Complaints Handling Agent

Classifies complaints, gathers the account history, drafts the final response and tracks regulatory deadlines.

The challenge

Each case needs someone to gather the evidence, check it against the rules and decide. Simple cases wait in the same queue as difficult ones.

How it works

  1. 1A case arrives.
  2. 2The agent gathers the evidence and the rules that apply.
  3. 3It assesses the case and recommends a decision, with its reasons.
  4. 4Simple, low-risk cases within your limits go ahead.
  5. 5Everything else goes to your approver with the evidence laid out.
  6. 6The decision and the reasons are recorded in your system.

Your people stay in control

You set the limits. Only simple, low-risk cases inside those limits go ahead automatically. Everything else is decided by your approver.

Systems we work with in Finance & Banking

  • Core banking and card platforms
  • Case management for fraud and AML
  • Sanctions and identity data providers
  • Loan origination
  • Portfolio and order management
  • Market data feeds

How we measure success

  • How often the agent agrees with your experts
  • How many cases are cleared without waiting
  • How quickly decisions are made

Kind of work

Decisions and approvals. The agent gathers the evidence, recommends a decision, and passes anything that is not simple to a person.

Technical design, for technical readers

Want this working in your organisation?

We can show it working on real examples from your business before you commit to a full build.