Financial Services Templates
Discover our collection of hand-picked solution templates designed to accelerate your decision automation projects.
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.