- Signal
- A case stops for a document, check or client response.
- Agent work
- Checks the pack against the rule and prepares follow-up.
- Human decision
- A specialist approves communication and any decision outside the rule.
- Check
- Returns the current pack status, deadlines and evidence.
Primal for Financial services
Application, verification and decision in one chain
Prepare the case, route exceptions to specialists and retain an auditable decision trail.
Agent workflow
From evidence to completed work — with the decision owner in the loop.
Working context
Systems connected to the workflow
CRMDocument managementEmailUnderwriting systems
Test this workflow on your data
We will define the source records, permission boundary and the proof of a useful outcome before the work starts.