Use Cases

Suspicious transaction step-up: verify identity without blocking

Transaction looks suspicious but blocking = false positive risk. Step-up authentication lets you verify without disruption.

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Scenario

Customer X tries to transfer $5000 to a new recipient at a late hour. Fraud score — high. Block ⇒ if legitimate, customer suffers. Approve ⇒ if fraud, money lost.

Step-up: let the customer prove identity via an additional factor.

Trigger

Real-time fraud scoring:

  • New recipient + large amount.
  • Unusual time / location.
  • Recent device change or login from new IP.
  • Pattern matching known fraud (social engineering victim characteristics).

Action

No auto-decline. Step-up via one of:

A) Push to app with biometric confirmation (Face ID).

B) Voice call automated by bank with PIN confirmation.

C) Live agent call for very high-risk.

D) Video selfie matching.

Customer responds within a window (e.g. 5 min) — proceed. No response — hold for review.

Banking-specific concerns

cbu.uz biometric requirements make biometric step-up the obvious choice by 2026.

False positive cost — customer churn for legitimate transactions frequently blocked.

Vulnerable customers — elderly, less digital — alternative non-app methods.

Liability shift. After step-up — if customer confirms and transaction is fraud, customer is social engineering victim — bank policy decides.

What is measured

Step-up acceptance rate (customer reaches step-up).

Confirmation rate within window.

True positive vs false positive ratio.

Customer NPS post step-up.

Fraud loss prevented.

What not to do

Do not auto-decline without step-up — false positive disasters.

Do not use SMS OTP alone — SIM swap defeats.

Do not make step-up too friction-heavy — customer abandons.

Do not ignore accessibility — some customers cannot use biometric.

How SamaraliSoft engages

Sprint Step-Up Use Case — 4-6 weeks. Trigger calibration, channel orchestration, biometric integration.

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