Templates ship in the LibraryTested workflows for banking, insurance and telecom.
Start from a template that is already tested and governed, not from a blank canvas. The scenarios below show the rules enforced and who decides.
Banking
A named person on every decision that moves money.
Templates in the LibraryLoan originationFraud alert triageKYC / AML complianceLoan underwritingRetail banking support Loan origination
- Application received
- Extract and verify documents
- Affordability and risk score
- ?Within mandate?
- Credit officer decides
- Offer issued
Enforcedparameter bounds on amountfour-eyesoutput schema enforced
A person decides
Credit officer; above mandate goes to credit committee Fraud alert triage
- Alert raised
- Gather transaction history
- Score indicators
- ?Block or clear?
- Analyst reviews
- Case updated
Enforcedread-only historyno automatic blockevidence per case
A person decides
Fraud analyst KYC / AML review
- Customer onboarded
- Screen lists and PEPs
- Assess ownership
- ?Risk tier?
- Analyst decides
- Case recorded
EnforcedPII maskedread-only screeningattributed
A person decides
KYC analyst; high risk to compliance Insurance
Every decision cites the clause it relied on.
Templates in the LibraryClaims processingFNOL claims intakeClaims adjudicationUnderwriting and quotingPolicy servicing Claims processing
- FNOL received
- Read the claim
- Policy lookup
- ?Payout above threshold?
- Adjuster decides
- Settlement issued
Enforcedclause citedpayout approvedoutput schema enforced
A person decides
Claims adjuster; large losses to a senior approver Underwriting and quoting
- Application received
- Extract risk facts
- Compare with guidelines
- ?Exceptions?
- Underwriter decides
- Quote issued
Enforcedapproved knowledge onlyexceptions to a personchanges recorded
A person decides
Underwriter Policy servicing
- Change requested
- Identify the policy
- Check eligibility
- ?Premium impact?
- Agent confirms
- Policy updated
Enforcedwrite tools gatedcustomer consentattributed
A person decides
Servicing agent Telecom
Resolve at scale, with a person on every credit and exception.
Templates in the LibrarySupport ticket resolutionBilling dispute resolutionNetwork incident triageChurn-save supportPlan recommendation Support ticket resolution
- Ticket received
- Classify intent
- Retrieve account and KB
- ?Resolvable?
- Agent takes over
- Ticket closed
Enforcedgrounded answersentitlement-filtered retrievalhandoff with context
A person decides
Support agent on escalation Billing dispute resolution
- Dispute raised
- Read the bill and plan
- Check usage records
- ?Credit due?
- Agent approves credit
- Customer informed
Enforcedcredit limits enforcedno self-approvalwrites logged
A person decides
Billing agent Network incident triage
- Reports clustered
- Correlate alarms
- Locate the fault
- ?Major incident?
- NOC engineer decides
- Ticket raised
Enforcedread-only network dataincident openedkill switch
A person decides
NOC engineer Another industry?
Public sector, energy and others: the cross-industry templates and the same governance apply. Talk to us about your process.
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