Approved sources
Your data determines how your products are represented and made usable by AI.
Hyponomy Scale
Give AI a safe way to explain, activate and use your financial products.
Scale gives ChatGPT, Claude and other AI channels approved product information, checks and actions, helping customers discover, understand, activate, and continuously use financial products within your rules.
How it works
One controlled path from a customer need to activation and ongoing service.
Scale reads from approved sources, applies your rules and returns only the product answers and actions you allow. It helps customers discover, understand, activate, and continuously use financial products in AI.
Your product information+Your rules+Approved in-AI actions
Question in AI
“What should I do?”
“What are my options?”
“Can I start now?”
Hyponomy Scale
Discover
Explain
Qualify
Disclose
Route
Activate
Use
What the customer can do
Choose an appropriate product path
Activate through an approved journey
Access ongoing service in AI
Start small
Begin with a handoff. Expand into in-AI activation and use.
A first release can explain products and hand off to your existing onboarding journey. Add eligibility, intake, in-AI completion and approved servicing actions over time.
CreditIllustrative journey
“I’m planning home renovations and need to borrow some money.”
Help customers understand borrowing options, qualify, activate your product and manage approved servicing tasks in AI.
01
Discover
02
Qualify
03
Apply
04
Activate
05
Use
What the customer gets
Customers can activate your product and manage approved servicing in AI.
- Product discovery
- Basic eligibility checks
- Application intake
- Decision, funding and servicing
Start hereExpand when ready
- 01
Explain and hand off
Web handoffExplain the available options and warnings, then open the right existing application.
- 02
Check basic eligibility
Better-qualified handoffAsk a short set of approved questions before choosing the next step.
- 03
Start the application
Application startedWith consent, collect the first application fields and pass them to an approved form or API.
- 04
Activate and use in AI
Activation and servicingSupport decision, acceptance and funding, then expose approved repayment and account-servicing actions in AI.
Customer experience examples
See activation and ongoing use in AI.
Fictional journeys in ChatGPT and Claude, from a customer question to onboarding and approved product use.
All customer, product and scenario details are fictional. Channel interfaces are illustrative.From a loan question to activation and use.
A customer can check options, activate an approved product and then manage repayment without leaving the conversation.
Scroll the full journey
01 · Qualify01 / 03
I'm planning some home improvement work, and need to borrow about $15k. I earn good money, about $85k per year, and have a 720 credit score. I have been employed for 5 years. What are my best options?
A home improvement loan may be relevant. I can check whether a participating lender can assess high-level fit and, if you are eligible, let you continue into a full lending journey.
This is not a lending decision. Any offer would still depend on identity, affordability, credit and lender checks.
Would you like me to run a secure eligibility and product check for a $15,000 loan, for example over 60 months?
Yes please, that would be useful.
02 · Select and disclose02 / 03
I've selected "Elite Credit Line" as the best-fit product for your home improvement loan request.
Product: Elite Credit Line
Purpose: Home improvement
Loan amount: $15,000
Term: 60 months
APR: 6.75%
Estimated monthly payment: $295
Estimated total repayment: approximately $17,700
The product supports borrowing from $15,000 to $150,000, with available terms of 36, 60, 84 or 120 months.
Before you continue, please note this is not a lending decision. The lender will still need to verify your identity, income, affordability, credit profile and you will need to submit required documentation.
Would you like to continue with the Elite Credit Line application?
03 · Activate and use03 / 03
Your Elite Credit Line has been approved and funding has been initiated.
Loan amount: $15,000
APR: 5.75%
Monthly payment: $288.25
Funding date: 2026-07-04
First repayment due: 2026-08-03
Confirmation: CONF-20260702-8075D5F2
Deposit account: ending CF50
Your funds will be deposited by 2026-07-04.
You can continue here to review your loan agreement, set up autopay, view your repayment schedule, or contact the lender.
Great, that was quick! Thank you.
End of illustrative journey
Institutional control
Keep control of every product answer and action.
Scale uses your approved content, policy and existing controls. The AI cannot improvise product answers or actions outside them.
Explore the Hyponomy EnginePolicy controls
Set what the channel can say, ask, show and do.
Your environment
Run the Hyponomy Engine in your cloud or on premises and connect existing systems.
Audit trail
Full observability of data use, steps and interactions.
How to begin
Begin with one financial product.
Start with financial product explanation and a handoff to your existing activation journeys. Add eligibility, intake and in-AI channel completion, then ongoing in-AI servicing for existing customers.
- 01
Pick
Choose one financial product, one customer question and one AI channel.
- 02
Connect
Add approved product information, rules and next steps.
- 03
Launch
Go live with clear limits and a safe handoff.
- 04
Expand
Add in-AI activation and ongoing product use when you are ready.
Questions answeredChecks completedHandoffs createdEvents logged
Hyponomy Scale