USE CASES

Start with the job that needs to change.

Platforms and solutions describe the capability. Use cases show what that capability does inside a real process: the work before, what changes, where a person decides and what can be measured afterwards.

Financial services

Mortgage document validation

Documents used to be opened, read, transcribed and compared manually. Missing or contradictory data surfaced late, creating repeated correction cycles.

Now the case arrives extracted and classified. Fields are evaluated, checked within each document and cross-checked across the case. The advisor confirms or overrides every result and remains the final decision-maker.

Case-handling time fell from one or two hours to 15–20 minutes. Correction rounds fell from four to two. The workflow supports HUF 39 billion in loan processing across 270 employees and more than 50 document types, with 34% ROI in the first year.

Powered by PeakX and Document Processing

Compliance rule interpretation

A specialist team previously answered rule questions by email. The same knowledge is now available at the point of work through an assistant that responds only from an approved source, links to the relevant page and refuses questions outside its scope.

The pattern operates inside an organisation of roughly 6,000 people and can be extended to further departments by configuration.

Powered by PeakX and Assistant for a Single Knowledge Base

SME grant pre-qualification

Businesses face a changing set of grants, loans and guarantees, each with its own documentation and eligibility rules.

The use case brings the opportunities into one filterable view, traces each one to its source, assesses initial eligibility from company information and provides a specialist assistant for detailed questions.

Powered by Occam and Assistant for a Single Knowledge Base

Agricultural finance

Businesses need to connect grant opportunities, financing and insurance with rules spread across complex policy material.

The delivered experience combines online grant pre-qualification and financing options with an assistant grounded in agricultural-policy legislation and investment-grant documentation, a knowledge environment and online crop insurance.

Powered by Peak FS, Beyond Banking and Assistant for a Single Knowledge Base

Family and youth banking

Children need real financial tools and education together, while parents need oversight appropriate to the child’s age.

The app combines a pocket-money account and card, savings goals, chores, parental controls and gamified financial learning. Integrated, semi-integrated and standalone models allow banks to fit the experience to their core-system readiness.

Powered by Peak FS and X-Heights

Energy

Household energy-efficiency education

An 18-lesson curriculum connects learning to decisions households can make in daily life.

The programme has reached more than 20,000 users and more than 100,000 completed lessons. The same education base measures progression, supports the learner and evaluates tasks at scale.

A learner who completes the curriculum and applies its recommendations delivers a sustainability contribution equivalent to planting approximately 40 trees through changed household behaviour rather than offsetting.

Powered by X-Heights

Capital markets

Shareholder and public financial education

Complex financial concepts become a structured, accessible learning journey with AI-supported guidance, assessment and gamification.

One programme reached more than 500 users and 3,000 completed lessons in its first month.

Powered by X-Heights

Education

Examination preparation

Learners receive structured preparation, interactive content, assessment and support around a defined syllabus.

One deployment reached more than 250 registrations and 700 completed lessons on its first day.

Powered by X-Heights

Career orientation from questionnaire data

Questionnaire results that previously required hours of manual analysis become class-level summaries, visual dashboards and individual assessments in minutes.

The output helps educators see patterns across a group while identifying learners who may need closer attention.

Powered by Survey and Exam Processing

Migration services

Relocation guidance and financial access

People moving between countries need practical answers about finding work, healthcare, residence, banking and everyday life, often in their own language and at the moment the question arises.

An approved-source assistant and education environment provide guidance on the client website and inside a mobile application. The wider experience can combine remittance, banking, lending and mobile connectivity.

This client adopted both education and mobile-banking capabilities from the same EcoSystem base. A second banking client has done the same, demonstrating how the platforms combine in practice.

Powered by X-Heights, Peak FS, Mobile Banking and Assistant for a Single Knowledge Base

Insurance and automotive

Document and knowledge-intensive operations

Work in preparation across insurance and automotive applies document checking, assistants drawing on multiple knowledge bases and a Discovery phase that identifies the process worth changing first.

The same governed platform pattern transfers across regulated and supervised environments without making the industry itself part of the core architecture.

Powered by PeakX, Document Processing and Assistant for Multiple Knowledge Bases

Related industry Automotive & Mobility

Use Cases

The same pipeline, beyond lending

Any process built on documents that must be read, checked against one another and signed off by a person can use the same six-stage pattern, review interface and audit trail.

That includes logistics paperwork and public-administration case files as architectural fits, while SME lending, property valuation, invoice and bank-statement processing and agricultural finance already run on the shared pipeline.

Bring us one process

The fastest way to judge a use case is against work you already do. Bring one document type, knowledge base or workflow. We will show what already exists, what would need integration and how the result could be measured.