The office·Finance & insurance·The decisions that stay licensed

The tool can read the file. A person owns the decision.

On the call, we would ask

  • Which decisions in your work require a licensed or accountable person by rule?
  • Has a tool you have seen offered a recommendation on one of them?
  • How would a regulator or an auditor see the tool's role in a file?
  • Who owns the line inside the firm?