Put an AI agent to work in Bank + Lending + Insurance

What the agent can do

• Credit Officer: List my submitted applications and identify evidence still awaiting verification before the review meeting.
• Independent Credit Approver: Compare the requested and approved terms for this application revision and show the linked decision evidence.
• Auditor: Trace this released disbursement to its provider event and operation receipt, then identify any unresolved reconciliation result.
• App Administrator: Find active borrower records that need an organization or membership review before the pilot import.

What stays with a person

• Proto can help prepare configuration and summarize authorized records.
• A lending decision still belongs to Independent Credit Approver through the configured approval route.
• The assistant cannot substitute a prediction for a provider's actual disbursement or insurance decision.
• It must respect record access and the guard on repeated allocations.

Proto can help prepare configuration and summarize authorized records. A lending decision still belongs to Independent Credit Approver through the configured approval route. The assistant cannot substitute a prediction for a provider's actual disbursement or insurance decision. It must respect record access and the guard on repeated allocations.

Ask it to show the application revision and supporting evidence before requesting an action. Keep an unresolved effect in the investigation queue instead of asking the assistant to mark it complete. Review access and the eligible action routes during [implementation](/bank-lending-insurance/implementation).