About this agent
Most stewardship queues are 60–75% routine decisions that follow clear patterns — same-name same-address, matching Tax ID, obvious nickname variants. This agent categorizes, prioritizes, and routes every incoming task, auto-resolving the predictable ones and surfacing complex exceptions with full context to the right steward team. Organizations typically see queue volumes drop by two-thirds within 90 days.
Use cases
Auto-categorizing and prioritizing incoming stewardship tasks
Routing tasks to the correct steward team based on domain and complexity
Auto-resolving high-confidence, well-defined exception patterns
Tracking SLA compliance and alerting on approaching breaches
Generating weekly stewardship productivity and throughput reports
Features
Reltio Task API native integration — no middleware required
Configurable routing rules by data domain, record type, and team
Auto-resolution engine for defined exception patterns
SLA tracking with escalation alerting
Stewardship productivity dashboard with throughput metrics
REST API for external workflow system integration
Full audit trail for every auto-resolved and routed task
Tech stack
PythonReltio Task APIFirebaseReact dashboardCloud Functions