Illustrative scenario · Financial Services
AI-Assisted Support Workflows
Business Challenge
Support teams may need to resolve questions across account information, billing policies, and internal documentation while keeping sensitive decisions under human control.
Potential Approach
A potential approach would classify incoming requests, retrieve approved guidance, and draft responses for review. Account changes and sensitive requests would require explicit authorization or escalation.
Example Architecture
Possible design choices to assess against the workflow and constraints.
- Support channel → request classification and identity checks
- Permission-aware retrieval → approved knowledge sources
- Response drafting → source references and policy checks
- Human review or escalation → support workflow
Implementation Considerations
- Define source ownership, update schedules, and document-level access rules.
- Scope support-platform connectors and account tools to authorized actions.
- Plan for missing evidence, conflicting policies, and unavailable dependencies.
How Success Would Be Evaluated
- Review groundedness and policy adherence against a representative, approved question set.
- Assess escalation decisions, unauthorized-action attempts, and reviewer corrections.
- Compare handling effort with the existing workflow using an agreed evaluation method.