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LuminIQ - Lumin Agents Overview

This article will give an overview of Lumin Agents and their capabilities.

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 Estimated Read Time: 5 Minutes

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What is a Lumin Agent?

Lumin Agents are your Digital Workers that carry out specific tasks within Gatekeeper with speed, accuracy, and consistency. Each Lumin Agent performs a different role and is tailored to your unique requirements, for example:

  • A Vendor Onboarding Lumin Agent - Reviews a vendor’s due diligence questionnaire and supporting documents in seconds, automating your internal review process and accelerating onboarding decisions.
  • A Contract Review Agent - examines a draft contract against your contract playbook to accurately decide whether it adheres to your standards, highlighting any non-standard clauses with clear explanations.

Note: To get started with LuminIQ Agents, please join the waitlist.

Lumin Agent Capabilities

Lumin Agents can automate approval processes on a workflow by reviewing vast amounts of data and checking it against defined criteria. When assigned as the owner of a workflow phase, a Lumin Agent can review data submitted on a form using custom instructions, and determine whether to accept or reject the workflow card. This streamlines the review processes by minimising time spent on manual tasks.

 

What Decisions Can the Agent Make?

The Lumin Agent can review all data submitted as part of a request as well as associated files, then make a decision against predefined rules, such as:

  • Spotting conflicts and contradictions - for example, flag any inconsistencies, such as a contract marked as Standard but with custom clauses added in the draft document.
  • Evaluating against complex numerical thresholds - for example, reject contract requests where the total value exceeds £100,000, unless flagged as executive-sponsored.
  • Validating responses in context - for example, approve only if the contract type matches the entity’s policy preferences, such as enforcing MSAs for enterprise deals.
  • Verifying dates dynamically - for example, flag start dates in the past, or requests with inadequate lead times.
  • Checking form completion and file uploads - for example, reject if certain form fields are left blank or if a specific document upload is missing.

Note: The Lumin Agent can combine rules to evaluate requests in their entirety, applying complex logic across large volumes of data.

Using Lumin Agents in Workflows

A Lumin Agent can be added to workflows in two main ways, depending on how you want the review process to run:

  • Human-in-the-loop: A Lumin Agent works in co-ordination with a human reviewer, either before, after, or alongside them.
    • In a separate phase: A Lumin Agent acts independently before or after a human reviewer. 
    • As a parallel reviewer: A Lumin Agent can review cards at the same time as a human approver within the same phase.
  • Fully autonomous: A Lumin Agent makes decisions entirely on its own, without human intervention.

Review a Lumin Agent's Decision on a Workflow Card

After a Lumin Agent approves or rejects a card, click on the card to open it and review the decision. You'll see an entry showing the decision with the LuminIQ icon , and an explanation of which criteria the agent used. This will appear by default when opening the card under Latest Approval Activity, as well as in the History tab:

Note: For further information on LuminIQ, see the LuminIQ Overview.