Questions
How much of our team’s time does this need?
Reviewers keep doing the review they already do, and add a one-line reason when they correct the agent. A supervisor approves new rules. At the start we need a few hours from one experienced person.
Does it replace our staff?
It takes the repeat work off your team. Your people still decide the hard cases and approve every rule. The time saved can go to new clients without adding headcount.
What happens if a rule is wrong?
Each rule is tested on past cases before it is used, and reviewers still see the agent’s work. If a rule causes a wrong answer, you switch it off. The record shows every case where it was used.
What can we show our auditors or regulators?
The record of every decision: the data used, the proposal, the reviewer’s decision, the rule applied, and who approved it and when. It can be exported for your auditors and your controls report.
How is this different from ChatGPT Enterprise, Copilot or Claude?
Those are general assistants. Lumiveo works one operations task, learns your clients’ rules from your reviewers, asks for approval before using them, and keeps a record you can hand to an auditor.
How is this different from AI monitoring or logging tools?
Those tools are built for engineers and record what a model did. Lumiveo is built for your operations and compliance staff: the record shows the rule used and the person who approved it, and it changes how the agent works next time.
Do you need to connect to our accounting system?
Not for a pilot. The first version works from files exported from the system you already use.
Do you train an AI model on our data?
No. The agent improves by following your approved rules and the steps saved from past cases, with the model unchanged. If you want, your corrections can later be used to train a model that belongs to you.
Can it work with the agent we already have?
Yes. Lumiveo can add the rules, testing, approval and record around agent software you already run.
What does it cost?
A pilot has a fixed price agreed before it starts. After the pilot, pricing depends on the number of client funds and items. Ask us for a quote.
Which teams is this for?
Fund administrators, and operations teams at hedge funds, asset managers, banks and brokers that review exceptions every day.