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公式動画&関連する動画 [Automate Broker-Dealer Commission Audit with Box AI + Codex]
A commission audit starts with a simple question: does the amount paid match the applicable commission schedule? Answering it means connecting policy records, carrier schedules, rate updates, and payment ledgers, often scattered across PDFs and spreadsheets.
Watch how Box AI, Box CLI, and Codex CLI turn those documents into a traceable audit review package. Codex orchestrates the workflow, uses Box AI to extract key fields, writes supported values back to the source files as Box metadata, and verifies every write before reconciling commissions.
In this demo, two transactions match. A third reveals a potential $1,000 overpayment after a commission rate change. The workflow flags the discrepancy and prepares the supporting evidence for human review.
Built around a fictional broker-dealer scenario, this demo shows how AI can support audit preparation while keeping final review and sign-off with an authorized reviewer.
🚀 START BUILDING
Create your free Box developer account and connect your AI agent to Box:
-Box developer account: https://account.box.com/signup/developer
-Box CLI setup: https://developer.box.com/guides/cli/
-Getting Started Guide: https://developer.box.com/guides/getting-started/
📚 DEVELOPER GUIDES & DOCS
Everything you need to integrate Box into your agents and apps:
-Box Developer Docs: https://developer.box.com/
-Box AI Guides: https://developer.box.com/guides/box-ai/
-Box CLI Guide: https://developer.box.com/guides/cli/
-Box MCP Server: https://developer.box.com/guides/box-mcp/
-API Reference: https://developer.box.com/reference/
TIMESTAMPS:
00:00 – What a broker-dealer commission audit checks
00:55 – The manual work behind audit preparation
01:35 – Install Box CLI, authenticate, and launch Codex
02:30 – Explore the source documents and audit sample
03:00 – Extract fields and write metadata back to Box
04:25 – Reconcile commissions and flag a $1,000 discrepancy
05:35 – Inspect the audit package and reviewer sign-off
06:30 – Take the workflow into production
🔔 FOLLOW US ON X
Box: https://x.com/Box
Chris Kim — Box DevRel: https://x.com/chriskim_dev
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