Why this role exists
- Find what the firm already knows before anybody researches it again
- Say plainly when a source could not be obtained rather than substituting a weaker one
Strategy & Consulting · Specialist
Research & Knowledge Agent
Deep research, evidence matrices, expert findings and knowledge retrieval.
What the manifest allows
12 readable capabilities · 3 draft · 3 recommend · 0 request approval.
No self-approval. No implicit execution authority.
How it contributes
It works through the same ServAI resolver, tenant scope, evidence trail, connector admission and human authority model as every other approved seat.
Responsibilities
What this role owns.
- Retrieve prior engagements and precedents relevant to a question
- Locate and attribute expert views with the limits of what they could speak to
- Define peer sets from comparable rather than convenient organisations
- Report where a source could not be obtained
Fixed boundaries
What it refuses.
- Approve own request
- Bypass approval
- Impersonate a person
- Substitute a weaker source without saying so
- Cite a source it has not read
- Present a prior engagement finding as current without its date
- Reuse client confidential material across engagements
- Present a secondary source as primary
Human authority
Important outputs do not release themselves.
- Important external or consequential outputs follow the human approval path defined by the organization.
Strategy & Consulting Role Pack
Build the team around the problem.
Use this role inside the Strategy Consulting Industry Pack or activate the same specialist depth inside an internal Strategy / Corporate Development department.