Card vs Document Consistency Check Agent.

The Card vs Document Consistency Check Agent compares the contract details entered on the card with the attached contract, checking only the details present on the card. These can include:

• Counterparty and your contracting entity

• Contract title or type

• Start date, end date and term

• Renewal type, renewal period and notice period

• Total value, annual value and currency

• Payment terms, PO or reference number and owner

No. The Card vs Document Consistency Check Agent reports differences only and changes nothing on the card. Each mismatch comes with a suggested correction, so the card owner can update the record.

The Card vs Document Consistency Check Agent uses the effective or commencement date stated in the contract. Where there is none, it uses the last signature date and says which it used. A quote or offer expiry date is never treated as an end date.

The Card vs Document Consistency Check Agent ignores formatting differences, so Acme Ltd and Acme Limited, or 100000 and 100,000.00, count as a match. A different legal entity, date or value counts as a mismatch, and each one is shown with the contract clause it comes from.

The Card vs Document Consistency Check Agent runs in any phase after the contract is attached and the card details have been entered. It typically sits before approval or signature, so the record is accurate before anyone signs off.

No. The Card vs Document Consistency Check Agent handles the comparison and lists every difference. Your contract manager decides which value is correct and updates the record as part of your contract lifecycle management process.

Tailor the Agent to your organisation’s contract record rather than a generic checklist, including:

• Details to compare

• Matching rules

• Version selection

• Value comparison basis

• Review outputs

Without Agent automation, teams compare each contract detail on the card with the document by hand.

• Dates, values and names are checked field by field.

• Same differences in entity names slip through.

• Errors in the record surface later in reporting and renewals.

With Agent automation, card details are checked automatically against the contract.

• Every entered detail is compared immediately.

• Mismatches come with a suggested correction.

• Records are accurate before approval or signature.

With Gatekeeper’s Agentic AI, routine tasks are completed up to 95% faster.

Every Agent action is recorded in Gatekeeper with a timestamp, including the criteria applied, decision made, supporting evidence and reasoning where applicable.

This creates a searchable record of how each outcome was reached, supporting compliance verification, internal review and audit requirements.

Your data stays within Gatekeeper while the Agent performs its work. Actions, decisions and supporting evidence are logged, creating a clear audit trail.

The Agent operates within the permissions, playbooks and authority controls you configure.

Data handling follows Gatekeeper’s enterprise security standards, including SOC 2 Type II compliance and GDPR requirements.