Bank Analyst — Reporting Without Data Leaving the Premises

An analyst at a bank works with exports containing customer personal data and banking secrecy. Cloud AI services are off-limits for this work under InfoSec policy — data can't leave the perimeter.

The task

Merge several exports into a single report, find anomalies, and prepare a draft explanatory note. Previously done by hand, taking hours per cycle.

How Doka helped

Doka runs on-prem, with inference happening locally. The analyst points it at a folder of exports, and Doka:

• merges tables and cross-checks figures between sources;
• flags discrepancies and anomalous values;
• drafts a note explaining how the numbers were derived.

Data never leaves the workstation — there's nowhere to send it. More on the data model on the Security page.

Results

• Report prep time dropped from hours to minutes.
• Zero data outside the perimeter — InfoSec policy compliance.
• Transparency: every calculation step can be checked.

Need a pilot like this at your bank? Request a pilot — we'll run Doka on your data.