Challenge
Where work slows down
For credit teams, mismatched evidence can distort risk assessments and approvals. Supplier or counterparty documents need to be checked against records before decisions move forward.
Agentic workflow
Reconcile supplier evidence for credit teams using agentic workflows
Help credit teams reconcile supplier evidence against records before gaps affect credit decisions.
Challenge
For credit teams, mismatched evidence can distort risk assessments and approvals. Supplier or counterparty documents need to be checked against records before decisions move forward.
Workflow preview
TextMine workflow
How TextMine helps
TextMine compares supplier evidence with existing records, flags inconsistencies, routes exceptions, and updates the record once evidence is resolved.
Execution time
5-8 min
Estimated time saved
4-7 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.
Workflow design
Steps and key blocks
Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.
Workflow pattern
- Start from document, email, intake, schedule, or manual workflow triggers.
- Extract, organize, and review document facts with AI, confidence, and policy logic.
- Route exceptions to reviewers or owners and update governed records with linked evidence.
- Deliver reports, emails, integration submissions, API calls, or webhooks to downstream teams.
Key blocks
- Document processed, Email received, Scheduled run, Manual trigger
- AI review, Confidence, AI logic, Decision policy matrix
- Lookup record, Create or update record, Submit to integration, Send email
See it live
See this workflow in TextMine
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