Check the request against your requirements
An onboarding request arrives with missing information. The agent checks permitted records and your approved guidance to identify the documents or answers still needed.
Financial Services
Gather missing information for onboarding reviews.
Origon’s AI follows up on missing documents and answers, checks connected records and prepares the request for your team. It works with your existing service tools while your people retain account decisions and approvals.
Illustrative workflow
An incomplete onboarding request.
Follow up and keep the replies together
The agent requests missing input through approved channels. Customer replies and contributions from colleagues stay connected to the request as work continues.
Bring the record to a reviewer
Your team receives the information gathered, the follow-up history and any unresolved questions. Designated account actions and decisions wait for human approval.
Financial workflows
Answer service questions and support compliance work.
Answer account questions and carry out the service steps your team authorizes.
- Answer using approved knowledge and account records
- Carry out the service actions your team permits
- Keep earlier interactions available when a person takes over
Connect service records without giving up account control.
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Keep sensitive work inside your environment The complete system can run fully privately or air-gapped, with connections selected for that environment.
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Connect the permitted records and actions Origon integrates your data and service software. Your team determines which records agents may access, which actions they may take and where approval is required.
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Keep the review trail available Reviewers can inspect retrieved information, tool calls, errors and escalations alongside the conversation. Records support oversight; they do not replace your compliance decisions.
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Keep service aligned with changing processes Origon implements the system and maintains integrations, prompts and models as your processes and requirements change.
Explore Enterprise.
See an onboarding request through to review.
A demo shows how the system gathers missing information and prepares the next step. If Origon fits your needs, a scoped 90-day pilot gives your team evidence to decide whether to expand.