Highlights
Claude reads every credit agreement and amendment letter, pulling out the terms that matter and drafting the change to the loan book. Each draft points back to the exact clause it came from, so a reviewer can check it against the source before anything is written. Claude also matches incoming payments to the schedule and flags any that don't fit, so as TIMIA's loan book grows, the same simple workflow keeps up with it.
The challenge
Private credit runs on documents. TIMIA tracked every loan by hand, setting up loans, applying amendments, tracking payments, with little record of why a number changed as the book grew.
The solution
Claude reads the credit agreement or amendment letter, pulls out the terms that matter, and drafts the change to the loan book. Every draft points back to the source clause, and a person approves every change before it's written.
The implementation process
- Intake: agreements, amendment letters, and payments come in.
- Read: Claude pulls out terms and cites the source clause.
- Review: a person approves or rejects the change.
- Write: the approved change lands in the loan book.
