For credit unions

Your policies are written.
Let your staff ask them.

Staff shouldn't dig through 500-page manuals or interrupt your compliance officer for the same twenty questions. Point Docubot at the rules you already follow, and every branch gets the same answer — with the citation.

SOURCE-CITED · DETERMINISTIC · A COMPLIANCE AID, NOT LEGAL ADVICE

See it work

A compliance question, answered with its citation.

Docubot avatar
Docubot · Policy Assistant
Shoreline Federal Credit Union — internal
LIVE

A real compliance tool

NCUA cyber-incident reporting, decided by the rule itself.

The live demo walks a federally insured credit union through 12 CFR 748.1(c): is this a reportable cyber incident, and if so, exactly what the NCUA asks for — assembled inside the 72-hour clock. Every branch cites its paragraph in the CFR.

748.1(c)(1)(i)

Decides reportability

The three categories — substantial loss, disruption from a cyberattack, third-party/CUSO compromise — asked as the rule defines them, with the good-faith exclusion up front.

748.1(c)

72-hour clock

If it's reportable, it gathers exactly the NCUA card fields and points you to the three ways to notify — with the "do not send" warnings intact.

Every claim cited

Verifiable, not vibes

The regulatory quotations are verbatim from the CFR. It's a compliance aid, not legal advice, and it doesn't notify the NCUA for you — your credit union stays in control.

The pilot

Bring us one manual.
It comes back answering questions.

One department, up to 500 pages, live in 14 days at a fixed price. Your staff ask; it answers from your policy — with the citation — and escalates when policy is silent.

Document the decision. Cite the source. Never guess.

Botineer Adaptable like a pirate. Behaves like a professional. © 2026 Botineer · authority: 12 CFR part 748