What happens today
Documents scattered across several sources
Financial services
Complete files before they reach the committee.
Lattice agents that gather documents, check completeness and prepare the summary for the committee. The decision is always human and logged.
- Project
- Credit files and committee support
- Today
- AI governance in the Lattice cloud
- Coming
- Séeb Financial: regulatory lookup
- In your cloud or on your server
- Approval before sensitive actions
- Mexican regulation
Sofía
Lattice agent · Financial
Online · Asks before anything important
The problem
Credit analysis requires information from many sources.
Regulation requires the decision to be human and traceable, and incomplete files that reach the committee cost everyone time.
What happens today
Incomplete files reaching the committee
What happens today
Decisions that must be traceable
Use cases
What an agent would do in financial
- 01
Credit file
As a project, in Lattice. Gathers documents, checks completeness and prepares the summary for the committee.
- 02
Committee support
As a project, in Lattice. Presents findings; does not decide.
- 03
Regulatory lookup
Coming, with Séeb Financial: CNBV, CNSF, SAT and CFDI, KYC, AML and PLD.
- 04
Institutional AI governance
Available in the cloud with Business or Corporate; on your own infrastructure, as a project. Control of models and spending, activity log and human approval.
Example agent
Meet Sofía
Lattice agent · Financial
Sofía is an example of an agent set up for a financial institution: she gathers documents, checks the file is complete and presents findings to the committee. She doesn't decide: the decision stays with the committee.
Works on its own, with permission
Sofía has a name, memory and its own computer. It runs scheduled routines, builds reports and leaves everything ready; before sending, paying or deleting, it asks for permission.
- Scheduled routines
- Reports ready on time
- Approval before sensitive actions
- Activity log
Capabilities
- Gathers the file's documents
- Checks completeness against your policy
- Prepares the summary for the committee
- Presents findings without deciding
- Logs what she did, with which model and at what cost
SofíaLattice
OnlineEvery action is logged · Approval before sensitive actions
Sofía, which files are ready for Thursday's committee?
Seven complete files with their summaries. Two are not ready: one is missing proof of address and another the last quarter's financial statements. The decision belongs to the committee; I only present findings.
Committee_files_summary.pdf
PDF · Ready for your review
Completeness check: 9 files reviewed against the credit policy
Type an instruction or question…
How it works
From diagnosis to production, with signed criteria.
Fixed price per package. The formal diagnosis is fully credited if implementation starts within 90 days.
- 01
Free
Diagnosis
A 45-minute session to understand the process, its owner and the priority. You leave with a written answer.
- 02
Signed document
Design
Scope, permissions, data and acceptance criteria signed before we build.
- 03
From 3 weeks
Implementation
We connect the agents and put them to work on your process, with training for your team.
- 04
In production
Support
Adjustments, measurement with your numbers and support in Spanish.
What we measure
We measure it with your numbers.
We don't publish catalog percentages. Before we start we agree on what to measure and how, and we deliver the report with your results.
- 01
Time to assemble a file
- 02
Incomplete files reaching the committee
What we need from youCredit policy, regulatory guidelines and the accepted deployment option.
Control and security
You decide where it runs and what is allowed
In financial, each agent works with the models and budget you allow, and nothing sensitive happens without a person's approval.
- You decide where it runs: our cloud, a dedicated cloud or your server
- Allowed models per team; each one states its provider
- A log of every agent action, with which model and at what cost
- Human approval before sending, paying or deleting
Control over your data
With Na'at and Séeb on your infrastructure or in the Mexico region of our cloud, information is processed in Mexico. With other models, each one states its provider and you decide.
On your server, as a project
If your operation requires it, we set it up with you on a server of your organization, managed by us.
Activity log
What each agent did, with which model and at what cost, for audit and compliance.
Your data does not train models
Your data is never used to train a model without an explicit contract. Sensitive information is anonymized before processing.
Credit analysis requires information from many sources.
FAQ
What people ask us before starting
It depends on the deployment you choose and the models you allow. We put it in writing in the proposal, model by model. If your information cannot leave your organization, the solution runs on your infrastructure.
One process with up to three agents, three weeks (SMB Starter). Two processes with teams and approvals, five weeks. Larger projects depend on scope and are set in writing in the proposal.
Nothing sensitive happens without a person's approval, and everything is logged: what each agent did, with which model and at what cost.
Agents work in the browser, with files and with your organization's systems: they log into the portal, enter data and download. If an in-house system needs a connector, it is quoted separately in the proposal.
Fixed-scope implementation packages (50% upfront, 50% at go-live) and an annual Lattice license billed monthly or quarterly. You pay per agent in production, never per user.
Another question?Book 45 minutes with our team
Siguiente paso
Stop doing repetitive financial work by hand
Book a free 45-minute diagnosis: what an agent like Sofía would do in your process, what it would not, and what it costs.
- 45 minutes, free
- Written answer
- In your cloud or on your server