Demo and pilot
See the case your analyst would receive.
A demo on a fictitious case, followed by a conversation about the supporting documents your team reviews and the checks that take up its time.
The first conversation does not require any customer documents.
- A walk-through of a case
- Your review workflow
- The scope of a possible pilot
A pilot with success criteria defined together.
On an agreed batch of cases, we compare your current review with a review prepared by Justilio. The aim is to find where the tool helps your team and what still needs adapting.
Define the scope
- The document types, countries, currencies and payment cases you encounter.
- The information and history your institution can share.
- The number of cases, duration and commercial terms of the pilot.
Compare how cases are prepared
| What we evaluate | How we look at it |
|---|---|
| Preparation time | The work needed to gather the checks and prepare the review, measured separately from Justilio’s processing time |
| Information quality | Confirmed values, incorrect values and items left to check |
| Customer follow-ups | Relevance of the suggested questions; number of exchanges actually observed, if the pilot includes them |
| Alert relevance | Useful findings, false alerts and known anomalies that were missed |
| Usable scope | Document types and situations that can be handled under the pilot’s conditions |
Report the results
- The results observed and how they were measured.
- The situations where the tool can help your team.
- The limits encountered and the adjustments needed.
- The conditions for a possible integration.