Financial Services Templates

A/B Testing

Discover a simple way to assign a test group for performing A/B Testing on your decisions.

Risk Based Pricing

Discover a simple way to apply a suitable Risk Based Pricing matrix based on a type of client.

Eligibility and Policy Rules

Discover a simple way to define and execute various sets of rules and get the final decision outcome.

Loan Calculator

Generate complete, real-time loan quotes with this adaptable Decision Flow based on your custom interest rates.

Client Scorecard

This Decision Flow calculates the client's scorecard based on their salary, number of months in their current employment and education level.

NDA Terms Validation

Validate any NDA submission in seconds using an AI Agent — submit the counterparty details and proposed terms and get back a field-by-field compliance check, corrected values for every non-conforming clause, and a final approval verdict ready to feed into your legal review or negotiation workflow.

Dynamic Score Calculation

Discover a robust pattern for calculating client's score and risk grade using a library of scoring variables and scorecard structure defined by a Decision Table.

Client Profitability

Information about products, age, and portfolio amount define the client's segment. All wrapped up in a single Decision Table.

Transaction Fraud Check

Discover a robust pattern for real-time transaction monitoring and fraud detection using configurable risk score aggregation and action settings.

Anti-Money Laundering Screening (AML)

Discover simple way to identify suspicious transactions with this Decision Flow based on their characteristics.

Portfolio Rebalancer

Try real-time trading actions with this Decision Flow based on market prices and portfolio strategy.

Affordability and Limits Calculation

Discover a simple way to calculate affordability and set loan limits and final loan parameters based on risk grade, client's income, payments and exposure.

Overdraft Fee

This workflow takes a bank account's subscription status, days that the account has been over drafted, the last over draft date, and over draft amount to calculate the appropriate fee and whether the account is a repeat offender.