JM.Back to work ↗
Operations · Financial services · Applied AI

How can AI help a complaints team without making the final decision?

I built a complaint-review application around public CFPB data. It brings routing suggestions, emerging themes and supporting evidence into one queue, while keeping the final decision with a person.

Role
Independent project · working prototype
Tools
Python · SQL / DuckDB · FastAPI · React
Decision

Use automation to assist review. A suggested route or generated summary must remain open to correction, and a model failure must stay visible.

A reviewable workflowHuman decision retained
Validate

Snapshot checks and SQL metrics preserve the source of each result.

Propose

The router can decline to suggest a route. Draft summaries retain supporting excerpts.

Review

A person checks the evidence and confirms or corrects the suggestion.

Why it mattered

A queue needs more than a prediction

A high-confidence label is not enough to handle a complaint. Reviewers need the source evidence, clear reasons for manual attention and a way to see when the system cannot answer.

What I built

One path from data to review

I connected validated public-data snapshots to a DuckDB analytical layer, a calibrated product router and evidence-backed narrative summaries. A FastAPI service and React interface expose the queue, trends and model-monitoring views.

What I checked

Quality before efficiency claims

The documented frozen sample contains 50 summaries reviewed manually with AI assistance. Forty-five were marked as having every claim supported; all 50 had exact supporting quotes. Those checks assess this selected sample, not every complaint or a reduction in handling time.

What comes next

Measure the work it helps someone do

A useful next evaluation would compare manual and assisted handling on the same task design, measuring time, corrections and unresolved cases. Staff time saved and operational adoption have not yet been measured.

Evidence and limits

The frozen review reports a mean factuality score of 4.86/5, 45/50 summaries with all claims supported and 50/50 with exact quotes. The trained routing evaluation uses a separate chronological test window. These are bounded snapshot results. Public complaint counts are not a representative measure of consumer experience or a basis for ranking companies. The public demo reads a limited set of current complaints; trained routing, LLM generation and persistent review writes are unavailable there. It is a demonstration rather than a production case-management system.