Tools (6)
| Tool | Access | What it does | Serves |
|---|---|---|---|
get_deal_evidence | Read | Evidence packs, prior memos and finalized spreads for a relationship. | 4 agent tools |
get_loan_agreement | Read | Credit agreement and amendment text with clause locators. | 1 agent tool |
get_booking_data | Read | Facility commitments, outstandings, rates and maturity. | 1 agent tool |
write_spread | Writes | Write a draft spread with provenance and flags. | 1 agent tool |
write_memo | Writes | Write a credit memo draft and rating proposal. | 1 agent tool |
upsert_covenants | Writes | Create or update covenant records and test results. | 1 agent tool |
Overview
Serves the business-lending agents: evidence packs, prior memos and spreads, agreement text, booking data, and writes drafts back for analyst and officer review.
Backing systems
- Commercial LOS / spreading module
- Loan servicing/booking system
- Document repository
Security & data
All writes are drafts or pending-confirmation records; officers finalise.
Build & deploy
Wrap the commercial LOS and servicing APIs.
Packaged as a container alongside the agents that use it; deployed into the licensee's environment.