Solutions · Regulated Workflow Automation
The whole handoff.Governed end to end.
Everything between the front office request and the system of record: the clocks, the approvals, the outside parties and the evidence. Callvu runs the handoff end to end, and enforces every rule while the work runs.
Debit card dispute
Reg E clock: day 3 of 10
Dispute received from the app
Day 1Prefilled from the core and classified
DoneMerchant documents requested
WaitingProvisional credit decision
Decision DeskNotice to the customer
ScheduledEvery step on the clock, every decision on the record.
The problem today
Where your regulated workflowbreaks today.
Data typed in multiple times
The same details are keyed into the CRM, the core and the case system.
Work lands in inboxes
With no owner and no clock, nobody chases the broker, the bureau or the doctor. There is no accountability to enforce.
Decisions with no record
Approvals happen in email and rarely reach the system of record on time or accurately.
Compliance checked after the fact
Teams find out in the GRC system, once the work is done. When a step was missed, someone goes back and redoes it by hand.
How it works
Five automated steps.One governed process.
Prefill
Callvu reads what your systems already know, so customers only answer what is missing.
Classify
Each request becomes a unit of work: type, skill, effort and due date.
Chase and verify
Missing items are requested from the right party on a clock, and checked on arrival.
Decide
Judgment calls go to the right person in the Decision Desk, with only the allowed choices.
Write back
The result goes to your system of record by API, with the full record.
One workflow, end to end
A card dispute under Reg E,from the request to the core.
Two branches run at once: the merchant is chased on a clock while provisional credit goes out before the deadline. A person decides in the Decision Desk, and every step lands in the Audit Trace.
Built in Studio
Everything a regulated process needs.Without code.
Proof
Live in production.In weeks, not months.
100+
Processes live in under 3 months
Phoenix Insurance
Six months
To digitize every loan application and servicing workflow
Bank Leumi
$3M+
Saved on transcription and paper storage
Bank Leumi
3x
Faster procedure approvals
Ministry of Health
The same layer under all four solutions
The same evaluators, the same orchestrator and the same record, whichever door the work came through.
Bring the process your auditors worry about most
We will build it with you end to end, and stay with you through launch.