TREAS · 35 · record R2767

OCC.DocChat

Department of the Treasury · Office of the Comptroller of the Currency (OCC)

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Overview

Development stage: PilotSource: b) Pilot – The use case has been deployed in a limited test or pilot capacity.
High-impact designation: Not high-impactSource: c) Not high-impact
Impact justification: This GenAI tool serves as the foundation of other use cases at the OCC.
Start date: 2025-08-18 (day precision)Source: 8/18/2025
Withheld from public reporting: NoSource: a) No

Mission

Topic area: Information Technology
Operational functions: No function tag matched Derived by keyword rules; see methodology

Problem the AI is intended to solve

GenAI solution for uploading documents to Personal and Group workspaces and facilitating chat interactions.

Expected benefits

The AI is designed to solve the problem of managing and interacting with documents by enabling users to upload documents to Personal and Group workspaces and facilitating chat interactions based on the content of these documents. This streamlines document management and enhances collaborative communication.

System outputs

The AI improves operational efficiency by providing a centralized platform for document management and collaboration, reducing the need for manual document handling. It facilitates better team communication and coordination through chat interactions related to specific documents, enhancing productivity and decision-making. For the general public, it ensures that agency staff can work more efficiently and effectively, leading to improved service delivery.

Technology

AI classification: Generative AISource: Generative AI: AI that generates new or synthetic content (e.g., images, videos, audio, text, code).
System name(s): Not reported
Custom-developed code: Yes
Public source code: Not reported

Sourcing

How it was built: Contract and in-houseSource: c) Developed with both contracting and in-house resources
Vendor (as reported): Not reported
Vendors (standardized): None on the standard list

A vendor is the supplier named by the agency. It does not identify the underlying model or AI technology.

Data and privacy

Involves PII: No
Privacy Impact Assessment: Not reported
Authorization to Operate: Yes
Demographic features: k) None of the above
Training and evaluation data: No agency data is used to train the model
Federal Data Catalog: Not reported

Governance

0 of 8 minimum-practice questions answered. A blank answer means the agency reported nothing; it does not mean the practice is absent.

Pre-deployment testingNo answer reported

AI impact assessmentNo answer reported

Independent reviewNo answer reported

Ongoing monitoringNo answer reported

Operator trainingNo answer reported

Fail-safeNo answer reported

Appeal processNo answer reported

User and public consultationNo answer reported

Potential impacts and how they were identified

Not reported