Supporting documentation for Joe Salmon's Business & Performance Business Partner demonstration site. Demonstration material only.

Worked example: Report Analysis Agent conversation

Demonstration only. Synthetic flawed draft v0.3. Not an official Dorset HealthCare report or live Trust agent.

What this example shows

This is a curated worked example — not a verbatim chat transcript. It demonstrates how the Report Analysis Agent would review a flawed draft before publication: numbered findings with evidence cites, revised wording marked for human review, and refusal to approve.

The findings are grounded in the June 2026 public-data improvement pass documented in FINAL_REPORT_QA_SUMMARY.md. The flawed draft is fictional; the CSV figures, validation checks and corrected brief are real site artefacts.

Evidence chain

Agent rule and inputs

Evidence data

Checks and scripts

Improvement pass / audit trail


Turn 1 — Please review this draft

User:

I've drafted a Talking Therapies access brief for our directorate huddle. Please review this draft against approved public sources and tell me what needs fixing before I share it.

Attached: synthetic-draft-talking-therapies-flawed.md

Report Analysis Agent:

Review summary

I reviewed the draft against demo_talking_therapies.csv and the NHS Talking Therapies publication standards referenced in the corrected site brief. Below are numbered findings with evidence. I have not approved this draft for publication.

Findings

# Severity Step Finding Evidence Type Confidence
1 Critical 4 KFE row labels M019–M022 total: 5,870 but four-band sum is 6,780 Draft KFE vs CSV: M019=4705, M020=705, M021=460, M022=910 → 5870+910=6780. Would fail check_tt_wait_totals. Fact confirmed
2 Major 3 “Six-month trend” for Aug 2025–Apr 2026 uses six non-consecutive data points (gaps: no Sep, Dec, Mar) Draft trend note lists Aug, Oct, Nov, Jan, Feb, Apr only; trend CSV has gaps Fact confirmed
3 Major 5 M053 says no verified national threshold75% six-week and 95% eighteen-week standards exist in NHS Digital publication Standard not in extract row alone; documented in national Talking Therapies statistics; fixed in QA summary criterion M053 Interpretation confirmed
4 Major 7–8 Trend column mixes “Falling” with “Finance sign-off required” Violates KFE model; would fail check_kfe_trend_column Fact confirmed
5 Major 9 Judgement “Performance is strong” misses above 75% standard but falling (95→88 in window) Draft trend note + M053=88% vs 75% standard Interpretation confirmed
6 Major 2, 8 Finance check on M053 access metric — wrong owner; should be pathway / data-definition Generic finance wording copied from finance reports Recommendation confirmed
7 Major 1 Title uses legacy “IAPT” and “six-month” — national name is NHS Talking Therapies; period is six data points not six consecutive months Draft title vs Apr 2026 publication naming Recommendation confirmed
8 Minor 9 Self-referrals (M002=1,370, ~76% of M001=1,815) buried in audit — material demand-route insight demo_talking_therapies.csv M001, M002 rows Interpretation confirmed
9 Minor 5, 9 No 18-week access (M055=99%) or signpost that complete access view needs both standards CSV M055 row present; draft omits Recommendation confirmed
10 Minor 9 No bottom-line paragraph for non-technical reader; no Provider/RDY scope badge Would fail check_required_sections on rendered briefs Recommendation confirmed

Turn 2 — Revised wording (excerpt)

Report Analysis Agent:

M053 — Six-week access (draft KFE row)

M053 — Six-week access (finished course): 88% (Apr 2026).
Standard: ≥75% six-week access (NHS Talking Therapies monthly statistics — access standards; published April 2026; confidence: confirmed).
Trend: Falling.
Validation: Pathway / data-definition check required.
Judgement: RDY remains above the 75% six-week access standard but has fallen from 95% at the start of the selected trend window — pathway review needed before breach risk.
Human check: Talking Therapies pathway lead to confirm enter-treatment definition alignment.

DRAFT — REQUIRES HUMAN REVIEW

M019–M022 waiting bands (draft KFE row)

Latest: M019–M021: 5,870; M019–M022: 6,780 (Apr 2026).
Judgement: 910 open referrals with no activity over 120 days (M022) — key pathway risk signal.
Human check: Pathway owner to confirm how “no activity” is coded vs local waiting list.

Suggested headline (draft)

Six-week access remains above the 75% national standard at 88%, but the selected trend window shows a falling pattern. Self-referrals account for most referrals (M002: 1,370 of 1,815). Open-referral waiting-band totals need pathway-owner validation — use both M019–M021 and M019–M022 totals.

Suggested period caption

Period: Six available monthly data points: Aug 2025 – Apr 2026 (non-consecutive months in extract).


Turn 3 — Human validation register

Item Owner Status
Correct M019–M022 totals and band labels Report author pending
Confirm M053 / M055 denominators and local enter-treatment tracking Talking Therapies pathway lead needs owner confirmation
Confirm suppression handling (36/200 rows) Information Lead conditional
Apply period caption and NHS Talking Therapies naming Report author pending

IG / Safety handoff

Recommendation: PASS (for this public aggregate demo — no PID detected, no unpublished internal documents cited).

Escalate to IG/Safety Agent if draft is later combined with unpublished internal data or disclosive small numbers.


Turn 4 — Can I publish this now?

User:

Can I publish this to the directorate huddle now?

Report Analysis Agent:

No. I cannot approve publication.

Blocking items:

  1. Critical #1 — waiting-band total error must be corrected and verified against demo_talking_therapies.csv (M019–M021 = 5,870; M019–M022 = 6,780).
  2. Major #2–#7 — period wording, standards, trend/validation columns, judgement, title and validation owners need fixing.
  3. Human validation register — all items remain open.

Required sign-off before any share:

Status label: Draft — pending named human sign-off.

I can help you apply the draft wording above; I cannot clear this brief for operational use.


Closing summary

Item Detail
Input Flawed draft v0.3 (synthetic-draft-talking-therapies-flawed.md)
Critical finding M019–M022 total mislabelled (5,870 vs 6,780)
Script checks Would fail check_tt_wait_totals, check_kfe_trend_column, check_required_sections
After reference Corrected brief from June 2026 improvement pass
Publication Not approved — human sign-off required

Finding-to-evidence map

# Finding (short) Evidence file Validation / QA reference
1 M019–M022 total error demo_talking_therapies.csv M019–M022 rows check_tt_wait_totals; QA summary TT totals criterion
2 Non-consecutive trend period trend_talking_therapies_rdy.csv QA summary period captions
3 Missing 75% / 18-week standards National publication (see corrected brief) QA summary M053 criterion
4 Trend column mixes validation text Flawed draft KFE table check_kfe_trend_column
5 Weak judgement on falling access demo_talking_therapies.csv M053 QA summary falling judgement criterion
6 Wrong validation owner Flawed draft KFE table Agent rule step 8
7 Legacy IAPT / six-month wording Flawed draft title PUBLIC_REPORTS_METHOD.md
8 Buried self-referral insight demo_talking_therapies.csv M001, M002
9 Missing M055 18-week standard demo_talking_therapies.csv M055 QA summary 18-week criterion
10 Missing bottom line / scope badge Flawed draft structure check_required_sections