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Rulebase

Category

Fintech

Fraud & AML detection

Use cases

Disputes & support cases

Reviews every customer support interaction for QA and compliance, and verifies what an agent told a customer against what your back-office actually says.

About Rulebase

About Rulebase

Rulebase tracks every customer interaction, calls, chats, emails, end to end for QA and compliance. Forest tracks what happens afterward in the back-office: the action, the approval, the escalation. On their own, each is half a record. Together, a decision is not just logged, it's explained: what was said, and what was done about it. Rulebase would otherwise need its own connection project to every data source it wants to check a claim against, each with its own compliance review. Through Forest, that's one connection, with access already governed.

Why Rulebase and Forest

Why Rulebase and Forest

An audit trail that stops at the action doesn't explain the decision.

Forest logs what happened in the back-office: the action taken, the approval, the escalation. Rulebase logs what happened in the interaction that led there: what was said, what was promised, what the agent based their call on. Together, a decision isn't just recorded, it's justified.

Tracking one decision is compliance. Tracking every decision is how a process gets better.

Forest orchestrates a process that runs across multiple tools and multiple people. Rulebase's record of how each interaction actually went turns that history into an ongoing feedback loop instead of a one-off audit exercise: where a workflow breaks down, where agents guess, which cases repeat.

Checking a claim means reaching every source it touches. That's a project per source, unless there's one door in. For Rulebase to verify what was said in an interaction, it needs access to whatever back-office data that claim depends on, normally a separate integration project per source, each its own compliance review. Through Forest, that's one connection, with access already scoped and governed instead of negotiated tool by tool.

Resources & install

Rulebase tracks every customer interaction, calls, chats, emails, end to end for QA and compliance. Forest tracks what happens afterward in the back-office: the action, the approval, the escalation. On their own, each is half a record. Together, a decision is not just logged, it's explained: what was said, and what was done about it. Rulebase would otherwise need its own connection project to every data source it wants to check a claim against, each with its own compliance review. Through Forest, that's one connection, with access already governed.

Frequently asked questions

What does Rulebase actually do?

Reviews 100% of customer service interactions, calls, chats, and emails, against compliance SOPs and card-network or dispute rules, catching what manual sampling misses and flagging what needs follow-up.

How does Forest's audit trail relate to Rulebase's tracking?

Forest logs what happened in the back-office: the action, the approval, the escalation. Rulebase logs the interaction that led there: what was said, what was promised. Together, a decision is explained, not just recorded.

How does Rulebase connect to Forest?

Through one connection to Forest's MCP server instead of a separate integration project for every back-office source it needs to check, with access scoped and governed centrally.

Does tracking decisions help beyond compliance?

Yes. Once every interaction and the action tied to it are both on record, patterns show up: where a process breaks down, where agents guess, which cases repeat, feeding back into improving the workflow, not just auditing it.

Does a dispute timeline check work the same way?

Yes. Rulebase can read a transaction's and interaction's dates from Forest to check them against a regulatory deadline, then route the case to the right workflow instead of a person doing that lookup by hand.

Do you have more questions?
Book time with a Forest expert.

USING A TOOL YOU DON'T SEE HERE?

We regularly add new datasources, APls and tools. Well be happy to help you connect Forest Admin to your systems.

USING A TOOL YOU DON'T SEE HERE?

We regularly add new datasources, APls and tools. Well be happy to help you connect Forest Admin to your systems.

USING A TOOL YOU DON'T SEE HERE?

We regularly add new datasources, APls and tools. Well be happy to help you connect Forest Admin to your systems.

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