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How to run annual credit reviews with AI document workflows?

Coordinate annual reviews across borrower financials, covenants, ratings, collateral, conditions, and approval evidence.

Explore Workflows

Turn annual review into a controlled workflow

Annual reviews stall when evidence is scattered across financial statements, facility documents, borrower updates, collateral files, rating models, and prior committee papers. TextMine gives teams a governed way to collect, extract, review, and approve the evidence.

An illustration of data being extracted from documents

Reuse prior approved facts

Records can carry forward facility terms, borrower metadata, guarantor details, covenants, and policy exceptions so analysts focus on changes and new evidence rather than rebuilding the review from scratch.

an illustration of documents

Manage review queues

Workflows can track missing accounts, expired valuations, unresolved covenant questions, credit officer approvals, and legal escalations.

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

Create consistent review outputs

Teams can generate source-backed annual review packs with clear status, evidence links, and reviewer history across the portfolio.

Refresh evidence
Collect accounts, ratings, covenants, collateral, and borrower updates.
Compare changes
Highlight movements against prior approved review data.
Track gaps
Identify missing financials, expired evidence, and incomplete approvals.
Route approvals
Send review tasks to analysts, credit officers, and specialists.
Update records
Refresh borrower, facility, covenant, and collateral facts.
Prepare packs
Generate consistent review summaries with source links.
Audit decisions
Keep evidence, status, comments, and approvals together.
Refresh evidence
Collect accounts, ratings, covenants, collateral, and borrower updates.
Compare changes
Highlight movements against prior approved review data.
Track gaps
Identify missing financials, expired evidence, and incomplete approvals.
Route approvals
Send review tasks to analysts, credit officers, and specialists.
Update records
Refresh borrower, facility, covenant, and collateral facts.
Prepare packs
Generate consistent review summaries with source links.
Audit decisions
Keep evidence, status, comments, and approvals together.

Create consistent review outputs

Teams can generate source-backed annual review packs with clear status, evidence links, and reviewer history across the portfolio.

Refresh evidence
Collect accounts, ratings, covenants, collateral, and borrower updates.
Compare changes
Highlight movements against prior approved review data.
Track gaps
Identify missing financials, expired evidence, and incomplete approvals.
Route approvals
Send review tasks to analysts, credit officers, and specialists.
Update records
Refresh borrower, facility, covenant, and collateral facts.
Prepare packs
Generate consistent review summaries with source links.
Audit decisions
Keep evidence, status, comments, and approvals together.
Refresh evidence
Collect accounts, ratings, covenants, collateral, and borrower updates.
Compare changes
Highlight movements against prior approved review data.
Track gaps
Identify missing financials, expired evidence, and incomplete approvals.
Route approvals
Send review tasks to analysts, credit officers, and specialists.
Update records
Refresh borrower, facility, covenant, and collateral facts.
Prepare packs
Generate consistent review summaries with source links.
Audit decisions
Keep evidence, status, comments, and approvals together.

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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