0
5.1.1
Brazil, Australia Patch 5, Australia Patch 4, Australia Patch 3, Australia Patch 1, Australia, Zurich Patch 4, Zurich Patch 1, Zurich, Yokohama Patch 11, Yokohama Patch 6, Yokohama Patch 3
Generative AI
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.
- Banking CSR support AI agent: Transforms how customer service representatives handle live calls by providing real-time intelligence and guidance throughout every customer interaction. The AI agent listens to conversations as they unfold, understands context and intent, and equips CSRs with instant insights —enabling faster resolutions, consistent service quality, and enhanced sales opportunities.
- Banking CSR customer insights AI agent: Synthesizes all available, disparate customer data—from core banking systems, transaction history, and past interactions—into a single, unified customer profile, and respond to any questions raised by the CSR agent. This AI agent also surfaces some predefined insights for the CSR to quickly click through and retrieve insights.
- Insurance CSR support AI agent: Transforms how customer service representatives handle live calls by providing real-time intelligence and guidance throughout every customer interaction. The AI agent listens to conversations as they unfold, understands context and intent, and equips CSRs with instant insights —enabling faster resolutions, consistent service quality, and enhanced sales opportunities.
- Insurance CSR customer insights AI agent: Synthesizes all available, disparate customer data—from insurance policies, recent claims, and past claims—into a single, unified customer profile, and respond to any questions raised by the CSR agent. This AI agent also surfaces some predefined insights for the CSR to quickly click through and retrieve insights.
- Changed
- Updated internal application components to support ongoing platform enhancements
Not applicable for this application version.
- Permissions and roles:
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- System administrator (admin) role is needed for the installation.