Agentic Workflows

Four hypotheses for T2C adoption

Prototypes to test with customers. Goal: find the endorphin.

H1

Agentic Search & Match

Simulation built View simulation →
Analyst enters
business name
Human
→
T2C runs
18 checks
Agent
→
State reg, address,
revenue, reviews,
website, OFAC...
Results
→
Gaps flagged:
lawsuits, social
Manual only
→
Analyst reviews
+ approves
Human
Kyle: "Here's 15, they're done. Here's the 5 with gaps."   Bill: "We did the work for you. Just go look it up, make a decision."
H2

Batch Processing & Portfolio Monitoring

On Hold
Load list of
companies
Human
→
Hit Go
Human
→
Go do
something else
Agent works
→
T2C checks
all companies
Agent
→
Open app,
review results
Human
CompanyID MatchActiveHealthScoreA/R
XYZ CorpAll matchActiveHigh95
ABC LLCPartialInactiveMed82
EFG Inc............
HIJ Co............
Approved
Store doc w/ reason
Done
Rejects
Flagged
→
Analyst clarifies
reject reasons +
new research
Human
→
Agent does
research
Think Harder
→
More
approvals
Goal
Bill: "Load up all your customers, hit go, go get a cup of coffee, come back and just accept/deny. Take the rejects and have the app think harder."   Craig: "It could take over the whole lifecycle."
Incorporated into H3 — the adaptive workflow handles batch and per-org learning together.
H3

Meet the Customer Where They Are

Simulation built View simulation →
Per-org
model
Analyst uses
T2C their way
Human
System observes
decisions
Agent learns
Adapts to
their checks
Model refines
Gray area
shrinks
Over time
Custom T2C score per org
Goal
The gray area shrinks as the system learns
Day 1
After learning
Auto-reject Gray area (human review) Auto-approve
Bill: "Every analyst does their own damn thing. If it's 750+, approve. Under 620, reject. But 621 to 749, I gotta look at those."   Kyle: "The system learns so the light green becomes a little bit darker green."
H4

Inside Your AI (MCP)

Simulation built View simulation →
Customer deploys
Copilot / Claude
Their AI
→
T2C connects
via MCP
One-time setup
→
Analyst asks
one question
Human
→
AI calls T2C +
internal tools
Automatic
→
Full verification
no tab switching
Result
What the AI does behind the scenes
→ Salesforce lookup_customer Internal
→ Trust2Connect verify_business T2C via MCP
→ Trust2Connect search_litigation T2C via MCP
→ Trust2Connect check_reviews T2C via MCP
→ Compliance Docs get_approval_policy Internal
Kyle: "There's this technology called MCP which is like a way for you to write applications that sit inside of a ChatGPT or a Claude."   Bill: "Let the customer program the dang thing to work how they want it to work using our engine."