02Fintech
A triage assistant that summarizes claims and surfaces risk signals — designed for underwriter adoption, not a demo chat window.
Timeline · 8 weeks
Summary generated · 2.1s
01Challenge
Underwriters were spending hours summarizing claims before they could make a decision. Critical signals were buried in long documents and inconsistent notes.
Any AI tool had to earn trust: wrong summaries in underwriting aren’t a UX problem — they’re a risk problem.
02Approach
We started with use-case mapping alongside underwriters — which claim types, which signals matter, and where a human must stay in the loop.
Prompt and UI patterns were designed for adoption: clear summaries, visible risk flags, and easy paths to the source evidence.
The triage assistant ships as a working layer in their workflow — not a demo chat window.
03Results
Manual review time dropped 42%.
Underwriters adopted the tool because the interface matched how they already decide — not because it was novel.
Full code ownership and documentation at handoff.
04Project details
Deliverables
- Use-case mapping
- Prompt & UI patterns
- Triage assistant
Stack
- Anthropic Claude
- LangChain
- Postgres
- Next.js
- Industry
- Fintech
- Timeline
- 8 weeks
Related services
- 03Artificial IntelligenceAI applications, conversational agents and automation for enquiries, workflows and repetitive work.
- 02SaaS DevelopmentProduction-grade SaaS with billing, auth and multi-tenant architecture.
- 01AI ApplicationsAI-powered products and features inside new or existing applications.
- 04Custom AI SolutionsRAG, document intelligence and problem-specific knowledge systems — evaluated before release.
06Contact
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