Collections OutreachDefinition Reviewin-review

Pre-Sandbox collaborative validation gate. Submitted by Priya Shah · definition v3.

rev_5c8e1a

Definition is edit-locked while in review.Priya Shah must withdraw to make edits.

Agent Definition · v3

Read-only snapshot under review. Comment counts shown per field.

4 comments

Namename

Collections Outreach

Descriptiondescription

Contacts policyholders with overdue balances, explains options, and books payment plans. Escalates disputes to a human.

Modelmodel

claude-sonnet-4-6

Toolstools

stripe-chargessalesforce-lookupduck-creek-writeapproval-broker

Skillsskills

payment-plan-quotepii-redact

Memory tiersmemory

Session MemoryLong-term MemoryUser Profile index

Guardrailsguardrails

team-bedrock-guardraildeny-amount-disclosure-over-phone (hard, pre-model)

Triggerstriggers

EventBridge: overdue-balance-nightly

Integration Point · APIintegration_points[0]

API · claim mode: opaque-id

Deployment approvalapproval

approval-required

Reviewers

roster

Marcus Chenteam admin

Final approver

pending

Linnea Park

Reviewed

Platform Reviewers3 members · any one

Satisfied by Aisha Okafor

Activity

All Review Comments, oldest first. Version-pinned across rounds.

1 open

LPLinnea ParkMay 26v2modelresolved

Haiku for a compliance-sensitive collections flow feels light. Did you consider Sonnet for the disclosure-sensitive turns?

Marked resolved by Linnea Park.

LPLinnea ParkMay 26v2toolsclosed · override

`duck-creek-write` is a mutation tool. Does an outbound collections agent really need write access to the core system?

Override note (Priya Shah): Write access is required to record the agreed payment plan back to Duck Creek. It is gated behind approval-broker, so no unattended writes. Keeping it.

AOAisha OkaforMay 26v2guardrailsresolved

The agent collects SSNs but v2 had no PII redaction. Please attach pii-redact before this can pass.

Marked resolved by Aisha Okafor.

AOAisha OkaforMay 28v3integration_points[0]unresolved

`opaque-id` claim mode on a finance-sensitive agent is a weak identity guarantee. This should be `verified-jwt` against the team IdP before Sandbox.

Comment on

Team Admin approval

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