An operations agent that turned documents into reviewed decisions
A human-in-the-loop agent extracted, checked, and prepared high-volume cases while operations retained final approval.
The situation
Analysts copied facts from variable documents into internal systems, checked policy, and prepared the same recommendation pattern hundreds of times.
The constraint
Source documents were inconsistent, policy changed often, and the final decision carried commercial consequences.
The approach
We designed the program around operational continuity and evidence. Each release had to prove it was at least as safe and understandable as the process it replaced.
Separated evidence extraction, policy checks, and recommendation generation.
Measured field accuracy and policy adherence on historical cases.
Designed reviewer screens around changed facts and uncertainty.
What shipped
- Document ingestion with source citations
- Versioned policy tools and recommendation traces
- A reviewer queue and structured feedback loop
The results
54%
less handling time
92%
straight-through preparation
0
unreviewed decisions
“The agent does the reading. Our people still make the call.”
Representative Operations Director