Processes

What will AGI do for Gather required customer data and documents?

A customer applies for a financial product or an existing profile triggers a compliance refresh.

Trigger
A customer applies for a financial product or an existing profile triggers a compliance refresh.
Outcome
A complete, verified package of customer data and documentation is compiled and staged for downstream processing.

The work itself

Grounded Work Profile

Measured by

  • Document Collection Cycle TimeprocessProfile
  • First-Pass Completeness RateprocessProfile
  • Exception Resolution TimeprocessProfile
  • Customer Abandonment RateprocessProfile

Key steps

  • Determine required documentation based on product and regulatory requirementsprocessProfile
  • Send document requests and data collection forms to the customerprocessProfile
  • Ingest submitted documents and data through secure channelsprocessProfile
  • Validate submissions for completeness, legibility, and authenticityprocessProfile
  • Request missing or corrected information from the customerprocessProfile
  • Index and store the complete document package in the core systemprocessProfile

How AGI delivers it

Four ways AGI delivers for Gather required customer data and documents

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do
  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do
  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    Platform.do

Value flow

How Gather required customer data and documents connects

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