Ops • Exception Prioritization
Exception Triage Agent
Ranks exceptions by impact, urgency, and evidence so analysts start with what matters most.
What this agent does
“Exception Triage makes the queue manageable by ranking what matters first—with reasons your team can trust.”
Best for
- High-volume exception queues
- Shared services ops teams
- Any workflow where ‘everything is urgent’
Bad fit / walk-away
- Removing human review
- No consistent exception data fields
- Needing deterministic routing without policy inputs
Inputs & outputs
Inputs
- Exception queue export
- Impact fields (amount, SLA, counterparty)
- Policy rules (client-defined)
- Historical resolution labels (optional)
Outputs
- Ranked queue (Top/High/Medium/Low)
- Explainable ranking reasons
- Suggested next step template (not actions)
- End-of-day triage report
Note: Implementation specifics (prompts/config/orchestration) are gated by partner tier and certification (see IP Notice).
KPIs this agent improves
- Average time-to-first-touch
- SLA breach reduction
- Queue size reduction
- Analyst throughput
Human-in-the-loop boundaries
- Does not close exceptions.
- Does not contact counterparties.
- Human decides and records resolution.
Approved language: “flags”, “surfaces”, “summarizes”, “supports review”. Avoid “decides”, “executes”, “guarantees”.
Where it fits (pilot → production)
- Pilot: ranking + explainability review
- Production: ranking + daily rollups + KPI tracking
- Audit: rationale stored with each ranking