Scenario 01: New Loan Onboarding

Business Situation

The loan operations team receives a new APLMA syndicated term loan agreement by email. The file is acme-corp-facility-agreement.pdf (~80 pages), and onboarding must be completed with high confidence and traceability.

Step-by-Step Narrative

1. Upload the agreement from inbox intake. Talking point: "This starts the same workflow your analysts run today, but without manual re-keying."
2. Processing completes in under 5 minutes. Talking point: "Smartflow reads full document context and returns structured outputs quickly enough for same-session review."
3. Extraction results appear with 200+ fields. Talking point: "Core borrower, facility, pricing, and covenant data is available in one review surface."
4. Analyst reviews top-priority fields first. Talking point: "Confidence scoring guides reviewer attention to what matters most."
5. Analyst clicks Facility Amount to open provenance. Talking point: "One click from field value to exact source clause creates audit confidence."
6. Analyst approves extraction package. Talking point: "Approval captures reviewer intent and closes the control loop."
7. Export to LoanIQ. Talking point: "Data moves forward in structured form, reducing manual system-entry delays."

Value Moment

"Before: 3 days. After: 2 hours."

Synthetic Documents Used

• acme-corp-facility-agreement.pdf