Biotechnology AI agent · Research oversight
Research-Oversight & Attestation Evidence AI Agent
Track which projects belong to which review body, build the evidence pack behind a required attestation, and hold it for the named principal investigator — who determines the classification and signs it.
- Typical delivery
- 4–6 weeks
- Deployment
- Your stack
- PI attestation
- Portfolio-wide
- After launch
- Agent Care
What this agent does
Builds the record, never the determination
In
- 01
A proposal is drafted, and the agent sweeps it in — Executive Order 14292 (2025) does not stop at federal awards.
- 02
A sponsor deadline approaches, and the agent shows whether the attestation it needs exists and who owes it.
Reason
- 03
A project changes shape, and the agent reopens scope against the review body it was first scoped to.
- 04
A registration approaches the three-year limit in 42 CFR 73.7(l), and the agent shows the work behind it.
- 05
An amendment is filed, and the agent holds it as a blocking gate until approval returns — not as submitted.
Decide
- 06
A person is approved for access, and the agent starts the training clock on the earlier of the two dates.
- 07
A drill or plan review falls due, and the agent counts the security, biosafety and incident plans separately.
Out
- 08
A project closes, and its pack, its open items and the register it sat in are retained against the award.
- 09
Execute write actions only inside the approval boundaries agreed during implementation.
Product statement
The agent assembles the record and runs the clocks; a named principal investigator attests and a named institutional official certifies.
Example workflow
One proposal, scope to attestation
- 1Proposal receivedGrants system, contract record, philanthropic gift or internal project registration
- 2Record assembledFunding source, sites, agents in use, registrations and training, each with its named source
- 3Evidence pack draftedScope questions, the review body, open items and confidence
- 4Controls appliedScope-sweep checks, registration and training currency, blocking amendments and confidence threshold
No human action required
Stages 1 to 4 run unaided, and nothing is attested or certified at any of them — the agent is assembling, and the investigator's lane opens at the confidence gate.
Goes to the principal investigator to read.
Adds a biosafety officer read first.
Investigator review
The pack is held with its sources, its open items and the confidence.
Approve · Edit · Send to the biosafety officer
Approved — released for attestation
- 6Oversight registers updatedOnly where write access and approval policy allow it
- 7Outcome evaluatedPack completeness, open-item outcomes, review-body turnaround and post-award corrections
Edits
Every investigator edit is counted, and so is every correction made after the award.
What should not run autonomously
Human approval stays in control
Outside the boundary — human approval required
8 items
- Determining whether a project is dangerous gain-of-function research.
- Pre-filling, scoring or ranking a DGOF or IROC field.
- Summarising, drafting or completing experimental methodology.
- Attesting in writing to a classification.
Automation boundary
Agent acts unaided
- ✓Sweep the portfolio for projects that may be in scope.
- ✓Assemble the registration, training and inventory.
- ✓Run the registration, access, training, drill and reporting clocks.
- ✓Flag what needs review, and hold the pack for the named investigator.
Any write happens inside the boundaries agreed at implementation, never ahead of an attestation.
- Certifying that an application is accurate and truthful.
- Recording that a project does not need review.
- Notifying CDC or APHIS of a theft, loss or release.
- Changes to scope, registration or attestation rules.
Example output
One evidence pack, annotated
The pack is what the investigator reads before signing, and what is read back afterwards.
Evidence-pack output · single proposal
Illustrative example- Project
- Non-federally funded study
- Flag raised
- The performance site changed after the review this project was scoped against
- Review body
- IBC · IRE
- Source of record
- Subaward amendment
- Confidence
- 93%
- Attribution
- Named investigator and role
As received
Taken from the proposal record and the registration file — nothing on this side is written by the agent.
Evidence used
- Registration amendment
- Subaward site record
- IBC approval on file
Why this was flagged
It flags a project for review and never clears one; a person decides.
What the score decides
Below the configured threshold the pack picks up a biosafety officer read first.
Action
ApproveEditSend to the biosafety officerValue
Where AI adds value
The same four claims, placed at the point in the workflow where each one applies.
Where the value lands
Value 01 – 04
Every project
From the proposal record
Assemble from the record
Draw on registrations, approvals, training records and inventories — never on protocols, a corpus that is dual-use in itself.
Flag it, never clear it
Registration, training and inventory evidence arrives gathered, with the clocks that expire it.
Aim the review at what was missed
Projects that may be in scope are flagged for the review body; the agent never records that one does not need review.
Build an evidence trail
The project, the review body it belongs to and the official who certified stay on the record.
Integrations
Typical integrations
Five system groups connect to the same agent. Which of them are in scope is decided in discovery.
Grants & proposals
- Cayuse
- InfoEd
- Huron
- Kuali Research
Committee systems
- IBC and IRE modules
- Key Solutions
- iRIS
Training & access
- CITI Program records
- Badge and access logs
Agent
Research oversight & attestation
- Reads the record
- Assembles the pack
- Holds for the PI
Registration & inventory
- Select-agent inventory
- eFSAP registration file
Observability & evaluation
- OpenTelemetry
- Langfuse
- Supported monitoring/evaluation sources
Integration availability depends on the client's existing systems and API access.
Agent controls
Six layers between the model and the attestation
Six controls in sequence, widest first. What clears them all is drawn in the map beneath this.
L6 · Outermost — last line of defence
Inward → L1 · closest to the model
- L1 – L2
- Test whether a pack may stand
- L3
- Leaves the signature with the investigator
- L4 – L5
- Keep the project and the body behind it
- L6
- Narrows to register assembly when signals degrade
How Nestack evaluates it
Evaluate the oversight workflow — not only the finished pack.
Coverage runs the whole depth of the workflow, and every layer is cut by slice.
Surface — the pack the investigator reads
- E1Final-output evaluationDid every item in the pack trace back to the record it came from?
- E2Step-level evaluationDid the agent use the right project, review body and the rules in force that day?
- E3Tool evaluationDid it read and write the correct project and the correct field?
- E4Confidence calibrationDo low-confidence packs actually attract more investigator edits?
- E5Slice evaluationHow does performance change across specific project types?
- E6Business outcomeHow many packs needed an investigator edit or a correction after the award?
Floor — the outcome the institution answers for
Failure modes
Where each failure originates in the agent
Seven failure modes, each placed at the stage where it originates.
Agent lifecycle
Direction of processing →
01 · Retrieval
1 mode
- EJ-03
Superseded framework
Scope read from a policy that was replaced in 2025.
Stage gathers
Proposals, registrations, training records and rules
02 · Reasoning
2 modes
- EJ-04
Scope sweep too narrow
Privately funded work never enters the portfolio.
- EJ-06
Amendment read as approved
Submitted is shown as cleared and the work starts.
Stage proposes
Scope questions, the review body and confidence
03 · Tool / write
2 modes
- EJ-02
Attestation never collected
The proposal goes out on the sponsor deadline.
- EJ-05
Person-level clock missed
Access expires between two registration renewals.
Stage writes
Only where write access and approval policy allow it
04 · Output
1 mode
- EJ-01
Flag ages in a queue
A flagged project waits and no review body convenes.
Stage returns
The pack the investigator reads before signing
05 · Change / Version
1 mode
- EJ-07
Silent scope drift
A rule change narrows what the agent will flag.
Stage tracks
Model, prompt, scope rules and review-body config
- Sev-1 · a project ships without review
- Sev-2 · a wrong item reaches the pack
- Sev-3 · records degrade, pack goes to review
Affected slices
A whole-institution figure can hide one review body
An institution-wide scope-coverage figure can look acceptable while a few project cohorts absorb most of the rework behind it. Nestack reports the pack-rework rate by slice, not only in total.
Slice performance — reported separately, not only in aggregate
Illustrative example| Slice | Failure rate | Lift | Lift vs. threshold | Status |
|---|---|---|---|---|
| Non-federally funded projects | 7.8% | 3.6× | Review | |
| Foreign subaward sites | 5.6% | 2.6× | Review | |
| Select-agent registered work | 3.5% | 1.6× | Watch | |
| Single-site IBC projects | 1.4% | 0.7× | Normal |
Bar: pack-rework-rate lift vs. the single-site IBC baseline · scale 0–4.0× · tick marks the 2.0× review threshold
2 of 4 slices over threshold
Evidence-linked improvement
Each cycle leaves one more standing case
A cycle is done when the unreviewed project has become a case the next release must pass. That suite is what the next attestation prepared is measured against.
Improvement cycle · five stages
Switchback — the path turns at Improve and returns at Learn
- 01
Detect
Pack-rework rate rises in a project slice.
- 02
Diagnose
The project that changed shape after the review it was scoped against is read back until the cause narrows to one.
- 03
Improve
Number the change; the projects that drove it are filed under it.
- 04
Verify
Each touched register case is run once more, and one red holds it back.
- 05
Learn
It stays as a standing test, and the scope rules move with it.
Learn → Detect
The return edge. The next proposal is worked against a suite one case longer.
Typical build scope
Twelve workstreams across six weeks
The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, oversight workflow, evaluation, integration, then production validation and handover.
Workstream
Week 1Week 2Week 3Week 4Week 5Week 6
- 01Oversight workflow and scope-boundary definition.Week 1
- 02Grants and committee source assessment.Week 1, Week 2
- 03Scope-rule, registration and currency-clock mapping.Week 1, Week 2
- 04Project-record ingestion and mapping.Week 2
- 05Register logic and record binding.Week 2, Week 3
- 06Confidence scoring and pack routing.Week 3
- 07Investigator review workflow.Week 3, Week 4
- 08Proposal and committee-system integration.Week 5
- 09Scope and currency cases.Week 4, Week 5
- 10Guardrails and attestation controls.Week 4
- 11Register-trail instrumentation.Week 5, Week 6
- 12Deployment, documentation and Agent Care handover.Week 6
12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallel
Final scope and sequence confirmed in discovery
Engagement tiers
What each tier includes
Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.
| Capability✓ in scope · — not at this tier | PilotOne programme, one committee | ProductionProduction oversight systems | AdvancedMultiple programmes / sites |
|---|---|---|---|
| Introduced at Pilot | |||
| Scope sweeps to your rules | ✓ | ✓ | ✓ |
| Investigator review | ✓ | ✓ | ✓ |
| Scope-coverage baseline | ✓ | ✓ | ✓ |
| Introduced at Production | |||
| Reporting by review body | — | ✓ | ✓ |
| Review workflow in your systems | — | ✓ | ✓ |
| Approved write-back | — | ✓ | ✓ |
| Proposal-system integration | — | ✓ | ✓ |
| Introduced at Advanced | |||
| Multi-agency oversight rules | — | — | ✓ |
| Multi-stage committee approvals | — | — | ✓ |
| High proposal volume | — | — | ✓ |
| Multi-programme oversight controls | — | — | ✓ |
| Build price | From $5,000 | From $8,000 | Custom quote |
- Final build price
- Confirmed after discovery based on integrations, workflow complexity, proposal volume, review controls and deployment requirements.
- Separate from build
- Build pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.
What we need from you
What you bring, and what we build with it
Each input maps to a piece of build scope and a week in the delivery timeline.
You bring
We build with it
01Your project list and funding sources
→Project-record ingestion and mapping
Week 102Representative past proposals and packs
→Register baseline, scope extraction and record binding
Week 203Your scope, registration and currency rule sources
→Scope-rule, registration and currency-clock mapping
Week 104Access to relevant APIs, feeds or exports
→Grants, committee and training assessment, then integration setup
Week 205Registers you would not want audited
→Scope cases and failure-mode testing
Week 406What no attestation may assume
→Confidence scoring, pack routing, guardrails and attestation controls
Week 307Named investigators to read packs
→Investigator review workflow, then pilot and production validation
Weeks 5–6
Nothing else is required
Deployment, documentation and Agent Care handover are ours.
Delivery timeline
Four phases across six weeks
The plan sits on elapsed weeks rather than on slide space, so the overlap in week five is real.
Phase
W1
W2
W3
W4
W5
W6
- DiscoveryW1
- BuildW2 – W3
- EvaluateW4 – W5
- Pilot & LaunchW5 – W6
Week focus
W1Oversight workflow discovery, rule mapping and the scope boundary
W2Grants, committee and training integration and the register baseline
W3Oversight workflow, confidence logic and investigator-review controls
W4Evaluation suite, scope-rule checks and failure-mode testing
W5Registration-system integration, pilot projects and targeted corrections
W6One award cycle run under the institutional official, then Agent Care handover
- Reading the band
- A bar covers the weeks its work is named in, and nothing else. The week 5 overlap is real, not padding.
- At the end of W6
- When the register validates, Agent Care takes the agent on.
- Duration
- Six-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.
Next step · Biotechnology AI agent
Build an oversight agent that points at the project nobody sent to review.
The framework most institutions were scoped against was superseded on 5 May 2025 and not replaced until 28 July 2026, with agency implementation guidance still unissued as at 20 August 2026 — so we build on 42 CFR Part 73 and the NIH Guidelines and re-point the rest as it lands. Show us your proposal pipeline, your registrations and who signs, and we will map the scope sweep, the attestation register and the clocks. This sits before an experiment is designed: it governs whether work needs review and by whom, not how an approved campaign is planned or run.
- Typical delivery
- 4–6 weeks
- Deployment
- Your grants and committee systems
- PI attestation
- Portfolio-wide
- After launch
- Agent Care available
Nestack Agents · Research oversight
AGT-BT-15 · Agent Care available after launch
