Examine financial activities, operations, or systems
Work activity · O*NET
Examine financial activities, operations, or systems is an intermediate work activity in the O*NET database — a concrete task that recurs across many occupations , grouped under Evaluating Information to Determine Compliance with Standards. 27 occupations report doing it as part of their work.
What it involves
The most common detailed activities O*NET records under this category, ranked by how many occupation tasks map to each.
- Examine financial records
- Conduct financial or regulatory audits
- Examine financial records or processes
- Review customer insurance information
- Examine financial records to ensure compliance with policies or regulations
How AI is applied to this activity
Microsoft's "Working with AI" study mapped real Bing Copilot conversations to O*NET work activities. The figures below are their measurements for this activity — they describe how AI is used today in one assistant's data, not a forecast that the activity will be automated.
| AI completes it successfully | 85.7% | When Copilot attempts this activity, how often it finishes the task |
| Scope AI handles | 24.6% | How much of the activity AI carries within a conversation |
| Positive user feedback | 59.8% | Share of interactions users rated positively |
| How often AI is applied here | 53rd pct | Percentile across all measured activities by how often AI performs them |
Source: Microsoft "Working with AI" (working-with-ai). A high completion rate means AI can assist the activity in isolation — it does not mean an occupation that performs it is being automated, since every job blends many activities.
Detailed work activities
The more granular units of work O*NET groups under this activity, ordered by how many occupations perform them.
- Examine financial records. · 14 occupations · 23 tasks · 100% AI-exposed
- Conduct financial or regulatory audits. · 6 occupations · 8 tasks · 100% AI-exposed
- Examine financial records or processes. · 4 occupations · 8 tasks · 100% AI-exposed
- Examine financial records to ensure compliance with policies or regulations. · 4 occupations · 4 tasks · 100% AI-exposed
- Review customer insurance information. · 3 occupations · 5 tasks · 100% AI-exposed
Occupations that perform this activity
Ranked by how many of the occupation's tasks map to this activity.
Sources for this page
Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.
- O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
- Microsoft “Working with AI” working-with-ai Microsoft Research
Data compiled June 2, 2026. Figures are estimates, not advice.
Cite this page
Singulariki. "Examine financial activities, operations, or systems." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026. https://singulariki.com/activities/examine-financial-activities-operations-or-systems
Singulariki. (2026). Examine financial activities, operations, or systems. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/activities/examine-financial-activities-operations-or-systems
@misc{singulariki-examine-financial-activities-operations-or-systems,
title = {Examine financial activities, operations, or systems},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026},
url = {https://singulariki.com/activities/examine-financial-activities-operations-or-systems}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.