Four specialised agents · on-premise

The agent suite

Four specialised workers trained on the Codes of Good Practice, PPPFA, and the verification practices SANAS agencies actually apply — running inside your network.

What each agent does

Not chatbots. Structured workers that ingest your documents, apply the current Codes, and return findings or drafts your team can act on.

Verification Agent

Pre-audits your draft affidavit and supporting packs against the active Codes — including priority-element sub-minimums (Ownership, Skills, ESD) so you are not discounted at verification.

Look-through ownershipNet value40% sub-minimumRemediation list
In: Affidavit draft, share register, EE, training ledger, ESD docs, SED proofs
Out: Element-by-element score estimate, risk-ranked findings, fix sequence

Tender Response Agent

Reads the RFP, maps mandatory and preferential clauses under PPPFA, and produces a first draft with BEE claims consistent with your current certificate and language from past wins.

Clause mappingPreferential claimsPast-win reuseCIDB aware
In: Tender PDF/Word, BEE certificate, capability statements, prior responses
Out: Draft .docx ready for legal review

Continuous Compliance Monitor

Watches ownership registers, procurement extracts, and EE reports. Alerts when a change would move your estimated level — with plain-language note and next step.

Folder watchersScore driftCert expirySharePoint
Triggers: New shareholders, material spend shifts, EE headcount changes, certificate expiry proximity

Dashboard & reporting

One view of estimated level, open remediation items, verification and tender deadlines, and a full log of every agent run. Export packs for the board or as tender annexures.

Live estimateDeadline calendarAudit trailBoard pack
Exports: Governance pack PDF, findings report, activity log

Elements the Verification Agent scores

Aligned to the Generic Scorecard structure used by SANAS-accredited agencies. Sector codes may re-weight elements; the agent loads the pack that matches your measured entity.

Ownership Priority

Voting rights (25%+1 target), economic interest, Net Value with time-based graduation, designated groups. Look-through on trusts and intermediate companies. 40% of Net Value points = sub-minimum.

Management control

Board and executive participation by race and gender against Statement 200 targets. Senior, middle, and junior management; employees with disabilities.

Skills development Priority

Spend vs leviable amount (typically 6% target), learnerships, absorption bonus. Classification of black training providers. 40% of element weighting = sub-minimum.

ESD Priority

Preferential procurement against TMPS, supplier development, enterprise development. Beneficiary eligibility and empowering-supplier status. Sub-minimum on each category.

Socio-economic development

Typically 1% of NPAT toward income-generating initiatives for black beneficiaries — timing within the measurement period and evidence of beneficiary status checked.

Miss any priority-element sub-minimum and the discounting principle reduces your overall level by one. Draft 2026 Code amendments under public comment may adjust weightings — rule packs will track the gazetted final text.

Deployment

Agents run where your documents already live.

ON-PREM

Your server or VM

Runtime installed behind your firewall. File-system and optional SharePoint / Drive watchers. Nothing uploaded to a foreign cloud by default.

PRIVATE CLOUD

Your tenant

Same agents in a VPC or private Azure/AWS account you control. Suitable for groups with central IT standards.

API

Enterprise only

REST hooks for ERP / CRM sync when volume and integration demand it. Scoped during enterprise onboarding.

How Hermes runs a job

One orchestration pattern for every pre-audit, tender draft, and monitor alert — versioned, parallel where safe, and always gated by a human.

01

Ingest & classify

Evidence pack or RFP is hashed, classified (scorecard vs tender vs monitor event), and bound to a measurement period or tender ID.

02

Load rule pack

Generic, sector (Construction, ICT, FSC, Legal…), or specialised Statement 004. Pack version is written to the run log.

03

Spawn specialists

Ownership, Skills/ESD, Tender clause, Local Content Scout, and YES tracker run as async sub-agents where the job needs them.

04

Synthesise & gate

Hermes merges findings, ranks remediation, and holds output until the compliance owner approves. Nothing ships to a tender or board pack unattended.

Agent Owns Does not
Hermes Routing, pack version, parallelisation, audit log, approval gate Element scoring itself
Verification Scorecard pre-audit, priority sub-minimums, findings Issue certificates
Tender Response Clause map, preferential draft, local-content / CIDB flags Submit bids or sign forms
Continuous Monitor Drift alerts, cert expiry, ownership/spend triggers Auto-change share registers
Governance Scoreboard, deadlines, board/tender export packs Replace board judgement
Ownership Analyst Net Value, trusts, flow-through, fronting indicators Design or approve ownership deals
Local Content Scout Designation detection, SBD 6.2 returnable checklist SABS verification or % calculation

Agent detail — what runs under the hood

Enough specificity for a compliance officer or IT lead to judge fit. Not marketing fluff.

Verification Agent

  • Parses share registers and trust deeds for look-through ownership
  • Applies net-value graduation and designated-group indicators
  • Checks board / executive demographics against Statement 200 targets
  • Classifies skills spend vs leviable amount; flags non-qualifying providers
  • Tests ESD preferential claims against TMPS and beneficiary status
  • Flags priority-element shortfalls that would trigger discounting
  • Reconciles skills claims against leviable-amount logic (not only management payroll)
  • Surfaces certificate-expiry risk on ESD supplier claims within the measurement period
  • Outputs risk-ranked findings with estimated point impact in rand terms where spend is involved
  • Records rule-pack version on every run for auditability

Tender Response Agent

  • Extracts mandatory vs preferential clauses from RFP / RFQ PDFs and Word
  • Maps B-BBEE recognition level to preferential points under PPPFA 80/20 or 90/10 (or specific goals stated in the RFP)
  • Inserts consistent certificate claims (level, black ownership %, women ownership where relevant)
  • Reuses approved language from a folder of past winning responses
  • Flags conflicts (e.g. claiming Level 2 while certificate says Level 4)
  • Surfaces mandatory vs functionality vs preference phases so legal knows what is scored when
  • Flags designated local-content clauses and typical returnables (SBD 6.2 / Annex C–E) when present in the RFP
  • Notes stated CIDB grade or class requirements on construction tenders as eligibility gates
  • Produces .docx structure ready for legal and commercial review — not a final bid

Continuous Compliance Monitor

  • Watches configured folders or SharePoint / Drive libraries
  • Re-runs ownership and procurement snapshots when files change
  • Compares estimated level to last baseline; alerts on drift
  • Certificate expiry countdown (12-month SANAS validity)
  • Email or dashboard alert to named compliance owner
  • Full audit log of what changed and when the agent ran

Dashboard & reporting

  • Live estimated level and element breakdown
  • Open remediation items with owners and due dates
  • Calendar of verification and major tender deadlines
  • Export: findings PDF, board governance pack, activity CSV
  • Role-based view (compliance vs read-only executive)
  • No training data leaves the premises — reports stay local

Security & POPIA posture

Designed for share registers, EE reports, and tender files — not for multi-tenant training on your data.

🔒

On-premise default

Runtime installs on your VM or private cloud. Processing stays inside your perimeter unless you enable an optional connector.

📋

Audit trail

Every agent run is logged: input hash, rule-pack version, timestamp, operator. Exportable for internal audit.

👤

Human sign-off

Agents propose findings and drafts. Final affidavit and tender submission remain human-approved.

📦

Rule-pack versioning

Gazette-aligned packs are versioned. You know which Code edition produced a given report.

Support & updates

SAST

Business hours support

Email support on Starter; priority queue and monthly check-in on Growth. Enterprise gets a named contact.

VER

Versioned rule packs

Every findings report records the Code pack version. Updates ship without a full reinstall.

SLA

Uptime of your runtime

You host the agents. We support the software; your IT controls the VM or private cloud SLA.

DOC

Operator docs

Install guide, scorecard mapping checklist, and a short “first verification season” playbook included.

What to prepare for a pre-audit

Redact where needed. The clearer the pack, the more useful the findings list.

Ownership

  • Share register or members list
  • Trust deeds / shareholder agreements (if any)
  • ID/status indicators for designated groups

Management & skills

  • Board and executive list
  • EE report extract
  • Skills spend vs leviable amount (EMP201-aligned summary preferred)
  • WSP/ATR acknowledgement if available

ESD & SED

  • Procurement extract (TMPS base)
  • Supplier B-BBEE certificates / affidavits with issue dates
  • Supplier development and enterprise development agreements
  • SED beneficiary schedule

Affidavit / cert

  • Draft affidavit or last certificate
  • Financial year-end / measurement period
  • Sector code if not Generic
  • YES participation evidence if claiming level-up

See an agent on your numbers

Send one redacted submission. We return a structured findings list — no deck, no obligation.

Request free pre-audit