Compliance checks for energy certificates
Check installation records against the scheme rules you work to, flag what is missing, and keep a record that stands up in an audit. A person approves anything the rules can't settle.
The playbook in 54 seconds
What each agent checks and who decides the exceptions. All videos
What you can build for energy
Rebate certification
Rebate certification reads an installation record, customer declaration, invoice and photo list. It checks the declaration is signed, dates and serial numbers are consistent and each item has a photo, then sends gaps to a compliance reviewer before certificates are submitted.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks an energy rebate job before certificate submission. From the installation record, customer declaration, invoice and photos list, extract the installer, installation date, address, equipment model and serial numbers, and signatures. Check that the customer declaration is signed, the installation date is on or after the equipment purchase date, the serial numbers on the invoice match the installation record, and a photo is listed for each installed item. If any check fails, send it to the compliance reviewer for a decision. Then write a short job check record.
Renewable compliance
Renewable compliance reads generation or installation records and the certificate register extract. It checks accreditation numbers, certificate quantities against the eligible quantity and overlapping periods, then sends problems to the compliance manager with a summary.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks renewable energy certificate records for compliance. From the generation or installation records and the certificate register extract, extract the site, capacity, accreditation number, each certificate period and quantity, and the eligible quantity stated in the records, and flag whether any period overlaps another. Check that the accreditation number is present, the certificate quantity does not exceed the eligible quantity, and no certificate period overlaps another. If any check fails, send it to the compliance manager for a decision. Then write a short compliance summary.
Regulatory filing check
Regulatory filing check reads a draft filing, its attachments and your requirements checklist. It checks every required section is present and the key figures match the attachments, then sends gaps to the filing owner before submission.
Tested: clean set completed; 2 of 2 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks a regulatory filing before submission. From the draft filing, its supporting attachments and your filing requirements checklist, extract the reporting period, the key figures in the filing and in the attachments, and the required sections. Check that every required section is present, the key figures in the filing match the supporting attachments, and the reporting period is stated. If any check fails, send it to the filing owner for a decision. Then write a short pre-submission check record.
The brief is what you type into the Docy AI assistant. Agents tagged Open Docy can also be built by hand on the open-source canvas. Agents tagged Docy AI may need custom code, a knowledge list or a policy node, which Open Docy does not include.
Your rules. A person's decision. A record.
Send the job packs
Upload installation records, declarations, invoices and supporting documents.
Apply the scheme rules
Requirements you supply are checked the same way on every job. Gaps stop and go to a reviewer.
Keep the record
Each run records what was checked and who approved it, ready for an audit.
Be clear about the limits
- The rules are yours. Check them against the current scheme rules; agents don't track regulatory changes.
- They don't submit to a regulator or certificate registry. They check the pack before you do.
- These agents check documents against rules you set. They do not replace the people who make the decision.
- We have tested these: each completed a clean test set and flagged the errors we planted in a flawed one. Test on your own files before relying on them.
Want to try one on your own energy documents?
Tell us which documents you work with and which check would save you the most time.