Case Studies

Production systems built for real businesses.

Pricing infrastructure, experimentation guardrails, risk simulation, and operational tooling — each case study walks through the business problem, the constraints, the system, and what changed because of it.

SoFi · 2023 — Present

From Spreadsheet Review to Agentic Oversight: Rearchitecting Pricing Compliance at Scale.

A RAG + MCP tool layer and Monte Carlo anomaly engine that cut analysis cycle time 70%+ and sustained 99.9%+ accuracy across 1,000+ pricing deployments on a $20B+ lending portfolio.

-70%
Analysis Cycle Time
99.9%
Compliance Accuracy
SoFi · Pricing Validation Layer

Experimentation Guardrails: A Validation Layer for High-Stakes Pricing Launches.

A pre-launch validation framework that replaces ad-hoc, per-analyst QA with a shared check catalog — so every pricing experiment and launch ships with a structured, signed review artifact rather than a wiki page and an eyeball.

Check catalog
Shared pre-launch validation
Every launch
Signed review artifact
SoFi · Risk Scenario Simulation

Risk Approval Simulation: Evaluating Policy Changes Before They Ship.

A simulation framework that turns proposed risk-model and policy changes into structured (population, policy, decomposition) triples — so stakeholders can compare approval, mix, and segment sensitivity before anything ships, with every assumption named as a first-class object.

Scenario engine
Population × policy × decomposition
Segment-level
Sensitivity & mix output
SoFi · Pricing Deployment Workflow

Operational Intelligence: A Workflow Layer for Fragmented Pricing Deployments.

A bot + workflow layer that subscribes to events across the half-dozen systems a pricing deployment touches and reconciles them into one canonical state — so 'where is this?' and 'who owns the next step?' stop being questions that take four DMs to answer.

One surface
Across 6+ upstream systems
SLA'd transitions
Named owners per state