FI Agent: answers connected to business evidence
Finding a customer detail should not require a tour through several applications and document folders. FI Agent is an enterprise knowledge assistant intended to bring relevant business information into a question-and-answer workflow with source references.
The useful test is whether a user can find a supported answer, inspect the evidence and recognise when information is missing. A product walkthrough should begin with one approved question type and the systems your team needs to consult.
The workflow to evaluate
Choose the knowledge boundary
Identify the records and documents relevant to the task and the owners authorised to approve access.
Ask in business language
Evaluate questions that reflect normal work, including ambiguous names and incomplete context.
Inspect the source
Check that the referenced record supports the answer and is appropriate for the user.
Handle uncertainty
Test missing, conflicting and outdated information so a fluent response is not mistaken for verified business evidence.
FI Digital UK / Workflow
FI Agent
Illustrative workflow, not a product screenshot or a claim about a client’s production architecture.
Step 5 of 5Resolve with the owner (Needs correction)
Keep scrolling to follow the flow
- Choose the knowledge boundaryIdentify the records and documents relevant to the task and the owners authorised to approve access.
- Ask in business languageEvaluate questions that reflect normal work, including ambiguous names and incomplete context.
- Review and authoriseDecision point
- Handle uncertaintyTest missing, conflicting and outdated information so a fluent response is not mistaken for verified business evidence.
- Resolve with the ownerOutcome: Needs correction
A practical example
Illustrative evaluation: a user asks for the current status of a customer request. The answer should identify the relevant record and reporting context, or explain that the available information cannot settle the question.
Questions that shape the scope
Use these questions to identify the first decision and the information needed to make it.
- Which connectors are supported in the current version?
- How is user access enforced?
- Can the source be inspected?
- What happens when records conflict?
Make the UK operating requirements explicit
Separate the UK organisation’s requirements from any wider group template. Identify the legal entity, business owner, connected accounts and the people authorised to accept the result. If the workflow relies on financial or employment rules, your qualified advisers should confirm the applicable settings and obligations; software configuration alone does not establish compliance.
From assessment to an accepted result
Choose a representative task
Bring one workflow and an example of an acceptable result, using synthetic or approved material.
Review the current product
Confirm supported features, dependencies, permissions and commercial availability for the intended deployment.
Run a bounded evaluation
Check ordinary cases, exceptions and human handoffs. Record limitations and unresolved requirements.
Agree production responsibilities
Confirm provisioning, support, information handling and the acceptance decision before rollout.
Scope and responsibilities
Confirm the current product version, local availability, supported integrations and information-handling arrangements in the walkthrough. No universal price, hosting location or service level is implied.
Frequently asked questions
001Is FI Agent allowed to change business records?
Do not infer write permission from the ability to answer a question. Confirm the current product version, supported actions and approval model during the walkthrough. If an action is available, define who may request it, what must be confirmed and how the completed result is recorded and reviewed.
002Does a source citation guarantee the answer is correct?
No. A reference helps a person review the answer, but the retrieved source may be incomplete, outdated or misinterpreted. Evaluate whether the cited material actually supports the response and whether it is authoritative for the question. The workflow needs a clear route for unresolved or conflicting information.
003How can we assess whether the product fits our process?
Bring a representative task, the people involved and an example of an acceptable result. Use synthetic or approved redacted information for the first walkthrough. Ask to see ordinary work, exceptions and the handoff to a person. A demonstration should establish current functionality and prerequisites rather than treating a roadmap item as an available feature.
004Is the product available in our market?
Confirm the current commercial offer for your organisation, including contracting entity, supported applications, provisioning and support arrangements. A group product description does not establish identical availability in every country. The walkthrough should identify the supported version and any regional provider requirements before you purchase subscriptions, connect accounts or plan a production rollout.
005What determines product pricing and implementation cost?
Request a written quote for the current version and intended usage. Separate the product subscription from setup, third-party licences, model or channel usage and any custom work. Include onboarding and ongoing support responsibilities. Published examples should not be treated as a binding offer for a different market, configuration or transaction volume.
006How is business information handled?
Review the actual data flow for the selected deployment: what is read, where it is processed, who can access it and how it is retained or removed. Include connected model and platform providers where relevant. Agree the appropriate information-handling terms before production use; a product name alone does not establish a hosting region or certification.
007Can the product be connected to other applications?
Confirm each required connection and action against the current product, supported editions and provider permissions. A possible custom integration is different from an included feature. Test authentication, identifiers, error handling and the resulting records before relying on the connection, and identify who maintains it when the product or the external application changes.
008What should be agreed before going live?
Confirm the accepted use case, accountable owner, permissions, support route and procedures for errors or unavailable dependencies. Complete a representative pilot and document its limitations. Agree who can approve changes to the workflow and connected accounts. The production decision should follow evidence of fit, rather than relying only on a polished demonstration or a general product description.
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