The Agentic Loan Applications solution delivers a complete personal unsecured loan origination journey, combining customer-facing mobile app, back-office operations, AI agents, business-process orchestration, core banking services, and provider integrations into one cohesive platform. Customers begin through a conversational AI agent or mobile channel that captures intent, collects and validates documents, and secures consent, while a business workflow orchestrates the full lifecycle — regulatory screening, risk and fraud assessment, credit checks, loan-officer validation, final offer, and either account creation or an adverse-action notice.AI agents handle conversation, policy answers, document validation, and fraud and risk analysis under strict, evidence-grounded guardrails, and lending staff intervene through a dedicated Lending console. Core services centralize the loan domain and its audited status machine, shared customer and organization data, and account management.
For tenants that use portfolios, the solution must be installed in the same portfolio where the Trial AI Models are deployed, as these models are dependencies of the solution.
Before installing the solution, verify which portfolio contains the TrialClaudeHaiku4_5 model, and then deploy the Agentic Loan Applications solution to that same portfolio.
BSD-3 license (https://opensource.org/licenses/BSD-3-Clause)