For the business owner

See what an agent did this week, and why

You own the agent and the results it delivers. Here is a sample week: how much work it completed on its own, where it needed a person, what that saved, and the record behind each exception.

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Sample week

The week

Wire release agent

Actions proposed
1,240
Completed without review
1,106
89% of the work
Sent to treasury operations
118
Typical decision in 25 min
Stopped by a rule
16

Review and evidence work returned (est.)

$69,000 to $138,000 a year

For this payments workflow at about 1,240 actions a week.

Based on the business value calculator’s published assumptions. Try your own numbers.

One exception, start to finish

Decision recordBankingrec_8f3a2c · 14:02:07 UTC
Release a $250,000 wire to a new payeeProposed by a treasury agent · policy wire-release v12

  1. Rule check

    Wires above $100,000 to a payee added this month need a person with authority.

    Escalate

  2. Reviewer

    D. Reyes, Treasury operations · approved after payee verification.

    Decided

  3. Application

    Wire released by the payment system. Confirmation reference recorded.

    Reported

  4. Record

    Sealed · fingerprint 3c9e…b71f · a reviewer outside your team can check it.

    Verified
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Who did what this week

Each person worked in their own view

VeriProof sent each piece of work to the person responsible for it and brought the answer back.

  • Treasury operations118 wires needed a person. Each went to a reviewer with authority for that amount, and three were rerouted when the assigned reviewer was out.
  • Payments developerThe wire rule needs the payee’s verification date, which the agent was not sending. The fix request closed on Wednesday when the field arrived.
  • ComplianceThe proposed $150,000 limit is waiting for approval. The governance engineer who wrote it cannot approve it.
  • YouCompliance asked you to accept same-day payee changes for one corporate client. You approved it, and it comes back for review in 90 days.
  • Internal auditInternal audit opened 12 wire records inside its quarterly engagement, without asking your team to pull them.
See the roles and handoffs

Let it handle more

Try a higher limit in Shadow first

Let wires up to $150,000 to verified payees proceed without review. Today the limit is $100,000.

Last week it would have released 41 more wires on their own and changed nothing else.

Shadow records what the rule would have decided without changing what the application does. When the people who own the rule approve it, the reviewed version is enforced and the record shows who approved it.

A portal for every person your agent depends on

Your agent needs more than you to reach production. Each person below has a portal built for their part of the job and reads the same records in their own terms, so nobody rebuilds the story for anyone else.

Compliance Officer

Owns the requirements and decides who can approve an exception. Sees which rule version applied and who used that authority. See how policy decisions work.

Governance Engineer

Writes the rules, runs them in Shadow, and sends each change for approval by someone else. The higher limit running in Shadow this week is one of theirs. See a rule go from Shadow to enforced.

Developer

Connects the agent once, so each action is checked before it runs and the outcome is reported back. Gets a fix request when a rule needs data the agent doesn't send. Read the integration guide.

Auditor

Checks the record inside an engagement scoped to the applications and dates under review, and confirms it has not changed since it was written. See what an auditor receives.

Try the portal as each roleSee the roles and handoffs

Questions about this sample

Yes. Each decision record matches a public simulator, so you can run the same kind of action and open its record.

From the business value calculator, using its published assumptions and this agent's sample activity. Put in your own volumes on the calculator page to see your estimate.

No. Your rules decide which actions need a person. Most of the sample week completed without review, and raising a limit starts in Shadow so you can see the effect first.

We reply within one business day with a sample week and a record built around the action your agent takes, and suggest a time to talk it through if that helps.