0
3.0.3
Zurich Patch 4, Zurich Patch 1, Zurich, Yokohama Patch 6, Yokohama Patch 3
Financial Services Operations AI agents understand user-defined goals, formulate strategic plans, help human agents to resolve cases, and autonomously execute tasks—minimizing manual effort while maximizing impact.
Use the FSO AI agent collection to boost productivity and help resolve customer cases.
- Friendly fraud AI agent: Helps resolve dispute cases where friendly fraud has been identified by providing recommendations and historical insights to dispute agents. It also drafts a response rationale that can be shared with the end customer explaining the reason for deflection if the outcome is a rejection for further dispute processing.
- Merchant analysis for disputes AI agent: Assesses merchant credibility in the context of the disputed transaction's reason, using web intelligence and internal dispute history, eliminating manual research.
- Nacha operating guidelines check AI agent: Verifies chargeback eligibility of transactions against Nacha operating guidelines without relying on complex system rules.
- ACH dispute return recommendation AI agent: Combines merchant risk analysis and Nacha eligibility checks to provide clear and consistent recommendations—whether to file a return, deny the claim, or request more documentation. This helps dispute agents to make faster, more accurate, and compliant decisions.
- Dispute communication AI agent: Automates and streamlines communication with customers and Originating Depository Financial Institutions (ODFIs) throughout the ACH dispute life cycle. The agent generates, personalizes, and sends timely, compliant email notifications related to dispute outcomes—whether filing a return, denying a dispute claim, or requesting additional supporting documentation. This ensures clarity, regulatory adherence, and efficient case resolution.
- New
- Role Masking: Added role masking security for all AI Agent usecases, agents, and skills.
- New AI agents added for ACH Processing: Merchant analysis for disputes AI agent, Nacha operating guidelines check AI agent, ACH dispute return recommendation AI agent and Dispute communication AI agent.
- Permissions and roles:
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- System administrator (admin) role is needed for the installation.