Internal Audit · ENG-105

Halcyon Integration Readiness Review

Assess control readiness of the acquired entity ahead of FY27 SOX inclusion.

Open workpapers All engagements

Phase

Planning

18% complete

Hours

of 400 planned

AI / human split

48 / 14

Hours executed

Open issues

On track

Engagement facts

Type: Advisory
Audit Manager Agent: Priya
Dates: Sep 8 – Dec 12
Status: On track
Progress: 18%

Manager agent view

Priya · Audit Manager Agent

Work is tracking to plan. The critical path runs through exception EX-119: the deficiency severity judgment must be approved before the Order to Cash conclusion can be finalised.

Audit program

Objective + risk + scope + methodology, translated into procedures

Step	Procedure	Control	Agent	Evidence	Reviewer	Status
P-01	Understand the credit memo process and confirm the FY26 workflow change	R2C-014	Kai	Walkthrough WT-116	Dev	Complete
P-02	Obtain and validate the population of credit memos over $25K	R2C-014	Tessa	EV-2041	Dev	Complete
P-03	Select a sample of 45 items using methodology §7.3	R2C-014	Tessa	Sampling memo	Dev	Complete
P-04	Test each sample for the five approval attributes	R2C-014	Tessa	WP R2C-014	Dev	In progress
P-05	Perform full-population analytic on returns-queue memos	R2C-014	Nova	Analytic AN-77	Morgan	In progress
P-06	Evaluate exception severity and compensating controls	R2C-014	Morgan	Deficiency memo DE-31	Human — SOX Director	Review
P-07	Test the monthly revenue analytic review for three months	FCR-003	Tessa	WP FCR-003	Dev	Complete
P-08	Validate the aged AR key report used in the reserve estimate	IPE-005	Tessa	WP IPE-005	Dev	Review
P-09	Independent QA review of the Order to Cash workpaper set	All	Juno	QA checklist	Human — CAE	In progress

Workpapers

0 in this engagement

Workpaper	Preparer	Reviewer	Notes	Exceptions	Status

Issues raised

0 findings

No findings raised in this engagement.

Recent agent activity

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Task	Agent	State	Progress	Updated