Business input
Company materials, public sources, industry data, internal rules and approval systems.
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Financial services / PRODUCT ROADMAP
Inclusive Finance Pre-loan Industry Research Agent
Organize industry information, company materials and risk rules into evidence-based pre-loan research.
Discuss a similar workflow
Original problemRelationship managers have limited time to research small businesses, while risk evidence is hard to standardize.Planned Agent
DELIVERY WORKFLOW
One continuous, reviewable process.
01Ingest customer material02Search industry context03Match risk rules04Check evidence05Draft review report
Agent design
Collect approved information, identify risk signals and generate an evidence chain while preserving human approval.
Acceptance focus
Acceptance focuses on material coverage, evidence accuracy, risk discovery, review pass rate and case handling time.
POC ACCEPTANCE
Measure the workflow,
not the presentation.
Task completionEvidence traceabilityHuman revisionEnd-to-end time
Operating boundary
It cannot replace credit approval; data use, model conclusions and audit trails must meet regulatory requirements.
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