Series-B fintech
An ops automation system that absorbed 70% of a manual review queue.
Headline metric
−68%
Avg. handling time
Practice areas
- Automation
- Agents
- Evals
Confidentiality
Anonymised at the client's request. Numbers and shape preserved; identifying detail removed.
01 — Client context
A payments scaleup with a manual review team triaging thousands of edge-case transactions a week. Headcount was growing faster than volume, and onboarding new reviewers took six weeks before they were trusted with high-value cases.
02 — Operational problem
The review queue was the operational bottleneck behind every customer SLA. The team had tried two off-the-shelf tools and one in-house attempt; none survived contact with the messy reality of bank-feed data, partner exceptions, and regulator-driven policy churn.
03 — System designed
A two-stage agentic pipeline: a deterministic rules layer for the 60% of cases that were genuinely mechanical, and a small set of specialised LLM agents — each with a narrow remit (entity resolution, policy lookup, draft decision) — handing off to a single human reviewer with an evidence panel attached.
04 — Implementation shape
- Two-week diagnostic sprint sitting with senior reviewers
- Eval harness built before any agent was written, scored against 1,400 historical cases
- Production rollout in shadow mode for three weeks, then staged exposure by case-value band
- Reviewer UI rebuilt around agent evidence, not raw model output
05 — Guardrails, evals & governance
- Hard caps on autonomous decisioning by case value and customer segment
- Per-policy evals re-run on every prompt or model change, gated in CI
- Full decision audit trail wired into the existing compliance warehouse
06 — Measurable result
- −68% average handling time across the queue
- 70% of cases resolved without a reviewer touching them
- Onboarding for new reviewers reduced from 6 weeks to 9 days
07 — Why it mattered
The team stopped being the constraint on growth. The COO redirected the planned reviewer hires into a customer-facing function, and the company hit its next funding milestone with the same ops headcount.
"They shipped what our last vendor promised in a quarter — in three weeks."
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