Scope · Review · Evidence
Progress should be understandable and reviewable.
FinAI’s evaluation approach starts with a defined financial workflow and measures agreed with the people who use it.
What a focused evaluation can include
- 01
Define the use case
Choose a narrow workflow, identify its users and clarify which sources, jurisdictions and outputs are in scope.
- 02
Establish a baseline
Record the time, corrections and unresolved exceptions in the existing process using a defined sample and period.
- 03
Review the work
Evaluate the workflow with the responsible professionals and document corrections, exceptions and the reasons behind their decisions.
- 04
Report the outcome with context
Present the sample, method, duration and limitations alongside any measured result. Publish customer-specific information only with appropriate permission.
Measures that fit the task
Time spent
Minutes needed to complete the same defined review or reporting task.
Corrections required
Changes requested by a reviewer after an initial classification or output.
Exceptions resolved
Review items that reach a documented outcome with supporting context.
Traceability
The ability to connect a report or decision to its source records and assumptions.
Let’s talk about your workflow
Start with the problem you want to solve.
A practical conversation about your business, your records and your review process.