AI Case Assistant: history summary and risk detection
A module that aggregates case history and prepares a controlled summary with detected events and sources.
Problem
Before contacting a customer, an employee had to analyse a scattered history of notes, messages, payments and earlier arrangements. Important promises or risks could be missed.
Solution
The module aggregates case data and creates a structured summary: status, recent actions, declarations, unmet commitments, deadlines and escalation signals. The result retains source identifiers and can be verified manually.
Responsible implementation
The solution uses structured output, model and configuration versioning, and evaluation on representative examples. We do not publish unapproved client data or invented metrics.
Result
A controlled result ready for human verification; detailed metrics remain confidential.
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