Executive
Executive dashboard
Portfolio of 20 agentic AI and automation initiatives across six business units: value planned and realised, hours automated, HITL rate, lifecycle funnel, top risks, policy status and decisions due.
Initiatives
- AI-01 · P2P invoice exception handling — Group Finance & Procurement
- AI-02 · Customer complaint triage & response — Retail Banking
- AI-03 · KYC client onboarding — Corporate Banking
- AI-04 · Claims first notice of loss intake — Insurance
- AI-05 · Mortgage document extraction — Retail Banking
- AI-06 · Vendor master data cleansing bots — Group Finance & Procurement
- AI-07 · Order-to-cash process mining — Corporate Banking
- AI-08 · IT service desk resolver agent — Group Operations & IT
- AI-09 · Policy Q&A copilot for advisers — Insurance
- AI-10 · HR onboarding & offboarding automation — HR & People
- AI-11 · Credit memo drafting assistant — Corporate Banking
- AI-12 · AML alert pre-investigation agent — Corporate Banking
- AI-13 · Contact-centre call summarisation — Retail Banking
- AI-14 · Reinsurance treaty reconciliation — Insurance
- AI-15 · Procurement contract clause review — Group Finance & Procurement
- AI-16 · Payroll variance checks — HR & People
Gates
- G0 · Idea accepted: Problem statement, owner, rough value, data available
- G1 · Business case & risk tier: Baseline KPIs (rBMS), risk tier, DPIA screening, architecture pattern, autonomy level
- G2 · Pilot go-live: Guardrails bound, HITL gates set, evaluation set ≥ 200 cases, grounding ≥ 0.90, security test passed
- G3 · Scale decision: Pilot outcomes vs target, CSAT ≥ 85%, error rate < 0.5%, run cost within plan, change plan ready
- G4 · Production & benefits: Run-book, monitoring, benefits tracking in rBMS, CAB approval, rollback tested
Public demo with fictional data (Example Group). © 2025–2026 Russo-Got Marius Mihail & PIR2-IT. All rights reserved.
More in this demo
- Executive summary generator
- Portfolio: idea → retire
- Policy register
- Governance & gates
- RACI
- Guardrails catalogue
- Risk register
- Complexity & costs
- V&V
- Reference architecture
- AI engines & model choice
- Training on institutional culture
- Agentic workflow & HITL
- Hallucination control
- AI security & threats
- Lessons learned
- e-Learning