Why Intentyfi Differentiator Flagship Workflows Comparison Governance Security & Compliance
Automate & Augment Financial Workflows with AI Agents

Accelerate Financial Workflows.
Bound by Deterministic Policy.

Intentyfi empowers financial institutions to automate document-intensive, rule-complex workflows — accelerating decision velocity while remaining strictly bound by regulatory policy and internal business logic.

Explore Workflows
⚡ Continuous Reasoning
Re-evaluates rules on every fact update
🛡️ Validated Data Only
Zero inconsistent state to system of record
🤝 Self-Driving Cases
Auto-creates missing document tasks
Policy & Business Logic Sandbox
v3.4.2-enforced
# Declarative KYB Ownership & Verification Spec rule merchant_kyb_verify: require: tin_irs_match == true for_each owner where ownership_pct >= 25: require: identity_verified == true require: ofac_sdn_hits == 0 require: control_person.identity_verified == true then: assign_risk_tier("Grade-A")
✓ Execution Result: VERIFIED & ENFORCED (0.3ms)
Audit Ref #INT-88219

Where unstructured documents meet intricate policy rules.

Financial workflows suffer from a dual bottleneck: processing unstructured documents (W-2s, KYB applications, claims) and evaluating them against dense policy rules (BSA/AML limits, DTI caps, TRID timing). Intentyfi unifies document intelligence with continuous constraint reasoning to automate both.

01. ACCELERATE

LLM Perception & Extraction

Rapidly ingests and parses unstructured financial documents, W-2s, KYB filings, and transaction logs in seconds.

02. ENFORCE

Continuous Constraint Engine

Validates extracted data against executable Policy Rules in <1ms. Guarantees 100% adherence to internal and regulatory rules.

03. AUGMENT

Self-Driving Cases & Audit

Executes pre-cleared routine actions automatically while auto-creating missing document tasks with complete structured audit trails.

Beyond rule-checkers and chatbots: continuous constraint reasoning.

Standard decision engines run static checks once at the end of a pipeline. Generic AI agents guess without boundaries. Intentyfi unifies perception and logic into an autonomous execution engine.

💡 Neuro-Symbolic Core: AI that reads and reasons, bound by logic that can't drift.
🔄

Continuous Constraint Reasoning

The engine re-evaluates every relevant constraint the instant any fact changes (a newly uploaded document, a corrected value, or a policy update), instead of running a one-time rule check at the end.

🛡️

Validated-Only Data Integrity

Only data that completely satisfies defined constraints is committed to your system of record (core banking, LOS, ERP). Downstream systems never see inconsistent or invalid state.

🤖

Self-Driving Cases

When data is missing or a constraint cannot be satisfied yet, Intentyfi creates the next task automatically (requesting a document, prompting the applicant, or escalating to a human officer).

📑

Policy Docs to Live Logic

Intentyfi Studio ingests human business guidelines, credit manuals, and KYB procedures, proposes data models and constraints, and deploys production backend logic in minutes.

⚖️

LLM + Constraint Negotiation

Agents use LLMs for visual document perception, dialogue, and qualitative judgment — while the deterministic constraint engine retains strict authority over what actions are permitted.

🔍

Cryptographic Audit Trace

Every evaluation step, rule execution, and automated routing action yields a SHA-256 hashed audit log for zero-friction regulatory inspections.

Real-World Case Execution Timeline Merchant Onboarding Application #MOB-9941
T+0.0s · INTAKE
App Received
Merchant submits application with 3 PDFs attached.
Parsing
T+0.2s · CONSTRAINT
Missing Owner ID
Constraint check: 25% owner ID unverified.
Task Auto-Created
T+14.2s · UPLOAD
ID Ingested
Applicant uploads Driver's License via automated prompt link.
LLM Vision Parsed
T+14.5s · RE-EVAL
Constraints Clear
Engine continuously re-evaluates all rules: TIN OK, OFAC 0 hits.
0.3ms Pass
T+14.8s · COMMIT
Approved & Traced
Committed to core banking with SHA-256 cryptographic audit record.
Grade-A Approved

Specialized AI Agent Solutions

In-depth overview of our flagship pre-built financial workflows — featuring before/after efficiency metrics and cryptographic audit traces.

BANKING & FINTECH

Merchant KYB & Onboarding

Automates business entity validation, Secretary of State registry cross-matching, TIN verification, and beneficial ownership screening against OFAC databases.

Legacy Manual Review: 4–6 Days
Intentyfi Agent Execution: 45 Seconds
TIN Match: VERIFIED (IRS)
OFAC SDN Hits: 0
Owners >=25% Verified: 2/2
Audit Ref: #KYB-88219 (SHA-256)
LENDING & COMMERCIAL

Credit & Commercial Underwriting

Parses corporate financial statements, tax filings, and bank feeds while continuously computing Debt Service Coverage Ratios (DSCR) and liquidity caps.

Legacy Financial Spreading: 10 Days
Intentyfi Agent Execution: 2 Minutes
DSCR: 1.42 >= 1.25 (PASS)
Liquidity: $450k >= $250k (PASS)
Risk Tier: Grade-A Approved
Audit Ref: #CRE-40291 (SHA-256)
COMPLIANCE & RISK

BSA / AML Alert Triage

Detects transaction structuring patterns (repeated wire amounts under $10,000 threshold within 48 hours), clears routine false positives, and auto-drafts SAR narratives.

Legacy False Positive Review: 35 Mins / Alert
Intentyfi Agent Execution: 0.4 Seconds
Structuring Pattern: DETECTED (3x $9.8k/48h)
SAR Drafted: Narrative #AML-9910
Escalate: Tier-2 Compliance Officer
Audit Ref: #AML-99104 (SHA-256)
Also Configurable For:
Mortgage TRID & Intake Insurance Claims Pre-Check Refund & Dispute Management Portfolio Risk & Covenant Monitoring

How Intentyfi compares.

Financial buyers evaluate solutions based on policy adaptability, document handling, and data integrity. Here is how Intentyfi compares to legacy decision engines and generic LLM agents.

Evaluation Criteria Generic LLM Agents Rules & Decision Engines INTENTYFI
Time to Change a Policy Days to weeks (prompt trial & error) Weeks to months (IT release cycles & code) Minutes (Studio converts policy docs to live specs)
Handling of Unstructured Documents Native parsing, but prone to hallucinations Cannot ingest docs; requires manual data entry / ETL LLM perception + guarded constraint extraction (0% hallucination)
Reaction to Mid-Case Data Changes Restart conversation / stateless prompt loop One-time batch check; re-run entire pipeline Continuous Constraint Reasoning (instant fact re-evaluation)
Data Integrity Guarantees None (unbounded LLM text output) High for static structured inputs 100% Validated-Only Data (zero inconsistent DB state)
Explainability & Audit Depth Opaque prompt logs / black box Static decision tree execution logs Full cryptographic audit trace per constraint evaluated
Human-in-the-Loop Routing Manual human review required for every step Rigid fail/pass flags; no task creation Autonomous self-driving task creation for missing data

Controlled speed: Policy changes without risk.

Model-risk and compliance teams demand speed without sacrificing validation. Intentyfi combines visual policy-change workflows with automated backtesting before production release.

STEP 01

Edit Rule in Studio

Risk officers adjust policy guidelines or logic constraints directly in plain English or Studio UI.

STEP 02

Compliance Validation

Automated static analysis checks for logical conflicts, syntax correctness, and regulatory bounds.

STEP 03

Replay Historical Cases

Backtest the new rule against 10,000+ past cases to instantly quantify impact, pass rate, and risk delta.

STEP 04

Promote to Production

One-click release with full Git audit history, sign-off logs, and instant rollback protection.

Regulator-Ready Auditability

Every decision generated by an Intentyfi agent creates an immutable structured execution record detailing exact inputs, policy rules evaluated, and outcome.

• OCC & CFPB Inspector Support: Export full decision traces on demand.
• Version-Controlled Policy: Manage constraint rules in standard Git repositories.
• Enterprise Security: Deploy on-premise, in VPC, or via single-tenant Cloud API.
INTENTYFI EXECUTION STREAM ENFORCED
[09:30:01]RULE ofac_screening → PASS · 0 hits
[09:30:02]RULE ein_registry_lookup → PASS · match verified
[09:30:03]CONSTRAINT velocity_cap → PASS · $9.8k structuring alert
[09:30:03]AUDIT_RECORD written · SHA-256=a7f291... VERIFIED

Send us your onboarding policy — see it running as an agent within 48 hours.

Experience how Intentyfi Studio converts your unstructured credit guidelines, underwriting procedures, or KYB policy into an active policy-enforced agent.

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