Servicing Copilot work-trial implementation

Import loan tape, open NSF cases, classify borrower replies, draft next action.

This screen is the actual test path. Borrower PII is redacted before any Gemini request.

Gemini model: gemini-2.5-flash-lite

Saved workspace: 0 loans, 0 NSF case candidatesImports are saved in this browser. The lower case list shows only cases created by the latest import.

AI privacy modeGemini receives masked borrower text only. Name, email, phone, property address, and loan ID stay local.

1Import CSV

2Review NSF Case

3Classify Reply

4Draft Response

1. Loan Tape Import

Choose a sample, upload a file, or edit CSV directly. Import saves loans first; only NSF rows open cases.

Upload CSV

2. New Cases From Latest Import

A loan can be saved without becoming a case. Only newly imported NSF loans appear here.

Import the loan tape first, or open an NSF loan from the saved registry below.

Saved Loan Registry

This is the persistent browser workspace used to detect future duplicate imports.

No loans saved yet. Import a CSV first.

3. Borrower Reply Classification

This calls Gemini and returns a strict JSON classification.

Import a new NSF case or open one from the saved registry first.

4. Draft Staff-Reviewed Response

Drafting is separate from sending. Nothing is emailed from this app.

Classify a borrower reply first, then draft a staff-reviewed response.

Activity

The visible event trail for the current test run.

Run the import to start the activity trail.