Automatable

A task performed by Financial Managers

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

R&D OpportunityWorkers want it · AI can't yet

Not yet. Workers want this automated (3/5), but experts rate today's AI capability at only 3/5, the technology isn't there. It's an R&D Opportunity.

Worker desire to automate3.0/5

How much the people who do this task want AI to take it over (avg of 3 workers).

AI capability today3.0/5

How capable experts rate current AI at this task (avg of 2 experts).

How much human involvement should stay?

The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.

H2AI needs minimal human input

Why workers want this automated

  • Frees up time for higher-value work33%
  • Reduces human error33%
  • Helps handle larger scale33%

How to automate this

Workers want this gone, but today's tools only get part of the way. Automate the edges.

Judgment, review & checks

Automate the checks, keep the decision with a person.

  1. 1Encode rules and checklists so routine cases are flagged automatically.
  2. 2Add validation rules to catch errors before they reach you.
  3. 3Let AI pre-screen and surface the exceptions, you decide the hard ones.

Tools that can help

Validation rulesChecklist / SOP appAI triage

Know a better way, or spot an error?

Share how you automate this in real life, or correct the data. Reviewed before publishing.

This is 1 of 9 tasks studied for Financial Managers, where workers want 44% of tasks automated.

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