Interactive Activity

Credit Union Agent Sandbox

Configure an AI agent's instructions, enable APIs, apply compliance guardrails, and execute a request. Trace the step-by-step reasoning trace to see where guardrails save the day or where regulatory risks occur.

1. Select Agent Persona

2. Equip API Tools

Core Banking System APIEnables reading account balances & changing fee statuses

Credit Bureau APIPulls credit profiles and credit bureau ratings

Policy Search RAG ToolSearches the Credit Union Loan Policy Handbook

3. Apply Compliance Guardrails

PII Masking FilterRedacts SSNs, account numbers, and personal info before sending to AI model

Lending Threshold GuardBlocks agent auto-approval if DTI > 45% or score < 600

Human-in-the-Loop (HITL) GateForces manual confirmation for wire transfers, final loan decisions, or fees

4. Select Scenario or Write Input

Member Prompt Input

Execution Terminal (Live Trace)

Configure agent options above and click 'Run'