Strategic Intelligence
Enterprise Tax Intelligence
Move tax from compliance preparation to continuous tax intelligence across direct tax, indirect tax, transfer pricing, carbon tax, and audit defense.
Core decision question
How should bp manage tax risk, compliance, and strategic tax value continuously?
Every signal, context package, evidence pack, policy result, recommendation, human approval, action, replay, and learning artifact should serve this question.
North Star KPIs
Tax risk reductionCompliance cycle timeAudit defense readinessCash tax optimizationPillar Two confidenceAgent workforce
Tax Intelligence AgentIndirect Tax AgentTransfer Pricing AgentPillar Two AgentAudit Defense AgentCarbon Tax AgentEnterprise integrations
SAP S/4HANATax enginesSovosVertexOneSourceLegal entity masterCountry rulesCarbon systemsDocument repositoriesMonitored domains
VAT/GSTWithholdingCorporate taxDeferred taxTransfer pricingPillar TwoCarbon taxAudit defenseReference signal ticker
Signal visibility must be more than the word signal. Each mission shows reference signal counts, severity, scenario REF-TICK ID, and current blocked/recommended state. These are scenario proof shapes until connected to live traversal.
Reference signal generated from the scenario library; REF-TICK IDs show the expected production trace shape and are not attested live events.
2929 reference signals / scenario
55 jurisdiction rule movements
ScenarioScenario event REF-TICK-90214 at 14:12
$38M$38M tax exposure watch
Reference signals and recommended responses
| Signal | Source | Impact | Recommended response |
|---|---|---|---|
| Pillar Two threshold changed | Tax rule feed | $38M exposure | Run jurisdiction review |
| VAT treatment anomaly | SAP tax code | $4.8M compliance risk | Hold filing item |
| Transfer pricing margin drift | SAP + planning | Policy threshold breached | Escalate tax review |
Demo sequence
- Tax rule changes
- Affected entities identified
- Policy applied
- Exposure quantified
- Evidence pack generated
- Tax action drafted
Source-system traceability for major numbers
Every major value is tied to a source system, API object, data product, or source transaction. This answers where the number came from before BP asks.
Context pack: business unit: Group Finance · cost center: CC-1042 · entity code: BP-GROUP · owner: mission runtime.
| Number / metric | Source system or data product | Record / API object | Business context |
|---|---|---|---|
| $38M Pillar Two exposure | Tax engine + legal entity master | jurisdiction=P2-JUR-44 | Owner: Tax Director |
| $4.8M VAT risk | SAP tax code + Vertex | tax_item=VAT-4481 | Control: TAX-VAT-019 |
| Transfer pricing drift | SAP + planning + OneSource | entity_pair=TP-UK-NL-07 | Policy: TP-ARM-002 |
Evidence, policy, replay, learning, and action artifacts
Decision memory
| Runtime artifact | Identifier | Credibility proof |
|---|---|---|
| Evidence pack | EP-TAX-90214 | data-evidence="pack" · source records and supporting documents |
| Policy ID | FIN-TAX-2026-05 | Policy runtime gate evaluated before recommendation |
| Replay ID | REPLAY-TAX-90214 | Replay available from signal through human judgment and action |
| Learning | patterns learned: 3 | Decision memory updates after accepted/rejected outcome |
| Action payload | Tax correction/escalation workflow | Next action: governed execution after approval limit $500K and human override check |
Alternative actions table
Alternative actions table. This is the concrete recommendation surface: bp Sphere shows what it recommends, what it rejected, the expected value, the risk, and the action path.
| Alternative action | Confidence | Expected value / impact | Risk / tradeoff | Action path |
|---|---|---|---|---|
| Escalate Pillar Two exposure | 86% | $38M governed | Tax authority uncertainty | Tax director review |
| Correct VAT coding | 94% | $4.8M risk prevented | Filing adjustment | Tax workflow |
| Refresh transfer pricing support | 87% | Audit evidence ready | Evidence quality dependency | Tax controller action |
Runtime injection console
Use these controls during the workshop to show the mission changing state. Injection creates a named runtime event, updates mission KPI/readiness, adds a replay row, and opens the trace from signal to learning.
Mission KPI
Tax risk reduction
Awaiting scenario injection.
Mission readiness
Baseline
No injected blockers or opportunities yet.
Latest replay event
None
Click an injection below to create a replayable runtime event.
| Time | Event | Scenario | Decision impact |
|---|---|---|---|
| --:--:-- | Waiting | No scenario injected | No mission state change |
Decision portfolio
| Decision | Impact | Owner | Status |
|---|---|---|---|
| Escalate Pillar Two exposure | $38M governed | Tax Director | Pending |
| Correct VAT coding | $4.8M risk prevented | Indirect Tax Lead | Draft action |
| Refresh transfer pricing support | Audit evidence ready | Tax Controller | Evidence requested |
Vertical operating-model audit
This validates that the mission is useful from frontline work through enterprise steering: Agent Runtime → Analyst → Supervisor → Function Leader/Controller → FB&T Leader → CFO.
| Role layer | What this layer can do | Executive credibility proof |
|---|---|---|
| Agent Runtime | Tax, indirect tax, transfer pricing, Pillar Two, audit defense, and carbon tax agents monitor tax risk. | Tax trace with entity, jurisdiction, rule, evidence, exposure, and action. |
| Analyst | Review tax anomalies, evidence, and correction actions. | Can explain why a tax item is risky. |
| Supervisor | Monitor tax work queues and filing risks. | Can see overdue actions and escalation needs. |
| Function Leader / Tax Director | Manage compliance, controversy, transfer pricing, and tax planning. | Can see exposures and policy interpretations. |
| FB&T Leader | Understand tax risk, cash tax impact, and audit exposure. | Can prioritize tax remediation across finance. |
| CFO | Understand strategic tax exposure and enterprise value implications. | Can see tax tradeoffs and audit defense readiness. |
Executive credibility scenarios
These are the scenarios BP can challenge live. The mission must show signal, context, evidence, policy, decision, action, replay, learning, and enterprise impact for each.
| Scenario | Inject | Expected runtime proof | Action |
|---|---|---|---|
| Pillar Two exposure | Jurisdiction threshold changes | Exposure, policy, affected entities, evidence, and tax action are visible. | |
| VAT anomaly | Incorrect tax code | Control, source transaction, filing impact, and correction action are visible. | |
| Transfer pricing drift | Margin outside threshold | Policy, evidence, audit defense package, and escalation are visible. |
12+ dimension BP credibility audit
| Dimension | Visible proof requirement | This mission's answer |
|---|---|---|
| Signal | Business event or market movement is visible and linked to a mission decision. | Pillar Two threshold changed · Scenario event REF-TICK-90214 at 14:12 |
| Context | Entity, business unit, owner, system object, policy domain, and history are resolved. | Resolved through enterprise context graph: owner, system object, business unit, history, and policy domain. |
| Evidence | Source records, documents, approvals, and source-system snapshots are inspectable. | Evidence pack includes source system record, curated data snapshot, policy reference, and supporting document where applicable. |
| Policy | Authority, control, risk, accounting, tax, treasury, or investment policies are referenced. | Policy/runtime gate is evaluated before recommendation or action. |
| Decision | The mission produces a named decision object, not just a metric or chart. | Escalate Pillar Two exposure |
| Recommendation | Recommended response and alternatives are shown with impact. | Escalate Pillar Two exposure · confidence 86% · impact $38M governed |
| Human Override | Human approval, rejection, override, or escalation path is explicit. | Approval, rejection, override reason, and escalation owner are retained in replay. |
| Action | Action payload is traceable to workflow, system update, notification, hold, hedge, or approval. | Pending |
| Replay | Event, context, evidence, policy, recommendation, human judgment, action, and outcome can be replayed. | Replay captures signal, context, evidence, policy, agent output, human judgment, action, outcome, and learning. |
| Learning | Accepted/rejected outcomes are captured as future pattern memory. | Outcome becomes pattern memory after human decision and realized impact are known. |
| Business Impact | Financial, risk, cash, control, or value impact is quantified. | $38M governed |
| Enterprise Integration | Systems of record, data products, APIs, and future UDP context layer are named. | SAP S/4HANA · Tax engines · Sovos · Vertex · example: Tax engine + legal entity master |
| Source Drill-down | Users can drill from decision to source transaction, document, or curated data product. | Source drill-down points to SOR/API record, Databricks/UDP data product, document, or market feed behind the decision. |
| Confidence | The decision carries confidence and uncertainty drivers. | Confidence is shown in decision formation and decomposed into data freshness, evidence completeness, policy clarity, and model uncertainty. |
| Alternatives | At least two alternative actions or scenarios are available. | Escalate Pillar Two exposure | Correct VAT coding | Refresh transfer pricing support |
| Audit Trail | Every material step is retained with timestamp, actor/agent, evidence, and policy result. | Timestamped audit trail spans agent, human, policy, evidence, and action events. |
| Executive Narrative | The mission can produce an executive answer: what happened, why, what to do, and expected outcome. | Narrative answers what happened, why, recommended action, value, risk, and next owner. |
| Mission KPI | A mission-level KPI changes when the scenario changes. | Tax risk reduction |
| Readiness | Readiness or confidence updates when blockers, policies, or evidence status change. | Mission readiness/confidence updates when signals, evidence, policies, or blockers change. |
| Enterprise Impact | The mission shows enterprise-level consequence beyond one transaction. | How should bp manage tax risk, compliance, and strategic tax value continuously? |
Runtime architecture
SignalBusiness event, market movement, policy breach, or performance variance.
ContextEntity, asset, customer, project, policy, historical pattern, and owner resolution.
Evidence + PolicySource records, documents, controls, authority, and data-quality checks.
Decision + ActionAlternatives, confidence, financial impact, owner, action payload, and approval path.
Replay + LearningFull trace, outcome, accepted/rejected recommendation, and pattern memory.