Banking & fintech
Each case explores a service problem through a worked example. The scenarios are fictional; the articles explain what their checks establish.
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hands-on tutorial · Rasa Community
Recover a card dispute after its reply is lost
Look up the original dispute before filing again when the service loses its acknowledgement.
hands-on tutorial · Rasa Community
Help a customer block the right bank card
Ask which card the customer means when two cards have the same final digits.
case study · Rasa Community
Recheck a bank transfer when the recipient changes
Check how a banking assistant handles a transfer when the recipient’s details change during verification.
case study · Rasa Community
Respond to financial hardship during a repayment chat
Help a customer who cannot afford basic living costs without treating a later repayment request as a resolved hardship.
case study · Rasa Community
Find the right month of bank transactions
Check transaction dates in the bank’s timezone so a complete search returns the month the customer requested.
case study · Rasa Community
Test both balance checks before sending a bank transfer
Check an outdated balance and insufficient funds separately so one refusal does not hide a missing transfer check.
case study · Rasa Community
A phone appointment is not a branch visit
A customer changes from a phone appointment to a step-free branch visit. Work through the confirmation, the old slot and a booking whose result is unknown.