Documentation Index
Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
Use this file to discover all available pages before exploring further.
Agent UI
Role
Agent UI is the conversational and adaptive interaction layer that can sit in:- mobile banking
- online banking
- RM workbench
- assisted-service flows
Customer-facing patterns
- explain balances and transactions
- help navigate account features
- collect structured onboarding data
- guide users through lending applications
- surface relevant actions and reminders
- show experiment-aware messaging and offers
Staff-facing patterns
- summarize customer context
- draft servicing responses
- highlight pending approvals
- retrieve policy-relevant facts
- prepare case notes and handoff summaries
- assemble workbench context for assisted service
Protected action boundary
Protected actions such as payment release, signatory change, limit increase, pricing override, or credit approval route through:- entitlement checks
- policy evaluation
- approval profile
- authoritative core execution
UX rule
Every AI-generated recommendation shown in Agent UI indicates:- whether it is informational
- whether it is a draft
- whether it requires approval
- which action will happen next if confirmed