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05 — AI and Automation

Making AI safe enough for a regulated operation

A governed automation pattern for a regulated environment, where every model decision is explainable, logged and answerable to a named human.

Client
Aviva
Sector
Insurance and wealth
Year
2026
Services
AI and Automation, Data and Enablement
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The challenge

Case handling absorbed by document collection, rekeying and chasing, in a process where an error carries regulatory consequence.

Genuine appetite for AI alongside a compliance function that could not accept an unexplainable decision.

Earlier pilots that demonstrated well and never reached a live process.

What we delivered
  • 01

    Workflow discovery across the case journey, with each handover scored for volume, variation and the cost of getting it wrong.

  • 02

    A document-understanding step that extracts and validates inbound evidence, and escalates anything it is not confident about.

  • 03

    Decision logging and audit trails designed with compliance in the room rather than presented to them afterwards.

  • 04

    Role-based enablement so case handlers understand where the assistance stops and their judgement starts.

Outcome

Performance figures available on request

Engines involved
  • AI and Automation
  • Data and Enablement

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