, in the controls’ words

The guardrails

Scope: the lookups run with the asker’s scope — the same as the screens.
Figures: every figure in the answer is checked against what the lookups returned; an unsupported one is replaced, never shown.
No actions: the copilot suggests; the workspace is where a person acts.
No model: with the copilot’s model off, it answers from the facts directly.