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.
InsuranceIllustrative journey
“I’m buying a house. What insurance do I need?”
Help customers understand your cover options, activate a policy, and enable use of policy services in AI.
01
Need
02
Assess
03
Present
04
Activate
05
Use
What the customer gets
Customers can activate your policy and access approved policy services in AI.
- Needs assessment
- Product options
- Risk checks
- Quotes, activation and policy service
Start hereExpand when ready
- 01
Understand the need
Cover explainedAsk for the minimum information needed to explain the relevant types of cover.
- 02
Check suitability
Options presentedIllustrate prospective products, limits, deductibles and exclusions in AI.
- 03
Check the risk
Ready to quoteUse approved risk factors and eligibility rules, then show the required disclosures.
- 04
Quote, activate and use
Activation and policy usePrepare a quote, support approved policy activation, then expose permitted cover, change and claims 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 home cover question to activation and use
Assess the need, explain suitable options and support activation and approved policy use.
Scroll the full journey
01 · Assess the need01 / 03
We're buying a 2,200-square-foot house built in 1998 and need insurance before closing. Can you help?
Yes. I can give you a rough rebuild estimate and present the approved options here. This is product guidance, not advice or a quote.
I'll need the construction type, general location, number of stories, roof age, value of your belongings, recent claims and whether the home is near water.
Wood frame in suburban Connecticut, two stories, roof is eight years old, about $85,000 of belongings, no recent claims, and within a mile of water.
02 · Understand options02 / 03
The first-pass rebuild estimate is about $360,000. The verified address and local construction costs may change it.
Homeowners Select offers the closest balance of coverage and deductible.
Structure: $360,000
Personal property: $85,000
Liability: $300,000
Deductible: $2,500
Flood coverage is not included. Because the property is near water, a separate flood review may be useful.
Would you like an indicative quote?
Yes please.
03 · Activate and use03 / 03
Your indicative Homeowners Select quote is ready.
Estimated monthly premium: about $186
Estimated annual premium: about $2,235
Deductible: $2,500
This is not a binding quote. Final coverage and price depend on the verified address, risk parameters, claims information, any required inspection, and the full policy terms and exclusions.
Would you like to continue to the secure quote journey?
Once the policy is active, you can return here to review coverage, request a change or start a claim.
Yes, let's continue.
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