Use case · By industry
AI that respects member data.
Read-only first, approval for changes, every step recorded.
Saccos and Microfinance
Member records are sensitive and staff teams are small.
A repayment summary
A loans officer gets one member's repayment history.
Summarise this account.
A due-date change
Moving a due date waits for the credit supervisor.
Update this record.
A member reply
A draft reply with personal details masked.
Prepare the member reply.
See it work
Watch it happen.
Step 1 of 4: Request
“Change the due date for member M-3301 to 15 December.”
Every request starts with a named person and a named agent.
Simplified example. Names and records are invented.
Text version
Joy N. (Loans Officer) asks Member assistant: "Change the due date for member M-3301 to 15 December." The role check returns: Approval required. Human approval: Approved. Every step is written to the audit log.
01 Request
Joy N. · Loans Officer · Member assistant
Change the due date for member M-3301 to 15 December.
02 Role check
Approval required
- Role
- Loans staff (from your directory)
- Read
- Allowed
- Change
- Needs approval
Read-only first. Changes wait for a person.
03 Human approval
Approved
- Approver
- Credit supervisor
- Action
- Change due date, 1 member
- Risk
- Medium
- Expires
- In 30 minutes
The credit supervisor approves. Nobody approves their own request.
04 Audit log
- 09:14:02 · request · joy.n · member-assistant · update_due_date M-3301
- 09:14:02 · policy · role=loans-staff · read=allow · change=approval_required
- 09:14:03 · approval · sent to credit-supervisor
- 09:21:47 · approval · approved by peter.o · maker-checker ok
- 09:21:47 · executed · update_due_date · result=success
- 09:21:47 · logged · event 7f3a…e21 · on the record
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