All starter kits

Vendor Onboarding

Policy-scored vendor approval with a sealed record

Every new vendor requires sign-off from procurement, legal, compliance, and finance. Currently each team emails the same attachments back and forth with no shared record. Wrap the intake form submission with Patchr: it scores the vendor against your policy rules, flags missing certifications, and packages a decision-ready proof pack — one call, one record.

Run in sandbox Workflow template

Agent route

ResolveBridge→ proof card
Before Patchr

Manual process, no audit trail, inconsistent outcomes.

// Before: email chain, no shared record
async function submitVendor(form) {
  const vendor = await saveVendorForm(form);
  // ❌ Each team reviews independently — no unified verdict
  // ❌ Policy rules checked manually — inconsistent
  // ❌ No tamper-evident approval record
  await notifyTeams(["procurement", "legal", "compliance", "finance"]);
  return vendor.id;
}
After Patchr — Node.js

One SDK call. Evidence map, proof card, and recommended action returned.

import { PatchrClient } from "@patchr-core/sdk";

const patchr = PatchrClient.fromEnv();

async function submitVendor(form) {
  const run = await patchr.runOrchestrator({
    clientId:       "vendor-ops",
    channel:        "api",
    conversationId: `conv_vendor_${form.vendorId}`,
    request: `Run vendor due diligence on ${form.vendorName} (${form.website}).
Score against policy: ${form.policyRules.join(", ")}.
Flag missing compliance certificates.`,
    attachments: form.documents.map(doc => ({
      name: doc.filename,
      mime: doc.mimeType,
      url:  doc.url,
    })),
    metadata: {
      vendorName:  form.vendorName,
      jurisdiction: form.jurisdiction,
      policyRules: form.policyRules,
    },
  });

  // ✅ Policy scored — evidence map attached
  // ✅ Proof pack sealed for all stakeholders
  // ✅ Decision-ready: proceedSafely | proceedWithCaution | escalateBeforeActing
  return {
    taskId:    run.task?.taskId,
    proofCard: run.proofCard,
    verdict:   run.proofCard?.recommendedRestraint,
  };
}
After Patchr — Python

Same integration using the raw HTTP API with the httpx client.

import os, httpx

PATCHR_API   = os.environ["PATCHR_API_BASE_URL"]
PATCHR_TOKEN = os.environ["PATCHR_API_TOKEN"]

def submit_vendor(form):
    resp = httpx.post(
        f"{PATCHR_API}/v1/orchestrator/run",
        headers={"Authorization": f"Bearer {PATCHR_TOKEN}"},
        json={
            "clientId":       "vendor-ops",
            "channel":        "api",
            "conversationId": f"conv_vendor_{form['vendorId']}",
            "request": (
                f"Run vendor due diligence on {form['vendorName']} "
                f"({form['website']}). Score against policy: "
                f"{', '.join(form['policyRules'])}. "
                "Flag missing compliance certificates."
            ),
            "attachments": [
                {"name": d["filename"], "mime": d["mimeType"], "url": d["url"]}
                for d in form.get("documents", [])
            ],
            "metadata": {
                "vendorName":   form["vendorName"],
                "jurisdiction": form["jurisdiction"],
                "policyRules":  form["policyRules"],
            },
        },
    )
    run = resp.json()

    return {
        "taskId":    run.get("task", {}).get("taskId"),
        "proofCard": run.get("proofCard"),
        "verdict":   run.get("proofCard", {}).get("recommendedRestraint"),
    }

Output shape

A consistent proof card — every run.

Whether you run a dispute audit or an agent governance check, the output shape is identical. External systems — dashboards, decision ledgers, compliance tools — consume the same format regardless of which workflow produced it.

evidenceStatus — sourceBound | verified | partial

confidence — 0–1 score from the evidence map

recommendedRestraint — proceedSafely | proceedWithCaution | escalateBeforeActing

cite — portable proof ref for cross-system ledgers

Proof card format

Sample output

{
  "status": "ready",
  "route": ["resolve"],
  "proofCard": {
    "title":                "Vendor due diligence: Acme Supply Co.",
    "evidenceStatus":       "sourceBound",
    "confidence":           0.78,
    "openQuestions":        ["priceVarianceExceedsThreshold"],
    "recommendedRestraint": "proceedWithCaution",
    "cite":                 "patchr:proofCard:card_vendor_...#v1",
    "citeRef":              "patchr:proofPack:pack_...#v1"
  }
}

Ready to run it?

Run vendor due diligence on Acme Supply Co. (acme-supply.example.com). Check business registration, score against our Q3 procurement policy (priceVarianceUnder5pct, noSanctionedEntities), and flag any missing compliance certificates.

Open in sandbox