Swift customer onboarding Agent
For JD Edwards

An intelligent AI partner that accelerates customer time-to-value, automating the entire onboarding workflow—from credit checks and compliance documentation to final account setup in JD Edwards.

Frictionless Onboarding at your disposal

Swift Customer Onboarding Agent transforms complex, manual setup into a streamlined digital process, enabling faster account activation, improved data quality, and real-time adherence to internal compliance within your ERP.

Talk It Out

Simply initiate an onboarding request in plain English (e.g., “Start the onboarding process for new corporate customer AlphaTech” or “Check the status of credit approval for the pending Omega Corp account”).

Smart Collaboration

The agent interprets the request, automatically initiates the multi-stage workflow (Sales, Credit, Compliance), sends secure forms to the customer for self-service data entry (W-9, credit info), validates data against JDE Address Book rules, and notifies the next approver.

Deploy Instantly

Your AI-driven workflows are ready to deploy, connecting seamlessly with JD Edwards to eliminate data entry errors, accelerate credit and compliance approvals, and reduce the time required to turn a prospect into an active, transacting customer.

Overview

Swift Supply Chain Agent for JD Edwards transforms complex supply chain operations into clear, guided actions
enabling real-time visibility, intelligent recommendations, and effortless execution within your ERP.

Talk It Out

Simply describe your request in plain English (e.g., “Check stock for item 210 across all warehouses” or “Analyze supplier reliability for Capital System”).

Smart Collaboration

The agent interprets your intent, analyzes real-time supply and demand data, evaluates procurement or transfer needs, and recommends the best actions based on trends and supplier performance.

Deploy Instantly

Your AI-driven workflows are ready to deploy, connecting seamlessly with JD Edwards to automate decisions, monitor inventory, and optimize purchasing in real time.

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