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Design partners

Pilot a controlled AI workflow before it goes live

Corentis Shield helps teams test checkpoints, human review, escalation and evidence capture around AI-assisted regulated workflows.

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Who this is for

Corentis is seeking focused conversations with regulated teams who want a low-friction way to test AI-assisted work before production deployment.

complaints teams
vulnerable customer teams
regulated customer support
AI transformation teams
operations leaders
governance/risk teams

Ideal first pilot

financial services complaints workflow
vulnerable customer handling
regulated support casework
internal AI copilot for sensitive customer cases
AI-assisted drafting where human approval is required

What a design partner pilot could test

The pilot can start in a non-production setting, using realistic scenarios to learn where checkpointing, review and evidence are needed.

whether policies can become operational controls
which AI outputs should pause before action
which signals should trigger escalation
how human review should work
what evidence should be captured automatically
what a pilot report should show before wider rollout

Suggested pilot stages

Stage 1

Select workflow

Stage 2

Define boundaries

Stage 3

Map policy controls

Stage 4

Run scenario tests

Stage 5

Simulate runtime checkpoints

Stage 6

Review blocked/escalated actions

Stage 7

Generate evidence pack

Stage 8

Decide next step

The checkpoint pattern

1

AI proposes

Draft reply, recommendation, case update or workflow action.

2

Corentis checks

Policy, risk, context, approval and evidence requirements.

3

Decision returned

Proceed, review, escalate or block before action.

4

Human review

Sensitive or uncertain cases go to the right person.

5

Evidence logged

Proposal, reason, decision, reviewer and timestamp recorded.

What the design partner receives

control-plan sample
scenario test results
review queue summary
evidence pack
sample pilot report
recommendations for controlled next step

A design partner pilot can begin as non-production exploration. Corentis does not claim regulatory approval or live enterprise deployment.

Preview the evidence shape

Sample report structure

What a pilot report contains

Illustrative

Use-case boundary

Control objectives

Scenario tests

Checkpoint outcomes

Review queue summary

Evidence log

Residual risks

Go/no-go recommendation

Control matrix preview

Policy intent turned into reviewable controls

Vulnerable customer disclosure

Pause direct response -> Human review -> Disclosure log

Financial difficulty signal

Escalate hardship -> Specialist review -> Support note

Unsupported complaint closure

Block closure -> Complaint handler -> Investigation evidence

Sensitive compensation wording

Require approval -> Supervisor -> Approved wording

Missing investigation evidence

Hold action -> Case owner -> Evidence gap flag