Concrete Examples
Automated Financial Spreading (JSON Data Extractor)
Transform PDFs into spreadsheets instantly. The Data Extractor Agent (JSON) is engineered to identify and extract specific fields—such as EBITDA, Net Income, Debt-to-Equity ratios, or applicant credit scores—from a batch of financial statements. It returns structured data that can be directly piped into your credit decision engines or Excel models, reducing manual entry time by over 70%.
Regulatory & Risk Compliance (Filter Agent)
Audit thousands of documents for non-compliance in minutes. The Filter Agent acts as an automated risk gatekeeper. You can define a complex compliance rule (e.g., "Does this contract contain the required AML disclosure clause?"), and the agent will scan every document in your portfolio, flagging those that fail the check. This proactive approach ensures you remain compliant with evolving regulations like KYC and AML without the prohibitive cost of manual audit teams.
Credit Policy Adherence (Blueprint Agent)
Standardize risk assessment. The Blueprint Agent allows you to use your institution's Internal Credit Policy as a reference to review loan applications. It checks incoming files against your established risk parameters, flagging deviations or missing stipulations automatically, ensuring every approval aligns with your governance standards.












