RM Meeting Prep Agent
Prepares a one-page brief before a relationship manager meets an SME client: the relationship at a glance, facility usage and conduct, cash flow trend, recent service issues, open opportunities and suggested questions. Built on sme-portfolio-mart and summarised with credit-memo-summariser.
Ownership and sensitivity
Who approves access
- Owner, Commercial Banking, Faizal Rahim
- Data Governance Office, Ahmad Faizal
Customer-level data under banking secrecy and PDPA, and models that decide on customers.
Named-user entitlement with the data owner's consent and a stated purpose; reviewed on expiry.
- Banking secrecy
- Customer account information protected under the Financial Services Act 2013.
- Customer PII
- Contains or processes personal data about customers (PDPA 2010).
- GenAI
- Generates text; prompt screening for customer data and output review apply.
Tools
- BigQuery read (sme-portfolio-mart)
- Cash flow forecast (sme-cashflow-forecaster)
- Next best offer (next-best-offer)
- Gemini on Vertex AI (credit-memo-summariser)
- CRM: meeting brief writer
Data access scope
- Read-only: the RM's own client portfolio in sme-portfolio-mart
- Read-only: open complaints and service cases for the client
- Write: meeting brief attached to the CRM calendar entry
Guardrails
- Only prepares briefs for clients in the requesting RM's portfolio
- Offers shown are suggestions from next-best-offer, never pre-approved credit
- Briefs expire from the CRM 7 days after the meeting
Human-in-the-loop
- RM reviews and edits the brief before the meeting
- Team lead can see which briefs were used, for coaching
Orchestration
Every tool call is scoped by the declared data access above; the orchestrator cannot reach systems outside it. Owning business unit: Business Banking.
Live demo run
Watch the agent execute a real scenario step by step, every tool call, validation, and human checkpoint is traced and auditable. Typical run: ~9.3s.
Audit
Updated 2026-07-17. Run traces retained 24 months for audit under the platform governance policy.
Community · 0 threads
Questions, findings and requests from the business units that use this asset. Owners reply here; threads with upvotes surface to the owning team's inbox.