Terms used in banking operations
Six terms for how a bank runs operations with AI agents. Apollo runs each case by an approved procedure, and Atlas drafts that procedure from the bank's own policies, SOPs and regulation for its people to approve. Each definition explains what the term means in a bank's daily work.
6 definitions for Atlas and Apollo
6 terms in the glossary
A
- Approval stepAn approval step is a sensitive step in an approved procedure. A named person approves it in Slack, Microsoft Teams, Asana or the banking app before the case continues.Case (Apollo)
- Approved procedureAn approved procedure is a version the bank's process owner has approved in Atlas. Apollo runs that version, and the bank owns it.Procedure (Atlas)
- Audit trailAn audit trail on a banking case logs every message, decision, approval and system action, with its time, who did it and the procedure version in effect.Case (Apollo)
Which terms describe a procedure?
These terms belong to the procedure Atlas drafts. They name the person who approves a version, the version itself, the source cited for each fact, and the controls with the rules they rest on. Apollo runs a version the process owner has approved, and the bank keeps every earlier version.
Explore Atlas
Which terms describe a case?
These terms belong to the case Apollo runs. An approval step is a sensitive step a named person approves before the case continues. An audit trail records the case under the approved procedure, including the quality score. Exceptions go to the bank's team with the full case history.
Explore ApolloSee Atlas and Apollo at work.
Atlas drafts procedures from your own documents. Apollo follows the procedures your people review and approve.