AI agents transforming every industry
KYC reviews, client servicing and SAR narratives.
Approvals, money movement and filings stay with your people. Every financial agent touches nonpublic personal information, and examiners expect to see who did what. Set the patterns once: account numbers out of prompts, approved models only, and drafts that never approve, file or move money on their own.
Answers to GLBA Safeguards Rule · BSA/AML and the FinCEN CDD Rule · NYDFS Part 500 · Regulation E (EFTA) · CFPB UDAAP · Interagency third-party risk guidance · and 12 more
See the finance overviewFintech
- Resolve app support tickets
- Triage onboarding reviews
- Draft dispute responses
Banking & lending
- Draft credit memos
- Check mortgage files
- Draft adverse action notices
Payments & spend management
- Work payment disputes
- Review card spend
- Prepare vendor payments
Wealth & asset management
- Prepare client reviews
- Draft rebalancing proposals
- Draft client communications
Capital markets & digital assets
- Draft morning notes
- Check orders before routing
- Prepare digital asset transfers
Order lookups, replenishment and product copy.
Refunds, orders and publishing stay with your people. Retail agents work from the storefront to the warehouse, on Shopify, UKG, Manhattan and SAP. Set the patterns once for each team: what an agent may order, discount or publish, and what waits for a person.
Answers to PCI DSS v4.0.1 · State privacy laws (CCPA/CPRA) · SOX internal controls · FTC Act, Section 5 · Antitrust and algorithmic pricing · Predictive scheduling laws · and 1 more
See the retail overviewE-commerce
- Resolve customer tickets
- Build promotions
- Screen orders for fraud
Merchandising & planning
- Draft assortment plans
- Monitor competitor prices
- Prepare vendor negotiation briefs
Store operations
- Draft store schedules
- Run store walks and tasks
- Review shrink exceptions
Supply chain & fulfillment
- Resolve fulfillment exceptions
- Tender loads to carriers
- Audit vendor shipments
Player support, responsible gaming review and bonus setup.
Self-exclusions and limits stay out of an agent's reach. Gaming operators run agents next to player wallets, self-exclusion lists and identity checks, under regulators who inspect the record. Set the patterns once: limits an agent can read but never lift, bonuses capped by rule, and ID documents kept out of prompts.
Answers to State gaming regulations · Bank Secrecy Act (FinCEN casino rules) · Age, identity and location checks
See the agentsOn your systems
Self-exclusion can't be undone by an agent
player-support as w.dockery
gan/remove_self_exclusion(player: "P-208817")
- Agent player-support is registered and active
- Caller w.dockery verified through Okta
- Tool remove_self_exclusion is on the gateway
- Rule No agent may remove a self-exclusion
Prior authorizations, visit notes and eligibility checks.
Agents read only the charts their clinician can read. Every chart an agent opens is PHI, and every model it calls needs a BAA. Set the patterns once: care-team access, identifiers stripped before the model, and sign-off that stays with the clinician.
Answers to HIPAA minimum necessary · Business associate agreements · HIPAA Security Rule audit controls · CMS prior authorization rule (CMS-0057-F)
See the agentsOn your systems
Access follows the care team
note-drafter as dr.ferris
epic/read_chart(patient: "MRN 4471-203")
- Agent note-drafter is registered and active
- Caller dr.ferris verified through Entra ID
- Tool read_chart is granted on clinical-tools
- Rule dr.ferris is not on this patient's care team
Claim intake, file summaries and fraud screening.
Agents read only the claims assigned to their adjuster. Claims agents handle policyholder PII, fraud signals and decisions that examiners review. Set the patterns once: assigned claims only, PII redacted, and fraud flags that go to your SIU and nowhere else.
Answers to NAIC Model Bulletin on AI Systems · Unfair claims settlement practices laws · Insurance data security laws
See the agentsOn your systems
Access follows the claim
claim-summarizer as k.ramsey
onbase/get_document(claim: "CLM-20814")
- Agent claim-summarizer is registered and active
- Caller k.ramsey verified through Entra ID
- Tool get_document is granted on claims-tools
- Rule CLM-20814 is not assigned to k.ramsey
Conflicts checks, clause extraction and redlines.
Every agent acts as the lawyer who asked. Law firm agents work inside ethical walls, on privileged documents, for clients who expect both to hold. Set the patterns once: walls that travel with the lawyer, client data redacted, and drafts that never send themselves.
Answers to ABA Formal Opinion 512 · Privilege after United States v. Heppner · Ethical walls (Model Rules 1.7, 1.9, 1.10)
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Walls travel with the lawyer
clause-extractor as s.gallagher
imanage/get_document(matter: "39107-001")
- Agent clause-extractor is registered and active
- Caller s.gallagher verified through Entra ID
- Tool get_document is granted on matter-tools
- Rule s.gallagher is walled from 39107-001
Proposals, staffing and engagement status.
Each agent sees only the engagements its consultant works on. Professional services firms work for many clients at once, and every engagement carries its own confidentiality terms. Set the patterns once: agents scoped to their consultant's engagements, client names stripped from reused work, and staffing that stays a proposal.
Answers to Client confidentiality terms · AICPA Confidential Client Information Rule · SOC 2 · GDPR and state privacy laws
See the agentsOn your systems
Engagement walls travel with the consultant
status-reporter as a.pennington
sharepoint/list_files(site: "ENG-1987")
- Agent status-reporter is registered and active
- Caller a.pennington verified through Entra ID
- Tool list_files is granted on delivery-tools
- Rule a.pennington is not staffed on ENG-1987
Escalation triage, incident summaries and release notes.
Agents read code and incidents. Shipping stays with engineers. Software companies point agents at their own code, incidents and customers, in GitHub, PagerDuty and Jira. Set the patterns once: secrets stripped before any model, incidents read but never resolved, and releases that stay drafts.
Answers to SOC 2 · ISO/IEC 42001 · EU AI Act · State privacy laws (CCPA/CPRA)
See the agentsOn your systems
Secrets never reach a model
incident-scribe as j.harlow
github/get_file(repo: "billing-api", path: ".env.production")
- Caller j.harlow verified through Okta
- Tool get_file is granted on eng-tools
- Rule No agent may read .env files
The same controls, whatever the work
Acts as the person who asked
Limits on what it can do
Refund of $48 issued to the card on file. Maya will get the receipt by email.