Files move forward, document by document.
Agents prepare the checks on guardianship files: missing documents, bank statements, management accounts and receipts. The teams approve.
1,000+ filesin work where some took close to two days each.
In brief.
The checks handed over, and what the centre approves.
Team
Terra Gestion and the guardianship management centres' staff.
Work handed over
Checking documents, bank statements, management accounts and receipts.
Sources
PDF files, bank statements, letters, court orders and management accounts.
Outputs
An HTML report, Excel and Word files, and reminders drafted for approval.
The file,before.
A guardianship file holds the documents, but not yet a clear view of the checks to run.
Bank statements, management accounts, letters, court orders and receipts all arrive in the same file. The case manager has to find the expected documents, read the movements, put the entries back in order and spot the gaps before any reminder can go out.
The work repeats across a large volume of files. The trade software does not always offer an open connector, so teams work from the documents and rules their practice already has.
With Ubby.
Four checks, one run of readable results.
Missing documents are listed.
The Agent reads the file, compares what is there against the list Terra Gestion defined and says whether the file is complete. It then drafts the reminder.
Statements become workable.
Bank statements are parsed back into a structured table: movements, normalised columns and the items to check next.
The management account is reconciled.
The management account is compared against the entries from the statements. Gaps and unreceipted spending are made visible for checking.
Receipts are checked.
Movements above the centre's threshold are looked for in the documents provided. Where a receipt is missing, a reminder is drafted.
The report takes the shape the team needs.
The first Agent produces an HTML report and files usable in Word, Excel or Markdown. The team favours Excel when rework is needed.
The four checks can be joined up.
The four Agents follow a sequence. Joining them into one run is a step under consideration, not something already in place.
File check — Guardianship 7742
Check file 7742: missing documents, bank statements and receipts above €300.
Thought for 21 seconds
I compared the file's documents to the centre's own list: two are missing, the renewal order and the latest tax notice. The statements are back as a table, and three movements above €300 have no receipt. The reminder is drafted and waiting for the case handler's approval.
file-7742-reminder.md
9.6 KB · 2 min ago
Reminder — missing documents
The two missing documents and the three unreceipted movements, ready to send once the centre approves.
file-7742-check.pdf
148.3 KB · 2 min ago
Check — File 7742
Ask Ubby anything, or mention an Agent...
Terra - Control
Lite
Ubby is an AI and can make mistakes. Please check before use.
Connectors
PDF files
Bank statements
Skills
controle-tutelles
file-7742-check.pdf
148.3 KB · Updated 2 min ago
file-7742-reminder.md
9.6 KB · Updated 2 min ago
Status
Task
Type
Team
Agent
Credits spent
File 7742 check
ChatControl
📄Terra - Control
4 260
Missing documents (42)
WorkflowCasework
🔍Terra - Documents
3 180
Bank statements — May
APIControl
🏦Terra - Statements
8 940
Report reconciliation
WorkflowControl
⚖️Terra - Gaps
6 520
Reminders to approve (12)
ChatSupport
✉️Terra - Reminders
1 340
Excel export — North centre
APICasework
📗Terra - Exports
2 780
Receipts over €300
ScheduledControl
🧾Terra - Receipts
5 010
Monthly centre report
ScheduledCasework
📘Terra - Report
7 430
What it changesin the team.
Documents present, documents missing, movements and gaps are gathered before the review. The team knows where to look.
“A file prepared before the case manager makes the decision.”
The first Agent was built to check missing documents, parse statements and draft reminders. The management-account and receipt checks then follow the same method: make the finding readable, then let the team decide.
Guardianship checking can start from one simple task and grow into a full run. Every step stays verifiable by the centre.
Which work would you like to delegate first?
Share one real task. We identify the expected outcome, the tools involved and the approval frame.
