# Statement / Tax Document Delivery Confirmation — Financial Services AI agent | Mihu AI

Financial Services · Servicing

# Statement / Tax Document Delivery Confirmation

Confirm customers actually received and can access required statements and tax documents.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Confirms delivery (electronic or mail) of required periodic statements and annual tax documents, via the delivery system's logs.

Sends follow-up to customers who haven't accessed an electronically delivered document within a set period.

Resolves access issues (portal login problems, bounced email) directly where possible.

Escalates any required document unable to be confirmed delivered within the regulatory deadline to compliance.

## Data sources

Document delivery system access/bounce logs Regulatory delivery deadlines

## What it targets

Required documents confirmed delivered/accessed by deadline Target 97%