Customer Request Resolution
Resolve routine customer requests with governed responses, PII masked, and clean human handoff.
- ISO 27001 certified
- SOC 2 Type II certified
- Zero data retention
- Full audit trail
The manual pain
Routine requests clog service queues, but ungoverned chatbots are a compliance incident waiting to happen.
What the agent does
The agent resolves routine requests with validated, policy-checked responses, masks PII before anything is shown, and hands complex cases to a person with full context.
What You Get
Concrete outputs, each one cited, logged, and reviewed by a person before it is relied on.
Runs on the Unified AI Execution Layer
This agent runs through the same governed path as every CreateOS workflow: routed to the right model, policy-checked before it acts, validated before it answers, and logged for audit.
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KYC document intelligence
Read onboarding packets in full, extract what compliance needs, and flag gaps before review.
AML alert triage
Score and structure AML alerts with the supporting evidence, every decision logged for the audit file.
Communications surveillance
Check communications against policy continuously, surfacing only what a reviewer needs to see.
Credit-memo drafting
Draft credit memos from financials and loan files, every figure traced to its source document.
Loan-file review
Check loan files for completeness and policy exceptions before underwriting touches them.
