AI-driven case operations

Flow. Investigate with structure, decide with evidence.

Structured case operations powered by AI analysis. Flow keeps your compliance team aligned from first alert to final decision — with built-in reasoning, recommendations, and a full audit trail throughout.

Workflow

Every case has a clear path

01
ALERT
Signal detected
02
TRIAGE
Risk assessed
03
INVESTIGATION
Evidence gathered
04
REVIEW
Senior sign-off
05
DECISION
Action taken
06
CLOSED
File complete
STEP 01 — DETECTION
Something flagged.
A transaction pattern, a watchlist hit, or an anomaly detected by Trax or Lens. The case is created automatically with all available context attached — no manual entry required.
TRAX RULE ENGINELENS SCREENINGAUTO-CREATED
SENTINEL ACTIVE ON THIS STEP
TRIGGER
Trax rule #TXN-047 fired — structuring pattern
CASE CREATED
#AML-2024-08847 opened automatically
SENTINEL
Supervisor routing to Triage Agent
Step 1 of 6
INTRODUCING SENTINEL

Your AI teammate
that never
stops running.

Sentinel is an always-on AI agent layer built inside Flow. It watches every case, understands what changed, routes work to the right specialist agent, and keeps your team moving — without ever acting beyond what policy allows.

When a decision needs a human, it stops and asks. When it can act, it does. Every step, fully audited.

01
SENTINEL SUPERVISOR
Coordinator
02
TRIAGE AGENT
First responder
03
CASE REVIEW AGENT
Change detector
04
ATTACHMENT REVIEW AGENT
Evidence reader
05
CLARIFICATION AGENT
Question asker
06
ACTION AGENT
The doer
07
AUDIT APPROVAL AGENT
Explainer
Case #AML-2024-08847 — Flow
Potential gambling network · Assigned to AML Team
SENTINEL ACTIVE
Sentinel is initialising…
Sentinel suggests: Escalate priority → High · Tag: Gambling Network
Capabilities

Designed for accountability

Alert-to-case routing

Trax alerts and Lens hits convert to Flow cases in one click. All context — the alert, the subject, the history — carries across automatically.

Structured workflows

Cases move through configurable stages with required fields at each step. No decisions get skipped, no documentation goes missing.

Assignment and ownership

Cases are assigned to analysts with clear ownership. Managers see queue depth, SLA status, and escalation paths at a glance.

Full audit trail

Every action on a case is logged — who did what, when, and why. The audit trail is exportable and regulator-ready at all times.

Collaborative review

Multiple analysts can work a case with threaded notes, document attachments, and a shared activity feed.

SAR support

Structured case data feeds directly into SAR drafting. The investigation record is the filing record — no re-work required.

Live demo

Case management dashboard

Kanban view of active compliance cases — 10 mock cases across Open, In Progress, and Closed. Each card shows priority, source product, assignee, and customer.

Live demo

AI analysis tab

Automated risk analysis for case FC-0034 — executive summary, step-by-step reasoning, and actionable recommendations with action types and priorities.