The Agentic Bank

Hardship & Recovery Agent

⬡ Bridge Assesses hardship and assembles loss-mitigation / recovery options.
◆ Supervised Specialist

Gathers the hardship picture into a structured file, models what's affordable, and ranks the eligible relief … forbearance, modification, settlement … against eligibility and investor rules, then discusses it with the customer. A senior loss-mitigation agent re-derives the relief decision before it commits.

Memory

Working The hardship file: income, expenses, and the relief options being modelled.
Episodic Prior arrangements and how this customer has performed on them.
Semantic Loss-mitigation programmes, eligibility rules, regulatory + investor requirements.
Procedural Option-modelling playbooks per product and hardship type.
Store File-based memory tool + collections case store

Orchestration

pipeline MCPA2A

Harness · Managed Agents … case session; structured note-taking captures the hardship file and option analysis for the gating agent and the record.

Tools

{ } Collections / loss-mitigation platform API ›_ Affordability + relief modeller Code exec Program eligibility rules (RAG) Retrieval Senior loss-mitigation agent gate A2A

Evals & guardrails

  • Any relief or settlement is NEVER auto-committed … a senior loss-mitigation agent re-derives and delivers it.
  • Eligibility + investor-requirement checks on every modelled option.
  • Fair-treatment review: options offered consistently across comparable hardships.
  • Affordability-model outputs sampled for accuracy against the hardship file.

Offline reflection

Replays modified loans' later performance to learn which relief structures stick … improving option recommendations for the gating agent, not the redefault rate alone.

Frontier edge

  • World-model simulation: simulates each relief structure forward (forbearance vs. modification vs. settlement) against the customer's modelled cash-flow, so the gating agent sees which option holds, not just the one with the lowest redefault rate on paper.
  • Causal reasoning: counterfactual affordability analysis to distinguish a temporary shock from a structural shortfall, matching the relief to the real hardship.
  • Formal action-gating: the option package is signed and replayable, but relief and settlement provably cannot self-commit, the empathetic, life-affecting decision passes through an independent senior loss-mitigation agent that re-derives it.

A sample run

Trigger A mortgage customer in outreach reports a job loss and can't make payments.
  1. 1Gather income, expenses and the hardship reason into a structured file.
  2. 2Model affordable options: short-term forbearance vs. a payment modification.
  3. 3Check eligibility + investor rules; rank options with trade-offs.
Output A hardship file with three eligible, ranked relief options and affordability math, handed to a senior loss-mitigation agent to re-derive and deliver with the customer.

In numbers

8,400
Hardship cases assessed / day
14 min
Median time to options package

Handoffs

Across ⇢ Risk → Credit Risk for portfolio loss-mitigation oversight

More on the Collections & Recovery desk