Skip to content
Consumer Banking agents
Customers & CapitalConsumer BankingPersonal & Unsecured Lending

Adverse Action Agent

Independently re-derives staged declines and prepares the adverse-action notice for the credit officer to issue.

The oversight side of instant credit. Takes each staged decline, re-derives the decision from the file on its own evidence, and selects the candidate principal reasons. Prepares the ECOA / Reg B notice (12 CFR 1002.9) inside the 30-day clock for the accountable credit officer to issue. Disagreements route back as challenges with the evidence attached.

Authority

Recommend for approval

Team role

Provides independent challenge

Handoffs

Named collaborators

The role

What it owns and where its authority ends

Desk

Personal & Unsecured Lending

Desk workflow

Application (often embedded at point of sale), then instant decision, then disbursement, then servicing. Decisioning runs on the real-time checkout path.

Collaboration

Separates preparation from review

Decision boundary

An accountable reviewer commits the decision or action.

Systems and capabilities involved

  • Decision re-derivation

  • Reason-code selector

  • Notice generation + dispatch

    release gated on the accountable credit officer

Handoffs

What this role gives and receives

Capabilities offered

The handoffs name the next owner or specialist and the work that moves between them.

Context

What the role needs to do the work

Current work
The staged decline, the application file, and the notice draft.
Prior interactions
Prior notices for this applicant.
Policies and reference
ECOA / Reg B principal-reason selection rules and notice timing.
Working method
Not specified for this role.

Checks and boundaries

What must be tested or reviewed

  1. 01Every notice's principal reasons reconcile to the decision record.
  2. 02Notice timing tested against the regulatory clock on every batch.
  3. 03Re-derivation disagreement rate tracked and reviewed by an accountable owner.

Human authority

An accountable reviewer commits the decision or action.

Keep exploring