Overview

Every risk team starts the day the same way: piecing together what happened overnight. For some, that means logging into their platform and scanning merchants, alerts, and reports. For others, it means pulling from a mix of tools and spreadsheets before anything resembling a clear picture emerges. Either way, it's time spent on assembly before any actual risk work has started.

The Coris Portfolio Briefing Agent replaces that assembly with a briefing that's already done.

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What We're Launching

The Portfolio Briefing Agent is an AI agent that generates a daily morning digest of your portfolio's most important risk signals, delivered to your inbox before the day starts. Every morning you get a consolidated view of what changed in the last 24 hours: merchants with the highest credit exposure, significant Coris Intelligence score jumps, confirmed losses, new alerts fired, and newly onboarded merchants, all in one email, before your first meeting.

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What's in the Briefing

The briefing is organized around the signals that matter most to a risk operator at the start of the day.

At the top: a summary of key portfolio metrics from the last 24 hours. New merchants onboarded, total alerts fired, credit exposure across your highest-risk accounts, and confirmed losses. The numbers that tell you whether yesterday was routine or worth digging into.

Below that, the specific merchants driving those numbers. Top credit exposure merchants with outstanding retainer and recent payment volume. Merchants with large overnight CI score jumps, including the top reason behind each move: a 7-day volume spike out of range for their peer group, a surge in successful transactions that breaks from historical patterns. Merchants already in negative balance, with confirmed loss amounts. Highest-volume merchants from the prior day, showing where payment activity is concentrating.

Each section is actionable on its own. The briefing isn't a summary of everything. It's a prioritized view of what moved and where attention belongs.

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Why It Matters

The problem with portfolio reviews isn't access to data. Most operators have that. The problem is the time and cognitive load required to turn that data into situational awareness before the day's work begins. When that process depends on someone logging in, navigating, and mentally assembling a picture every morning, it has a structural fragility: it's only as consistent as whoever is doing it, and only as complete as what they happened to check.

A briefing that generates itself removes that dependency. Coverage is consistent because it doesn't rely on anyone's schedule or attention. Score jumps get surfaced the morning after they happen, not when an analyst's next scheduled review comes around. Merchants approaching credit exposure thresholds stay visible every day, not just when someone thinks to look.

For risk leads managing large portfolios, that consistency compounds. Incidents surface earlier. The team starts the day with context, not a task. And the time that used to go toward assembly goes toward the decisions that actually require judgment.

Portfolio Briefing Agent is available now. Reach out to learn more.