Create a Decision and Permission Matrix for Supply Chain Planning Agents

Objective

Define exactly what a Supply Chain Planning agent may read, recommend, modify and execute.

Target user

Planning leaders, enterprise architects and AI-governance teams.

Inputs

• List of planning decisions
• Approved data sources
• Available tools and APIs
• Business owners
• Risk thresholds

Architecture

Place the agent behind an identity, policy and tool-control layer. Separate read access, recommendation rights and write permissions across APS, ERP and BI systems.

Steps

• List decisions in scope: reading demand, detecting anomalies, running scenarios, changing forecasts, changing parameters, publishing plans and writing to ERP.
• Assign a risk level to each action.
• Define approved tools and data sources.
• Name the accountable human owner.
• Specify approval thresholds.
• Define logging and audit requirements.
• Add manual-stop and rollback procedures.
• Test the matrix with a realistic failure scenario.

Permission levels

• Read: retrieve approved data.
• Recommend: propose a decision.
• Prepare: create a draft transaction.
• Execute with approval: require human authorization.
• Autonomous execution: reserve for low-risk, reversible actions.

Validation

• No action exceeds the assigned permission.
• Every high-impact action has a named approver.
• Logs identify data, tool, prompt and policy versions.
• Rollback works in a sandbox test.

Governance box

• Data source: approved planning and master-data systems.
• Owner: process owner for each decision.
• Validation: policy and scenario tests.
• Version control: permissions, prompts and policies.
• Access: least privilege.
• Manual override: emergency stop.
• Failure mode: block action and escalate.