Platform

One platform for agents, controls and evidence

Forge has five layers. Your teams use the agents and compliance packs; governance, the improvement loop and the runtime keep those agents within the limits your organisation sets, from pilot to production and after launch.

How the layers fit together

  1. A policy engine decides what an agent may do and when a person must approve. Every answer and action is logged so it can be reviewed later.

Selected: Governance and assurance

Agent catalogue

Agents for service, operations and oversight

Catalogue agents are configured for your systems rather than built from scratch. Availability varies by sector and country.

Service

  • Customer service by voice and chat
  • Agent assist
  • Call review and quality
  • Complaints handling

Operations

  • KYC (know-your-customer) and onboarding
  • Claims intake
  • Collections
  • Document processing

Oversight

  • Compliance monitoring
  • Audit evidence
  • Model validation reports
  • Risk alerts

Governance and assurance

Every answer and action, on the record

A policy engine decides what an agent may do and when a person must approve. Every answer and action is logged so it can be reviewed later.

[Bank name] · ProductionIn-country region

Audit log

Audit log · today

Illustrative · sample data
Append-only · each entry linked to the previous oneChain verified
Audit log entries (sample data)
TimeEventRecordDetailActor
09:16:40report.generatedVR-0817Validation report for call review v8system
09:14:38action.heldREQ-5530Card switch held by rule BNK-MS-03, awaiting reviewpolicy
09:14:37check.flaggedCR-2291Possible mis-selling at 00:37call-review-v8
09:14:36check.passedCR-2291Disclosure, identity questions, complaint loggedcall-review-v8
09:12:44policy.decisionCOL-4471Payment plan 4,200 within limit 5,000: allowedpolicy
09:12:40pii.maskCOL-4471Account number and national ID masked before the modelpii-guard
09:10:02model.promotedcall-review-v8Promoted after validation sign-offmodel-risk
09:05:11egress.blockedNET-0092Request to a non-approved region refusedgateway

Improvement loop

A new version ships only when it passes the same tests

When your reviewers correct an agent, the correction is kept. A new version is promoted only if it passes the same agreed tests.

[Bank name] · ProductionIn-country region

Validation / Call review agent

Release candidate v8 · call review

Illustrative · sample data
Test set TS-CR-1200 · 1,200 anonymised calls6 of 6 thresholds met
Validation results against agreed thresholds (sample data)
TestResultThresholdAgainst thresholdStatus
Disclosure accuracy98.6%≥ 97%Passed
Identity questions asked99.1%≥ 98%Passed
Mis-selling detection94.1%≥ 92%Passed
Complaint capture96.8%≥ 95%Passed
Escalation correctness96.3%≥ 95%Passed
Unsupported answerslower is better0.4%≤ 1%Passed

Compared with v7: mis-selling detection +1.8 pts. Promotion needs Model risk and Compliance sign-off.

[Bank name] · ProductionIn-country region

Validation / Reports / VR-0817

Validation report · call review v8

Illustrative · sample data
Draft · generated 09:16:40Awaiting sign-off
  1. §1Scope and intended usePost-call conduct review, retail cards, two languages
  2. §2Data1,200 anonymised calls from the bank’s own archive
  3. §3Results6 of 6 agreed thresholds met
  4. §4LimitationsNot validated for business-banking calls
  5. §5ControlsHuman approval on product switches; stop switch tested
Model riskComplianceBusiness owner

How it works

From pilot to production

Configuration, testing, validation, your approvals and production are separate steps. How long the approvals take is up to your organisation.

  1. 1

    Agree the pilot

    One use case, the data, the environment and the success criteria, in writing.

  2. 2

    Configure

    Choose a catalogue agent, apply the relevant compliance pack and connect test systems.

  3. 3

    Test and validate

    A working agent in your test environment is scored against the agreed tests on your data.

  4. 4

    Your approvals

    Your risk, compliance and security teams review the evidence on their own timetable.

  5. 5

    Production with controls

    Approvals, limits and audit records stay on. Updates ship only when they pass the same tests.

Compare the four deployment options

Next step

See Forge on a use case like yours

See your use case in a demo. If it fits, we agree a pilot using your approved data and success criteria.

Before a pilot begins, we agree

  1. One initial use caseA single, well-defined task to start with.
  2. Data and environmentWhich data the agent may use and where the pilot runs.
  3. Success criteriaThe tests and thresholds that count as a pass.
  4. Evaluation deliverablesValidation results, audit records and a validation report.
  5. The decision processWho reviews the evidence and decides on production.

Pilot scope and fees are agreed before work begins.