Approved sources
Policy manuals, product terms, claims procedures, Shariah documentation
Which policy applies to this customer request?
iKB helps banking, insurance and risk teams search approved policies and claims procedures. Answers include source references for staff to check.
Example workflow
Test a real business question.
- 01
Check a policy or product term
Start with the material approved for the topic: policy manuals, product terms, claims procedures, Shariah documentation.
- 02
Compare approved operational figures
Find policy terms, claims procedures and Shariah documentation. Guide customer support and compare policy text with approved tables. Keep Decision Records for review.
- 03
Prepare a source-backed review
Set access by business role and keep the evidence behind each response. Staff remain responsible for decisions.
Plan your evaluation
What to test with your team.
Common tasks
Find policy terms, claims procedures and Shariah documentation. Guide customer support and compare policy text with approved tables. Keep Decision Records for review.
Access and human review
Set access by business role and keep the evidence behind each response. Staff remain responsible for decisions.
What to test
Choose a real business question, approved source material and a reviewer. Test missing information, exceptions and access restrictions before expanding use.
These examples show possible evaluation tasks. They are not customer case studies, verified results or a guarantee of regulatory compliance.
Test iKB on your team's questions.
Bring sample sources and clear requirements. Review the answers and controls before rollout.