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Use case · By industry

AI on claims, with a human yes.

AI drafts; a person approves; the record shows both.

Insurance and Pensions

AI can speed claims work but should not decide alone.

01

A claim note

The assistant drafts a note for the claims file.

Claims file•••

Draft a note for this case.

Read → scope checked → answer
Draft prepared · review next
02

A status change

Changing a claim status waits for the claims lead.

One proposed change•••

Update this record.

Request → supervisor → decision
Held for a separate approver
03

A member query

A pension balance question answered within role.

One permitted record•••

Summarise this account.

Read → scope checked → answer
Read allowed · result logged

See it work

Watch it happen.

Step 1 of 4: Request

Peter K. · Claims HandlerClaims assistant

“Mark claim CL-7710 as approved for payment.”

Every request starts with a named person and a named agent.

audit_log
09:14:02requestpeter.k · claims-assistant · update_claim_status CL-7710
09:14:02policy· · ·
09:14:03approval· · ·
09:21:47approval· · ·
09:21:47closed· · ·
09:21:47logged· · ·

Simplified example. Names and records are invented.

Text version

Peter K. (Claims Handler) asks Claims assistant: "Mark claim CL-7710 as approved for payment." The role check returns: Approval required. Human approval: Rejected. Every step is written to the audit log.

  1. 01 Request

    Peter K. · Claims Handler · Claims assistant

    Mark claim CL-7710 as approved for payment.

  2. 02 Role check

    Approval required

    Role
    Claims staff (from your directory)
    Read
    Allowed
    Change
    Needs approval

    Read-only first. Changes wait for a person.

  3. 03 Human approval

    Rejected

    Approver
    Claims lead
    Action
    Change claim status, 1 claim
    Risk
    High
    Expires
    In 30 minutes

    The claims lead rejects the status change. The draft note is kept; nothing is paid.

  4. 04 Audit log

    • 09:14:02 · request · peter.k · claims-assistant · update_claim_status CL-7710
    • 09:14:02 · policy · role=claims-staff · read=allow · change=approval_required
    • 09:14:03 · approval · sent to claims-lead
    • 09:21:47 · approval · rejected by peter.o
    • 09:21:47 · closed · no change made
    • 09:21:47 · logged · event 7f3a…e21 · on the record

Where this fits

AI AgentsData Leakage

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