Settlement operations an agent triages and a person approves.

Turn inbound settlement instructions and exceptions into a governed workflow where AI triages and drafts the response, and a person approves before anything is committed.

A financial-operations professional's hands reviewing printed statements with a pen at a modern desk, monitors softly blurred behind.
§ 01 · How it works

One run, end to end.

Kora runs settlement operations as governed workflows: an agent triages inbound instructions and exceptions, drafts the response or match, and a person approves before anything is committed, with a hash-chained, replayable record of every step.

  1. Inbound

    Instructions land

    Inbound instructions and breaks enter the released workflow as they arrive.

  2. AI agent

    Triage and draft

    The agent classifies each case, gathers the context, and drafts the match, chase, or resolution.

  3. Approval

    An operator approves

    The proposed action is approved, adjusted, or escalated before anything is committed.

  4. Record

    Resolution on the record

    What arrived, what was proposed, who approved, and what was done: one append-only entry.

Every exception is handled on the record, not in a spreadsheet. Hash-chained, replayable.

§ 02 · The approach

Settlements

What you get

  • Breaks that arrive triaged

  • A person approves before it commits

  • Every action leaves a record

01

Triage and drafting, done by the agent

Inbound instructions and breaks are read, classified, and drafted into a proposed action, so the queue arrives sorted rather than raw.

02

A person approves before committing

The agent proposes a match, a chase, or a resolution, and an operator approves, adjusts, or escalates before it is committed.

03

Every action leaves a record

What arrived, what the agent proposed, who approved, and what was done land in a hash-chained, replayable record, so settlement decisions are auditable.

§ 03 · FAQ

Questions, answered.

What teams ask when they evaluate Kora for this problem.

No. The agent triages and drafts a proposed action, but an operator approves before anything is committed. The record shows the proposal and the human decision.

Inbound instruction handling, exception and break triage, matching proposals, and follow-up chases, each as a step in a governed workflow with approvals and evidence.

The matching engine clears what it can match automatically. The breaks and exceptions it cannot clear still land in queues, spreadsheets, and email. Kora governs that part of the operation: an agent triages and drafts the resolution, an operator approves, and every exception is handled on a hash-chained record.

It orchestrates across the systems you already run, reading instructions and writing approved actions back. It governs the process and the evidence, it does not replace those systems.

Shorter cycles leave less time to resolve exceptions by email and spreadsheet. In a governed workflow the agent triages an instruction or break the moment it lands, drafts the response, and routes the approval with context attached, so the remaining time is spent on the decision rather than on assembling it.
§ 04 · Next step

Bring one day of breaks.

In a demo, bring the exceptions your team cleared yesterday. We will run them through a governed workflow: the agent triages and drafts, an operator approves, and every resolution lands on the record.