Conversational Process Advisor for Retail Banking Customers

Added Nov 2025 3 design docs

Customers abandon banking tasks like opening an account or applying for a loan not because the tasks are hard, but because nobody explains the sequence: what documents to gather, what happens after submission, how long each stage takes. A guided advisor that walks a person through any chosen process removes that friction. The intern builds the advisor in python. A user selects a banking process, and a langgraph flow structures the journey into ordered steps, from eligibility and paperwork through submission and follow-up. At each step, generative AI powered by openai models produces a clear explanation of what to do and why, while an agentic-ai layer coordinates the flow, ensuring every stage is covered and that explanations stay consistent from one step to the next. The result reads like a patient bank employee guiding a first-time customer from start to finish. As an approachable introduction to AI workflow design, the project teaches process decomposition, structured prompting for consistent multi-step output, and workflow orchestration. The intern finishes with a working advisor and a clear understanding of how agent-style coordination keeps generated guidance coherent.

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