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Vendor Due Diligence

Third-party vendor risk assessment and due diligence

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: vendor due-diligence third-party risk

Workflow Diagram​

Steps​

Step 1: Collect information​

Agent: vendor

analyst - Gather vendor details

Step 2: Assess risk​

Agent: vendor

analyst - Evaluate vendor risk level

Step 3: Review financials​

Agent: vendor

analyst - Check financial health

Step 4: Check compliance​

Agent: compliance

auditor - Verify certifications

Step 5: Review security​

Agent: security

specialist - Assess cybersecurity

Step 6: Document findings​

Agent: vendor

analyst - Record assessment

Step 7: Approve or escalate​

Agent: compliance

auditor - Make decision

Usage​

To execute this workflow:

/workflow industry/financial-services/vendor-due-diligence.workflow

See other workflows in this category for related automation patterns.