Facility Handover
Compliance Agent: Documentation

Overview

The agent validates facility handover packages before an asset enters operations. It scores each package against the seven ISO 19650-4 Clause 7 information-review criteria: Common Data Environment compliance, conformance, continuity, communication, consistency, completeness, and domain-specific. It maps handover documents against the CFIHOS V2.0 reference for asset-information completeness (>6,500 document requirements; six contract scenario templates spanning over 140 entities; six sequenced handover events). It checks build-to-operate continuity against the ISO 19650-3 Asset Information Model. The output is a completeness score per handover package, with a gap-by-gap remediation list. The agent runs inside the customer's IBM watsonx Orchestrate environment. It reads from and writes to the customer's IBM Maximo MAS instance under the customer's own authorisation.

What you provide

To connect the agent to your environment you provide three things, all entered through your per-tenant dashboard at https://dashboard.vistergy.ai/{instance_id} (the link is returned in the IBM watsonx Orchestrate provisioning response and never exposed publicly).

Maximo MAS instance URL. The base URL of your Maximo SaaS or on-prem deployment, for example https://yourcompany.manage.suite.maximo.com.
Authentication method. Choose one:
- Service account (recommended for production). A dedicated Maximo user account with the read and write entitlements scoped to the affordances the agent surfaces. See “Maximo entitlements” below.
- Maximo API key. If your Maximo deployment supports long-lived API keys, paste the key value into the dashboard.
- SaaS browser session. Suitable for evaluation only. The dashboard accepts the cookie set from a recent Maximo browser session.
Credential rotation cadence. Vistergy recommends 90-day rotation for service accounts and Maximo API keys. Rotation is performed by your Maximo administrator, then refreshed in the same dashboard field; no Vistergy intervention required.

Maximo entitlements (service account or API key). The Maximo administrator grants the connecting account these scopes:

Read on handover packages, asset records, document attachments, and document-status records needed for completeness scoring.
Write on service request creation and work order updates (the affordances the agent surfaces). Writes never auto-fire; the agent surfaces the proposed Maximo action for your operator to confirm.

What Vistergy never asks for. The agent does not require, and Vistergy will never request:

Your IBM Cloud account credentials.
Credentials for any system outside your Maximo deployment.
Any data for model training. Customer queries are not used to train any model, ever. See the End User Licence Agreement and Data Processing Addendum for the full data handling boundary.

Supported queries

→ "Validate handover package [ID] against ISO 19650-4 Clause 7."

→ "What is the completeness score for handover event [ID]?"

→ "Which Clause 7 criteria does handover package [ID] fail?"

→ "List the missing CFIHOS V2.0 document requirements for asset [ID]."

→ "Create a service request to close handover gap [GAP-ID] on package [ID]."

The agent supports natural-language questions about facility-handover completeness and compliance. It does not advise on radiation, plant operations, or any regulated technical discipline.

Audit-bundle format

Every query produces a session-linked audit record capturing:

FIELD

DESCRIPTION

Audit identifier

Audit identifier for the query (no token value).

Retrieval method used

Retrieval method used: structured retrieval where the query maps to the published ISO 19650-4 Clause 7 and CFIHOS V2.0 reference set; retrieval-augmented fallback otherwise.

Standard reference applied

Standard reference applied: ISO 19650-4 Clause 7, CFIHOS V2.0, and ISO 19650-3 (deterministic, not inferred).

Source citations

Source citations: every claim traced to the published standard or source data.

Validators applied

Validators applied: document-completeness, contract-direction, document-status-hierarchy, and Clause 7.3 continuity validators.

Guarded responses

Guarded responses: deterministic boilerplate substitutions where retrieval was inconclusive.

Authorisation reference

Authorisation reference confirming the customer tier under which the query ran (no token value).

Lineage trace

Lineage trace of the retrieval and generation path.

audit_record_id

Persistent audit-record identifier

The audit bundle is exportable on request, scoped per handover event (the unit at which findings carry regulator meaning) in addition to per-tenant scoping. Format aligns with ISO 19650-4 Clause 7 evidence requirements.

Integration steps

Customer subscribes to the agent via the IBM watsonx Orchestrate Agent Connect catalogue.

Customer accepts the End User Licence Agreement at subscription.

Customer provides IBM Maximo MAS connection details (URL; service-account credentials with the read-write scope agreed at onboarding) to Vistergy via secure channel.

Vistergy issues the customer-scoped agent endpoint and confirms connectivity.

Customer queries the agent through the IBM watsonx Orchestrate chat interface or REST API.

Behaviour and limits

The agent never auto-fires writes to Maximo. Where a query contains a write intent ("create an SR for..."), the agent surfaces the exact Maximo affordance for the customer to confirm.

The agent emits a structured completeness score per handover package (scored against ISO 19650-4 Clause 7 and CFIHOS V2.0, with document status interpreted across the Draft, Review, Approved, and As-Built hierarchy) and natural-language responses for explanatory queries.

Where retrieval cannot find a confident answer, the agent returns a guarded boilerplate rather than fabricating a response. Queries outside the standards-grounded scope return a deterministic refusal that does not invoke the language model.

Service Level: see the .
Status: see the .
Terms: see the .

Last updated: 21st May 2026

Facility HandoverCompliance Agent: Documentation

Vistergy

Facility Handover
Compliance Agent: Documentation