The problem
When a disaster is declared or loans pay off, teams search the portfolio by hand and apply protections loan by loan, risking misses.
What changes
- Affected loans found as soon as events occur
- Protections and notices applied consistently
- Lien releases and line changes handled promptly
Full specification
The complete specification for Portfolio Event Automation Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation