Data sheet

SRI Summary Agent: understand case context in seconds

06.04.2025
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Manual context gathering is slow and error-prone. Investigators spend valuable time pulling data from siloed systems, delaying risk assessments and increasing operational strain—especially as alert volumes grow.

SRI Summary Agent streamlines investigations by automatically aggregating and summarizing data from multiple sources. It provides a clear, context-rich overview tailored to your workflows and policies – empowering faster, more confident decisions.


Why choose SRI Summary Agent?

  • Accelerate investigation triage
    Eliminate hours of manual effort. Automatically summarize KYC data, account details, subject history, and more into one comprehensive view.
  • Empower faster decision-making
    Equip investigators with rich alert context, enabling faster assessments, better prioritization, and greater confidence.
  • Enhance with external data sources
    Enrich summaries with third-party sources—or integrate with SRI Web Research Agent to embed deep web research directly into your investigations.
  • Personalized to suit your needs
    Trained on your policies and procedures, ensuring alignment with internal standards and regulatory requirements.
  • Robust model governance
    Built-in transparency and auditability help ensure regulatory compliance and simplify oversight.
  • Integrates with your systems
    Open API architecture makes integration seamless with your existing platforms and case management systems.
  • Scalable and future-ready
    Start with summary automation—then expand across your workflow by adding more SRI Agents as your trust in the platform grows.

How it works

From scattered data to clear case summaries – in one smooth process

  • Input
    KYC data, subject history, account info, alert metadata
  • Processing
    Automated aggregation, policy-aware summarization
  • Enrichment
    Optional third-party data and web research integration
  • Output
    Comprehensive, context-rich investigation summaries

Related Resources

SRI Agents: agentic AI brings intelligent automation to financial crime investigations

SRI Narrative Agent: turn raw case data into high-quality reports – automatically

SRI Web Research Agent: Automate comprehensive background checks

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