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Financial services
Credit analysis platform
Multi-entity platform to assemble business credit files, shareholders and joint obligors, and generate the analysis cover sheet in Excel.
- Client
- Business lending institutions
- Industry
- Financial services
Preview coming soon
The challenge
Analysts built each application’s cover sheet by hand, copying data between systems, with mismatches between the screen and the delivered file.
The solution
Structured capture per file and a cover sheet generated from the same data shown on screen, exportable to Excel.
Highlights
- Files with shareholders and obligors
- Analysis cover sheet exported to Excel
- Screen-to-document consistency
- Multi-entity
Presented as a white-label case study to protect client confidentiality.