POC agent that helps retail bankers resolve customer phone and ID update errors in the Hogan CIS system.

Banker Connections Agent (BCA)

AI agent that helps retail bankers resolve customer record update errors in real time, eliminating the need to call a specialist and wait 12–15 minutes while the customer stands at the counter.

This POC handles Clear CUID scenarios — errors when updating customer phone numbers and identification documents.

How It Works

Banker Chat UI  
      │  
Supervisor Agent  ──→  Clear CUID Agent  ──→  Simulated Hogan API  
      │                       │  
 (routes/escalates)    (lookup_procedure)  ──→  Vertex AI RAG  

1. Banker describes the error in chat
2. Supervisor Agent classifies the query and routes to the Clear CUID Agent (or escalates to a live specialist)
3. Clear CUID Agent identifies the error type, looks up the remediation procedure via RAG, retrieves the customer profile, proposes a fix, and executes it after banker confirmation

Tech Stack

Tools

Covered Error Types

Setup

BASH
uv sync  
gcloud auth application-default login  
cp .env.example .env   # fill in values  
./scripts/setup_rag.sh  # create RAG corpus and upload procedure doc  

Run

BASH
.venv/bin/uvicorn app.main:app --reload  

API

BASH
# Start conversation  
curl -X POST http://localhost:8000/api/v1/conversations \  
  -H "Content-Type: application/json" \  
  -d '{"banker_id": "B123", "branch_id": "BR01", "customer_ecn": "1001"}'

# Send message  
curl -X POST http://localhost:8000/api/v1/conversations/{id}/messages \  
  -H "Content-Type: application/json" \  
  -d '{"content": "I cant update the customers phone number, getting a format error"}'

# Confirm action  
curl -X POST http://localhost:8000/api/v1/conversations/{id}/confirm \  
  -H "Content-Type: application/json" \  
  -d '{"action_id": "...", "confirmed": true}'  

Veris Integration

Use the Veris CLI to create scenarios and run simulations against this agent.

BASH
# Initialize veris in the project (generates .veris/ config)  
veris init

# Push the agent environment to Veris to generate scenarios and run simulations  
veris env push  

The .veris/veris.yaml config defines the agent entry point, the Hogan API service mock, and the persona channel the simulator uses to interact with the agent.

POC Scope

This POC includes only the Clear CUID sub-agent. The full system would add ~15–20 additional sub-agents (trust accounts, wire transfers, etc.), real database connectivity, and production auth.

Source: https://github.com/veris-ai/banker-connections-agent