I-Search Appears at the 10th North China Manufacturing CIO Seminar in 2026

On August 18 and 20, nearly 200 students of the financial management ability training course of Shanghai Post entered i-Search in batches and carried out an immersive on-site learning around the practice of AI agents in the financial field and the construction of future AI financial organizations. This activity helps students systematically understand how artificial intelligence and automation technology take root in financial organizations through three links: Exhibition Hall visit, theoretical courses and case practice.

The students first visited the i-Search immersive experience exhibition hall. Xufeitong, director of marketing department, systematically introduced the development history, technology evolution route and benchmark customer cases of i-Search to the trainees, helping them quickly establish their understanding of the company's overall strength in the field of intelligent automation.

The exhibition hall focuses on the "automated magician" products of i-Search, which can quickly generate executable automated processes through natural language dialogue. The staff demonstrated the process of generating an automated process with the sentence "automatically obtain mail orders, identify and enter them into the system", which made the students feel the leap of AI from "understanding intention" to "performing tasks".

At the end of the exhibition hall, the trainees also learned about the automation practice achievements of enterprises in large-scale operation through the benchmarking customer case wall, and formed a more specific understanding of the value of intelligent automation in the financial field.

In the theoretical teaching, Li Bo, general manager of i-Search's solution department and head of AI reform committee, shared the theme of "enterprise automation in the era of AI agents, building AI financial organizations for the future".

Starting from the evolution trend of AI technology, he analyzed the industry changes from the big model to the era of agent execution, discriminated the capability boundary between RPA robot and AI agent, and focused on interpreting the four realistic thresholds that enterprises must cross when landing AI agents: identity authentication, data security, operation reliability and large-scale governance.

Li Bo proposed that enterprises' digital intelligence transformation should not only forge stronger individuals, but also build lighter organizations. The application of AI in small and medium-sized enterprises focuses on increasing individual efficiency, while large groups need to rely on agents to get through the lengthy process of cross department and cross system and eliminate internal friction in the organization. Combining with the benchmark cases of large central state-owned enterprises such as Sinopec Financial Sharing Center, he disassembled the four step implementation path of "exploration precipitation assembly stable implementation" for digital employees, providing reference ideas for the construction of group financial organizations.

Subsequently, lijifan, a senior lecturer of yisaiqi, carried out a demonstration of benchmarking cases in the financial field. Focusing on real business scenarios such as invoice inspection, travel reimbursement drafting, three purchase orders matching, online banking receipt archiving, and expense review, the four-tier collaboration model of "read ‑ judge ‑ do ‑ be responsible" was disassembled, the risk boundary of intelligent automation was clarified, and the recognition success was not equal to business compliance, matching success was not equal to approved payment, and generating instructions was not equal to audit evidence.

Automation is not the pursuit of complete unmanned, but to hand over the repeated mechanical work to the machine, and hand over the exception judgment, risk management and control, and final rights and responsibilities to the financial staff, helping the financial team focus on high-value management.

This visit and study activity built a bridge for the financial management team of Shanghai post to have in-depth dialogue with cutting-edge technologies. The students said that through the combination of exhibition hall visits, theoretical courses and case practice, they had a more systematic understanding of the application scenarios, technical paths and landing conditions of AI agent in the financial field. In the future, they will explore the feasible path of digital intelligence transformation in combination with the actual work.

As the leader of China's intelligent automation industry, i-Search will continue to work in the field of intelligent automation and help more enterprises build future oriented AI financial organizations with more mature technical solutions and richer industry practices.