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How to build credit committee evidence packs?

Assemble borrower financials, facility terms, covenant status, collateral documents, risk ratings, approvals, and open conditions for committee review.

Build credit packs

Prepare committee packs from source documents

Credit committee decisions depend on borrower financials, facility terms, covenant evidence, collateral support, policy exceptions, and analyst recommendations. TextMine helps teams extract those facts and keep each summary point linked to source evidence.

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Standardize what every pack includes

Playbooks can define required sections by product, exposure size, risk grade, sector, and approval route.

an illustration of documents

Route unresolved questions before committee

Workflows can assign missing financials, legal issues, collateral gaps, and approval exceptions to credit owners.

an illustration of vault extracting data from contracts and answering questions about them

Keep the final decision defensible

Records can store pack contents, source links, committee questions, conditions, approvals, and decision history.

Collect sources
Bring financials, facility terms, collateral, ratings, and approvals together.
Extract facts
Capture borrower, facility, covenant, security, and risk data.
Apply playbook
Check pack completeness by approval path.
Route gaps
Assign missing evidence before committee.
Create pack
Generate a source-backed committee view.
Track conditions
Record approvals, conditions, and follow-up owners.
Audit decision
Keep source evidence tied to committee outcomes.
Collect sources
Bring financials, facility terms, collateral, ratings, and approvals together.
Extract facts
Capture borrower, facility, covenant, security, and risk data.
Apply playbook
Check pack completeness by approval path.
Route gaps
Assign missing evidence before committee.
Create pack
Generate a source-backed committee view.
Track conditions
Record approvals, conditions, and follow-up owners.
Audit decision
Keep source evidence tied to committee outcomes.

Keep the final decision defensible

Records can store pack contents, source links, committee questions, conditions, approvals, and decision history.

Collect sources
Bring financials, facility terms, collateral, ratings, and approvals together.
Extract facts
Capture borrower, facility, covenant, security, and risk data.
Apply playbook
Check pack completeness by approval path.
Route gaps
Assign missing evidence before committee.
Create pack
Generate a source-backed committee view.
Track conditions
Record approvals, conditions, and follow-up owners.
Audit decision
Keep source evidence tied to committee outcomes.
Collect sources
Bring financials, facility terms, collateral, ratings, and approvals together.
Extract facts
Capture borrower, facility, covenant, security, and risk data.
Apply playbook
Check pack completeness by approval path.
Route gaps
Assign missing evidence before committee.
Create pack
Generate a source-backed committee view.
Track conditions
Record approvals, conditions, and follow-up owners.
Audit decision
Keep source evidence tied to committee outcomes.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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