A routine field update with a cited source.
Proceeds, logged with its source.
None, sampled in review.
Solutions · Agentic Workflows
Faster calls across the business.
Agentic workflows that give your people rich insight they can trust.
Agents read the file, check it against the rules and draft the change. Your people make the call. Every step points back to its source, and nothing is written until someone signs off.
Published work in mortgage lending, private credit and field service.
Decisions with a record behind them.
Each result below comes from the client's published case study.
Every change tracedto its source clause, and a person approves each write.Read the story 
Multi-tenant conversation agentA Vertex AI conversation agent gives field teams real-time insight and support.Read the story 
1 copilotOne copilot reviews documents across every loan product.Read the story
Figures as published in each client's case study.
Why it matters
Speed it up and we lose the record. Keep the record and we lose the speed.
Speed and control travel together in the workflow.
The calls that move money run on documents: loan files, credit agreements, amendments, service records. The usual structure forces a choice. Read everything by hand, and decisions slow as volume grows. Speed them up, and the record of why a number changed gets thin.
The agent does the reading, so your people start from the facts, each one cited, instead of from a pile of files. We've seen that choice disappear when approval is built into the workflow rather than added after it. The agent reads and drafts. A person decides. The guardrails sit in the platform, so they hold on every run, not only on the runs someone checks.
What you're hearing
The words that come before this work.
Underwriting is the bottleneck.
Files wait in a queue for a specialist to read them.
We need faster turn times without adding risk.
Speed has to come with a record of every step.
Show me why that number changed.
Audit and risk need the source behind every change.
No agent touches sensitive data without a person in the loop.
Oversight is the condition for going live.
A decision crosses many teams. The value has to cross with it.
Use case
Read a credit agreement. Summarize a file. Flag a payment.
tied to an outcome before anything is built
Outcome
Time to decision. Cost per file. Changes reworked. Losses avoided.
What we measure
- Time from file received to decision
- Share of changes traced to their source
- Approval turnaround for reviewers
- Exceptions and rework after the decision
- Volume handled per reviewer
The parts of a trusted decision.
- Intake
Agreements, amendments, files and payments come in.
- Read and cite
The agent pulls out the terms that matter and cites the clause each one came from.
- Review
A person approves or rejects the change.
- Write
Only the approved change reaches the system of record.
cited clause
The agent reads and drafts. A person approves. They never swap roles.
Claude, Vertex AI, Dialogflow CX, directed retrieval.
Every change follows the right workflow.
Every meaningful change an agent proposes triggers the right approval, with the context the approver needs to decide quickly. Low-risk work moves on its own. Higher-risk work goes to an accountable person. Every change leaves a trace.
Illustrative
A change to a loan, policy or customer record.
Held for approval with the cited clause attached.
The reviewer who owns the record.
Anything outside the agent's limits.
Stopped and routed with full context.
The decision owner.
A policy exception.
Time-boxed exception logged against the control.
Risk and compliance.
- 01
Controls in the platform.
Guardrails are enforced on every run, not remembered by people.
- 02
Evidence by default.
Every draft, approval and write is logged and mapped to the control it satisfies.
- 03
Risk in the room early.
Risk and control owners set the guardrails before the first experiment, so they can say yes early.
- 04
A controls record at release.
Every production release carries evaluation results and a controls record.
Your people and ours, one outcome.
You bring
- the owner of the decision, such as the head of underwriting, credit or operations
- the reviewers who approve the agent's work
- risk and control owners
- sample files and system access
- a finance sign-off on the baseline
CWX brings
- Platform Engineering, which builds the agents and guardrails, with Data AI/ML and AI Engineering
- the Transformation Office for program management and enablement of reviewers
- evaluations and a controls record
Where we work.
Financial services
Loan decisions moved faster, and every loan-book change traced and approved.
ProofMaxwell · TIMIA CapitalTechnology and software
Answers on technicians and operations, in the conversation.
ProofZinierFrequently asked questions
Something else on your mind? Ask us directly
No. The agent reads and drafts. A person approves every change before it is written.
Yes. Each draft points to the clause or document it came from.
The right one for each step, chosen per decision and swappable without rebuilding the workflow.
Any decision that runs on documents: lending, credit, claims, service and operations. Our published work is in lending, private credit and field service.
Get started
Speed up the decision that runs on documents.
Tell us the decision, the documents behind it and who signs off. We will show you where the agent drafts and where your people approve.