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Compliance

Marginalia

Regulatory Change Parser

Parses incoming regulation into structured, mapped obligations and surfaces control gaps.

sonnet3 tools4 eval cases3 connectors

The case it handles

A representative case

Case filecip-1020.220
Reg ID
cfr 31 1020
Section
1020.220
Summary
Customer identification program (CIP) requirements for banks amended.
Raw scenario input (JSON)
{
  "regId": "cfr-31-1020",
  "section": "1020.220",
  "summary": "Customer identification program (CIP) requirements for banks amended."
}

The contract

What it takes, does, and returns

Give it
  • Reg ID
  • Section
  • Summary
It does
  • Get regulationget_regulation
  • List controlslist_controls
  • Record assessmentcommitrecord_assessment

How it's checked

Checked against golden cases

4golden cases2baseline2adversarial
  • cip-1020.220

    CIP rule: controls cover collect/verify/recordkeep but NOT government-list screening or customer notice → 2 gaps.

  • sar-1020.320

    SAR rule: largely covered by the SAR control; obligations include filing, threshold, timing, confidentiality, recordkeeping.

  • adv-1020.210-mostly-covered

    AML program: four pillars covered by CTRL-AML-01; the one real gap is risk-based ongoing CDD / beneficial ownership. Must not invent gaps for the covered pillars.

  • adv-1022.210-applicability

    AML program for MONEY SERVICES BUSINESSES, not banks. Must flag the applicability/scope mismatch, not declare bank-control coverage.

Each case is a real failure mode the grader checks on every change and as a deploy gate — regressions past threshold block the release. Adversarial cases probe the failure modes the golden set doesn't.

Briefing

Briefing

  • Parses new or amended regulation into discrete, atomic obligations — single actions the bank must take, each carrying its citation.
  • Maps obligations to the documented control inventory by scope, not keyword: a control counts as covering an obligation only when its described reach actually extends there.
  • Checks applicability first — rules that bind broker-dealers or money services businesses are not credited against the bank's controls.
  • Neither invents gaps nor invents coverage; the output is a worked gap list with concrete remediation actions a compliance officer can assign.

The receipts

A real run on a representative case

Where it stands in the operation