Four capability layers — Engine, Data, Domain, People — powering five modules. Deployed once on your infrastructure. All modules share the same AI & Agentic Workflow Engine.
Every credit event — onboarding, amendments, drawdowns, covenant tests — follows the same workflow.
Any format — PDF, Word, Excel, scanned fax, email attachments. Loan agreements, amendments, compliance certificates, drawdown notices.
200+ fields extracted in under 5 minutes. Multi-model AI orchestration with confidence scores assigned to every field.
Low-confidence fields route to your operations team. Every extraction linked back to the source clause for fast review.
Reviewed outputs push to Finastra Fusion Loan IQ (via Nexus Build), or any LMS via API/SFTP. Full field-level lineage preserved.
Start with the module that delivers the most immediate ROI. Expand without re-deploying.
Full credit event lifecycle — onboarding, drawdowns, amendments, repricings, refinancings. Document extraction, data structuring, amendment-aware recordkeeping, and LMS integration.
Covenant monitoring, waiver workflows, and risk alerting. Automated ratio calculation with amendment-aware versioning and evidence-linked breach detection.
Use of Proceeds tracking, ESG KPI calculation, sustainability performance target monitoring, and automated impact reporting for green lending.
Portfolio-wide analytics — concentration risk, benchmark term comparison, covenant health dashboards, and early warning across your full credit book.
Searchable deal library, clause precedent management, document governance, and AI-powered institutional knowledge.
We run pilots using your own documents — scoped to your highest-volume use case. 8–12 weeks to measurable outcomes.