Platform
Onboarding Ops OS: orchestrator + policies + audit trail + adapters.
How we're different
- Durable workflows that run for days.
- Policy-as-rails with explicit approvals.
- Evidence-first exports and binders.
Trust rule: AI drafts; humans decide for sensitive outcomes.
Core architecture
Connectors
Orchestrator
Policy Engine
Agent Tools
Audit Ledger
What compounds over time
Exception taxonomy
What goes wrong, how often, and how it gets resolved.
Playbooks
Standard packet templates and routing rules by segment.
Vendor adapters
Swap checks vendors without rewriting onboarding ops.
Use the platform in a pilot
Start with merchant KYB and expand to refresh and EDD.