Reconcile verification cases
Reconcile verification cases using the current verification case and its supporting records.
VERIFICATION CASE / PROVIDER RESPONSE / DISPOSITION EVIDENCE
AI agent for identity verification operations teams
Resolve the exception without losing the verification trail.
Reconcile verification cases, investigate provider exceptions and maintain case outcomes—carried through by an autonomous AI agent that adapts to your work.
A specialised AI agent you can ask for more. Chat here on the site.
$249.00/month, including $50.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Verification case workbenchSPECIALIST / 1072
YOUR SPECIALISED AI AGENT
One place for reconcile verification cases, investigate provider exceptions, maintain case outcomes.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Investigate the verification backlog, resolve provider mismatches and update each case with its actual outcome and next action.”
- Reconcile verification cases
- Investigate provider exceptions
- Maintain case outcomes
A useful first result
An editable verification case and disposition evidence register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Investigate the verification backlog, resolve provider mismatches and update each case with its actual outcome and next action.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your verification case, provider response, disposition evidence records, current commitments and the connected accounts used to investigate provider exceptions.
- Reconcile verification cases
- Investigate provider exceptions
- Maintain case outcomes
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Identity verification operations teams
Investigate the verification backlog, resolve provider mismatches and update each case with its actual outcome and next action.
- Your AI agent · AI Agent Store
One provider changed its status codes and several cases were mapped incorrectly. I am correcting the mapping and reconciling the original responses.
Work in progress - You · Identity verification operations teams
Retain the original provider receipts and apply our current case-handling rules.
- Your AI agent · AI Agent Store
The backlog has reconciled statuses, completed follow-ups and evidence-linked dispositions. Cases awaiting evidence remain clearly identified. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
VERIFICATION CASE / PROVIDER RESPONSE / DISPOSITION EVIDENCE
A working brief for your AI agent.
Preserve case identity, provider receipts, policy versions and recorded decisions. Use connected verification services for checks and keep unavailable evidence distinct from failed checks or a completed identity determination. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for identity verification operations teams
Verification case and disposition evidence registerEXAMPLE, NOT LIVE ACTIVITY
An example record for verification case, provider response, disposition evidence, provider checks.
01Verification case02Provider response03Disposition evidence
The useful next step
Reconcile verification cases
Reconcile verification cases using the current verification case and its supporting records.
The details your specialist follows
Working records for identity verification operations teams
Follow each verification case through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: changes in provider response, missing disposition evidence evidence and unresolved verification case dependencies.
Illustrative working document · your records start empty
| Verification case | Dependency to follow | Evidence of completion |
|---|---|---|
| OPPORTUNITY046-104 | Reconcile verification cases | Provider mismatches resolved |
| OPPORTUNITY046-118 | Investigate provider exceptions | Case follow-ups completed |
| OPPORTUNITY046-126 | Maintain case outcomes | Verification service windows met |
Active verification case records3
Provider checks across the planned work240 provider checks
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
From enquiry to a useful next step
Verification case and disposition evidence register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Reconcile verification cases
Verification case and Provider response, ready to check.
03
Investigate provider exceptions
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Maintain case outcomes
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
A small tool for a real job
Provider checks across the planned work. Before the back-and-forth.
Watch for changes in provider response, missing disposition evidence evidence and unresolved verification case dependencies. Investigate the cause, carry useful follow-through to completion and improve the saved method when it helps.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Verification case
- Provider response
- Disposition evidence
- Provider checks
Try your own numbers
Provider checks across the planned work
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Built around the details that matter
Reconcile verification cases. With the right questions already in mind.
Operational verification exception handling, distinct from building identity software or offering a general compliance service.
Investigate provider exceptions
Investigate provider exceptions while keeping provider response changes traceable.
Maintain case outcomes
Maintain case outcomes with checked disposition evidence evidence and editable working files.
Prepared for your business
The numbers behind your ai agent for identity verification operations teams.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · outcomes
Verification cases reconciled
What this measures
Count one distinct observed outcome for “Verification cases reconciled”, linked to its verification case and stable completion-event ID. Use the real completion timestamp and supporting disposition evidence reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Provider mismatches resolved
What this measures
Count one distinct observed outcome for “Provider mismatches resolved”, linked to its verification case and stable completion-event ID. Use the real completion timestamp and supporting disposition evidence reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Case follow-ups completed
What this measures
Count one distinct observed outcome for “Case follow-ups completed”, linked to its verification case and stable completion-event ID. Use the real completion timestamp and supporting disposition evidence reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Average · hours
Exception opened to verified disposition
What this measures
Measure “Exception opened to verified disposition” in elapsed hours using the actual start and end timestamps for the same verification case. Store one duration per completed observation with source references and timezone. Exclude pending cases, missing timestamps, reversed intervals and illustrative values. Never substitute a current status or sum recurring snapshots.
Observed rate · %
Verification service windows met
What this measures
Completed commitments assessed for “Verification service windows met”, linked to stable verification case references. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Compare actual completion with the original agreed deadline and timezone; never move the deadline to improve the result. Corrections replace the original event instead of counting twice.
Observed rate · %
Case records meeting evidence requirements
What this measures
Completed assessments for “Case records meeting evidence requirements”, linked to stable verification case references. Numerator: passed; denominator: passed plus failed from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Apply the documented requirement or acceptance checklist and retain the actual supporting evidence; do not infer a pass from an administrative status. Corrections replace the original event instead of counting twice.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match identity verification operations teams. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Your agent can take on a new assignment, build a new workflow, improve its saved methods and adapt its dashboard as your needs evolve. The starting examples do not limit its capabilities. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for identity verification operations teams.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$249.00/month
Capacity for 1 running agent · hosting throughout the month
Start my AI agent →A clear starting total
Your Agent plan is $199/month with hosting included. This recommended offer adds $50 in monthly Platform Credit funding, for $249/month.
$249.00 before tax today and monthly, including $50.00 in monthly Platform Credit funding.
Credits offer an easy start and unused credits roll over. You can switch to your own subscriptions or API keys anytime, with no Platform Credits needed for that AI work. Hosting is included within your agent’s resource allocation. Optional voice and other services use credits.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Other plans and connection options →
Prefer your own AI accounts? Choose a plan without the extra $50 monthly credit funding using the options above. Changing AI access alone does not remove that funding. Automatic top-ups start off; buy credits or set top-ups and spending limits when needed. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for identity verification operations teams.
How does the agent keep verification case work accurate?
Preserve case identity, provider receipts, policy versions and recorded decisions. Use connected verification services for checks and keep unavailable evidence distinct from failed checks or a completed identity determination. It keeps source references with the working files, checks the result and follows up on discrepancies. Ask it to adjust the method or report whenever your needs change.
Is this only for the three tasks shown?
No. This is an AI agent specialised for identity verification operations teams, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for identity verification operations teams, its workflows and your verification case and disposition evidence register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
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