| 1 | Extract loan fields from PDF credit agreements | Must | Loan Onboarding Automation | Green | Core capability; 200+ fields extracted |
| 2 | Handle scanned and degraded documents | Must | Document Intelligence | Amber | OCR supported; degraded scans route to HITL |
| 3 | Export structured data to LoanIQ | Must | LoanIQ Integration | Green | Supported in onboarding workflow |
| 4 | Deploy on-premise or private cloud | Must | Edge Deployment | Green | Supports regulated environment deployment |
| 5 | Keep data in-jurisdiction | Must | Data Sovereignty Controls | Green | No cross-bank data commingling |
| 6 | Human review before system commit | Must | HITL Review Workflow | Green | Approve/reject and confidence-driven review |
| 7 | Field-level audit trail and provenance | Must | Evidence-Linked Provenance | Green | Source quote and location trace |
| 8 | Covenant extraction and monitoring | High | Covenant Monitoring | Amber | Available Q3 2026 roadmap |
| 9 | Predict covenant breaches in advance | High | Compliance Intelligence | Amber | 30-90 day forecasting target in Q3 2026 |
| 10 | SSO / SAML integration | Must | Enterprise Access | Green | Standard enterprise identity integration |
| 11 | Role-based access control | Must | Access Governance | Green | Role separation by admin/analyst/reviewer |
| 12 | Process amendments and side letters | High | Document Intelligence | Amber | Supported with review; tune per workflow |
| 13 | Handle multi-tranche syndicated deals | High | Structured Extraction | Green | Multi-tranche schema support |
| 14 | Email inbox monitoring for auto-ingestion | Medium | Data Fabric and Inbox | Amber | Planned for Q2 2026 |
| 15 | No-code validation rules | Medium | Business Rules Engine | Amber | Planned for Q2 2026 |
| 16 | Data quality scoring | Medium | Data Fabric and Inbox | Amber | Planned for Q2 2026 |
| 17 | Regulatory reporting (MAS RODS) support | Medium | Compliance Intelligence | Amber | Planned for Q3 2026 |
| 18 | HKMA/APRA reporting workflows | Medium | Compliance Intelligence | Amber | Planned for Q3 2026 |
| 19 | GMRA support | Low | Instrument Expansion Roadmap | Red | Not in current release scope |
| 20 | ISDA Master support | Low | Instrument Expansion Roadmap | Red | Not in current release scope |
| 21 | Multi-language agreement support | Low | NLP Roadmap | Red | Current focus is English documents |
| 22 | API access for custom integrations | Medium | Platform APIs | Green | API integration available |