Pilot to production

A practical path from AML value workshop to governed deployment.

Infinitive’s implementation model starts with measurable outcomes, validates data and controls early, and scales only after investigators and control owners trust the workflow.

Roadmap

90-day pilot structure.

Timing should be refined based on source system access, bank security requirements, and model governance review cycles.

1

Discover and align

Define the target use case, success metrics, stakeholders, existing controls, required data, constraints, and pilot decision process.

2

Build foundation

Land representative data, configure governance, set up environments, establish evidence lineage, and prepare policy corpus.

3

Configure SherlockAML

Deploy investigation surfaces, scoring/agent flows, graph views, narrative drafting, and human-in-loop review steps.

4

Validate and scale

Measure value, gather investigator feedback, test controls, document production requirements, and create the scale roadmap.

Two-lane delivery

Business and technical work move together.

Business lane
Week 1–2Outcome definition, stakeholder map, current workflow review.
Week 3–5Control mapping, pilot design, investigator journey.
Week 6–9UAT, investigator enablement, feedback loops.
Week 10–12Value measurement, adoption plan, production business case.
Technical lane
Week 1–2Source inventory, architecture, security, environment plan.
Week 3–5Ingestion, conformance, governance, policy corpus, baseline metrics.
Week 6–9Scoring, graph, agents, workbench, evidence package.
Week 10–12Hardening backlog, MRM/audit evidence, operating runbook.
Controls lane
Week 1–2Risk/control requirements, approval gates, legal/privacy review.
Week 3–5Model evidence, source lineage, access rules, QA design.
Week 6–9Testing, decision documentation, SAR quality review.
Week 10–12Production controls, exam-ready documentation, monitoring plan.
Deliverables

What the client should receive.

A successful pilot should create tangible business proof and reusable production assets.

Executive value case

Baseline, pilot outcomes, expected scaling value, risks, roadmap, and investment options.

Production architecture

Data flows, security model, integration design, environment design, operations model, and backlog.

Governance package

Lineage, access controls, MRM evidence, decision audit trail, human review gates, and testing approach.

Configured pilot

Working SherlockAML experience with selected data, typology, workflows, dashboards, and narrative capability.

Adoption materials

Training, role guides, SOP changes, feedback process, and investigator enablement materials.

Scale roadmap

Next use cases, data expansion, operating model, staffing, release plan, and change management milestones.

Delivery principle

Do not treat AML AI as a demo. Treat it as a control transformation.

The pilot should prove measurable value while building the data, security, governance, and adoption foundation required for production.