S/Runtime
Financial AI governance
Give banking, wealth, insurance, and fintech teams governed agents for service, risk, operations, and advisor workflows while preserving customer privacy and control evidence.
Each example starts with the work that slows down today, then names the context, controls, and outcome a pilot would need to verify.
Teams need policy, transaction, claims, call-note, and case context without exposing sensitive customer data broadly.
S/Runtime assembles least-privilege case context and gives agents controlled actions for summaries, next steps, and handoffs.
Controls to verify: GLBA scopes; Sensitive data masking; Action approvals; Case audit trails.
Risk teams manually gather evidence across policies, controls, incidents, vendors, and business systems.
Agents collect cited evidence, map exceptions to owners, and maintain a living control narrative.
Controls to verify: Control ownership; Evidence lineage; Exception tracking; Retention policies.
Relationship teams lack a governed way to synthesize customer context, market notes, product constraints, and follow-up actions.
The platform produces permissioned briefs and routes proposed outreach through approved compliance paths.
Controls to verify: Role-based brief scopes; Approved content; Disclosure checks; CRM logging.
The pilot scope should identify the applicable policy, the accountable reviewer, and the evidence required to reconstruct a consequential run.
Focus: Customer information safeguards, information security programs, service-provider oversight, and breach notification.
S/Runtime: Customer-data classification, access control review, encryption-aware handling, service-provider evidence, and activity logging.
Focus: Privacy and safeguarding policies for customer records and sensitive customer information.
S/Runtime: Customer-record access policies, incident response evidence, retention controls, and disposal-aware context expiration.
Focus: Cybersecurity governance, access privileges, MFA, monitoring, incident response, and risk management for covered entities.
S/Runtime: Privilege-aware AI workflows, admin monitoring, model/tool inventory, approval gates, and audit reports.
Focus: Financial reporting controls and payment-card data protection where applicable.
S/Runtime: Segregation-of-duty checks, finance workflow evidence, card-data suppression, and controlled action approvals.
Use workflow run traces and reviewer outcomes to compare “Case resolution time” with the agreed pre-pilot baseline.
Use workflow run traces and reviewer outcomes to compare “Advisor preparation time” with the agreed pre-pilot baseline.
Use workflow run traces and reviewer outcomes to compare “Policy exception reduction” with the agreed pre-pilot baseline.
Use workflow run traces and reviewer outcomes to compare “Audit evidence readiness” with the agreed pre-pilot baseline.
Architecture session
We will map the context, systems, decisions, controls, actions, and success measures together.