Customer assistant with identity verification

A leasing company's account manager receives dozens of identical questions a day: what is my balance, when is the next instalment, what is the early settlement amount this month, send me last month's invoice, I need a confirmation of obligations for my bank. For each one the manager opens Soft4Leasing or Business Central, finds the contract, generates the document and sends it from Outlook. Meanwhile a customer who needs a payment deferred is waiting, or a customer with a dispute over an insurance payout. In the evening and at weekends customers get no answer, although the system has it.

The assistant works in your self-service portal and in e-mail. In the portal the customer is already logged in. By e-mail the assistant first confirms identity with a one-time code or directs the customer to the portal, and for new customers without an account it uses an Onfido or Sumsub check, if you already use one. Without a check the assistant only answers general questions about procedures. For a verified customer the assistant reads the schedule, balance, next instalment and the early settlement amount from Soft4Leasing or Business Central with read-only access, where the amount is calculated by the system itself under your rules, and prepares confirmation letters and invoice copies from approved templates. Requests to change the contract, defer a payment, and also disputes and complaints, are passed to the account manager as a task in Business Central or your CRM, with a summary and the contract number, and a person decides. We connect to Soft4Leasing through the Business Central API, a file export or an e-mail flow, depending on the version. The Claude model runs on Amazon Bedrock in an EU region, conversations are not used for training, and every answer and document is logged in line with GDPR and DORA.