Governance by design
Define what agents can do, when work must pause, and who can authorize the next step. Keep evidence, policies, and decisions connected.
Explore current product captures and labeled workflow illustrations below.
Control in action
Explore a configured review process. A decision records both the permitted next step and the issue that remains unresolved.
Exception requiring attention
A proposed analysis contains a figure without supporting evidence. An authorized reviewer decides what can happen next.
Human decision authority
Choose an outcome to see its sample rationale and next step.
An authorized reviewer must decide how to address the missing source.
Illustrative record · Credit reviewer · Policy v2 · No decision recordedA workflow illustration, not a live case. Actual authority and permitted exceptions are defined by institutional policy.
Actual product demo
These captures connect policy requirements with the evidence available to a reviewer. They demonstrate a specific product example, rather than a certification of an institution’s controls.
Review the policy's required fields and scope. Discuss how your own requirements would be configured and tested.
On a small screen, the preview focuses on the evidence. Open the full image to explore the workspace.Inspect which claims have support, which remain unresolved, and the policy decisions recorded alongside them.
On a small screen, the preview focuses on the evidence. Open the full image to explore the workspace.Policy governance · SBA 7(a) & SBA 504
Designed to capture SBA guidance changes with their source, effective date, and policy version. Escalate the change to a policy owner, record approval, and retain the version used for each review.
SBA Notice 5000-872764
Capture the updated guidance as a proposed revision. Route the changes for human review before activating institutional rules.
What changes in this illustration: A new source is attached, a revision is proposed, and activation awaits approval. Earlier reviews retain their original version.
View historical SBA source ↗Historical source dates are from SBA publications, not a statement of current requirements. Version labels, recorded dates, and approval states are illustrative. This shows an illustrative review process, not a live regulatory monitoring feed.
Illustrative history design
A later correction should preserve the context of an earlier review. This target design distinguishes the date a fact applies from the date it was recorded.
The rent roll describes the property as of January 1.
The reviewer uses the version available on the review date.
A correction applies to January 1. The earlier version remains distinguishable.
Fictional rent-roll example. This two-date approach is called bi-temporal history and is part of the platform architecture.
30-minute discovery call
See agentic underwriting in action and discuss your CRE, SBA 7(a), or SBA 504 workflow with our team.
Choose a time on our calendar.
