Axtor.App

Solution by industry

Control financial actions before an AI agent changes the outcome.

Financial actions can use familiar system capabilities while depending on a precise customer instruction, transaction state, policy, and approval boundary.

Illustrative use cases for financial services actions.

Explore a Pilot
Financial Services: illustrative runtime control flow
01Proposed actionFee reversals /
A
Axtor Control EngineScope · Intent · Evidence · Policy · Authority · Risk
01

Fee reversals /

02

Transfer cancellation /

03

Customer-requested account changes

ALLOWBLOCKCLARIFYAPPROVAL

Where runtime control matters

An AI action can need more than technical permission.

An agent can have access to a tool while targeting the wrong transaction, scope, record, privilege, or business outcome.

Fee reversals and payment adjustments

Match the customer instruction to the exact fee, payment, and settlement state before changing the balance.

Transfer cancellation and account servicing

Identify the transfer and confirm that its current state still permits cancellation or servicing.

Customer-requested account changes

Verify the requested account, field, and duration before changing a customer record.

Disclosure of sensitive account information

Confirm the recipient, purpose, and permitted data scope before disclosure.

Illustrative scenario

Follow one proposed action through the Axtor Control Engine.

This fictional example shows how a request, relevant context, and six control dimensions shape a runtime outcome. It is not a customer deployment or legal conclusion.

01Human request
“Cancel the transfer I made this morning.”
02Agent proposed action

Cancel the most recent outbound transfer.

03Human context
  • Customer conversation
  • Account ownership
03Enterprise context
  • Transfer records
  • Cancellation policy
  • Transaction state
03External context
  • Applicable payment constraints
04Axtor Control Engine

Six control dimensions

Scope
Transaction unclear
Intent
Ambiguous
Evidence
Multiple transfers
Policy
Cancellation path exists
Authority
Customer verified
Risk
Financial change
Runtime outcomeCLARIFY

More than one transfer matches the request, so the intended transaction must be confirmed.

Explore another scenario in the Axtor Playground

Decision context

Context Axtor uses

Axtor uses only the relevant records and constraints supplied or retrieved through agreed integrations for the proposed action.

Human context

  • Customer conversation
  • Account ownership

Enterprise context

  • Transfer records
  • Cancellation policy
  • Transaction state

External context

  • Applicable payment constraints

Same capability. Different runtime decision.

Context changes the control outcome.

The same tool or API can be available in each case. The action may still require a different runtime decision.

01

Pending transfer

A pending transfer may still allow cancellation.

02

Confirm the transaction

Multiple morning transfers make transaction identity ambiguous.

03

Settled transfer

A settled transfer may require a different resolution path.

Related workflows

Explore related actions and operating contexts that can require different runtime controls.

workflowCustomer Service & Contact Centers

Control customer service actions before they affect accounts or transactions.

Explore Customer Service & Contact Centers workflowPayments & Transaction Actions

Control payment actions against the intended transaction and state.

Explore Payments & Transaction Actions workflowRefunds, Credits & Financial Adjustments

Control financial adjustments against the exact request and transaction.

Explore Refunds, Credits & Financial Adjustments workflowData Access & Disclosure

Control disclosures by recipient, purpose, and record scope.

Explore Data Access & Disclosure workflowCross-Border Actions

Control cross-border actions using the relevant entities and agreements.

Explore Cross-Border Actions

Start with one action

Have an action like this?

Bring us one AI action your team wants to control before execution.

Explore an Axtor Pilot