1. Fraud Detection System
  2. Work with Proto
Reference

Put an AI agent to work in Fraud Detection System

Use Proto to configure the working views and guide your team through a representative case.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Case Analyst: Show submitted applications assigned to me with their applicant and evidence references.
  • Fraud Investigator: Open an unreviewed alert with its linked rule and application for investigation.
  • Credit Reviewer: Gather the application, evidence and alert disposition before I decide.
  • Repayment Specialist: Compare a confirmed receipt and its allocations with the linked obligation.

What stays with a person

  • A person verifies the source evidence, decides an alert disposition and approves or declines a credit application.
  • Proto can prepare the related records and highlight a mismatch, but the named reviewer remains responsible for the decision.
  • Provider confirmation and staff access must be configured and checked in the operating environment.
  • Review provider metering and the team's operating terms during setup.

A person verifies the source evidence, decides an alert disposition and approves or declines a credit application. Proto can prepare the related records and highlight a mismatch, but the named reviewer remains responsible for the decision. Provider confirmation and staff access must be configured and checked in the operating environment.

Review provider metering and the team's operating terms during setup. Start with a representative case and inspect each prepared answer against the source record before the team relies on it.

Set up Fraud Detection System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started