Blog · Solution deep dives
One problem per post, solved end to end.
Each deep dive starts with how a specific team works today, sets the outcome it needs, then shows every part of the build, where people approve, how to roll it out and what the change could be worth.
Solution deep dives from Valnora & Elric show how teams solve one narrowly scoped problem end to end in Agent Serve, the AI workspace where teams build, deploy, and manage AI agents.
All deep dives
- BFSIMixedDeep dive
Reconcile failed card disputes before the chargeback deadline
Disputes that fail reconciliation tend to sit in a side queue until the chargeback window has closed. Here is an end-to-end setup that finds them early, ranks them by deadline and drafts the pack, with an analyst signing every filing.
· 12 min read
- BFSIMixedDeep dive
Clear the KYC periodic review backlog without adding analysts
Periodic reviews pile up because every file starts from scratch, even when nothing has changed. Here is a setup that refreshes the data, drafts the file and routes it by risk, so analysts spend their time on the reviews that need judgement.
· 12 min read
- CallsDashboardDeep dive
Catch missing risk warnings on recorded advice calls within 24 hours
Sampled call reviews find a missing risk warning weeks after the client acted on the advice. Here is a setup that checks every recorded advice call within a day and puts the quote in front of a compliance reviewer.
· 12 min read
- ComplianceRelayDeep dive
Turn regulator information requests into a tracked, evidenced response
A regulator’s letter becomes a dozen questions, a dozen owners and one deadline. Here is a setup where a workflow logs and splits the request, a Relay drafts from approved sources and a named person signs off every answer.
· 13 min read
- BFSIMixedDeep dive
Stop SLA breaches in the complaints queue before they happen
Most complaint breaches are visible weeks before they happen, in a queue nobody has time to read. Here is a setup that computes every deadline, flags risk early and puts the at-risk list in front of the right person.
· 12 min read
- BFSIMulti-workflowDeep dive
Prepare the weekly credit committee pack automatically
Every week the committee secretary rebuilds the same pack from memos, spreadsheets and emails. Here is a setup where four workflows assemble it from the source systems and the secretary decides when it goes out.
· 12 min read
- BFSIMulti-workflowDeep dive
Close the month-end accruals gap between accounts payable and the general ledger
Accruals live in the gap between what was received and what was invoiced. Here is a setup where three workflows build the accrual list, a controller approves it, and next month’s true-up runs on its own.
· 13 min read
- ComplianceWorkflowDeep dive
Answer RFP and security questionnaires from your own policies
Most security questionnaires ask the same two hundred questions in a different order. Here is a workflow that drafts each answer from your own policies and past approved answers, and sends anything uncertain to the right expert.
· 13 min read
- BFSIDashboardDeep dive
Keep KPI definitions consistent across every dashboard with one semantic model
When finance, risk and the business each compute the same ratio their own way, the board pack argues with itself. Here is a setup where every dashboard reads one governed definition, and drift is caught before the next meeting.
· 13 min read