Loan Origination Solution is generally available (GA)​

Loan Origination Solution is in Controlled General Availability (CGA)​

Loan Setup​

• Agentic AI loan analysis across six review domains: Loan Setup runs a configurable set of specialized AI agents (by default: Address Verification, Credit report & liability review, Income calculation & validation, Loan eligibility, Mortgage/Property Review, and Other), each returning a narrative summary and flagged risk items. Applications are marked Ready to review once agent processing completes. For details, see Loan detail reference.
• API-triggered workflow via UiPath Maestro: The end-to-end loan analysis workflow is orchestrated by UiPath Maestro. Processing is initiated when the customer's dispatcher RPA calls the Maestro API endpoint with a loan ID. Maestro invokes the customer's data extraction and transformation RPAs, runs AI agents in sequence, and writes structured outputs to UiPath Data Fabric. For details, see Loan application workflow.
• RPA Integration Contract framework: Loan Setup includes a standardized RPA Integration Contract framework that defines the input and output schemas for each system integration point in the processing pipeline. Organizations build RPA implementations against their core banking, LOS, and document management systems and register them in the FINSProcessRegistry Data Fabric table. Four contract types are supported: DocumentMetadata, DocumentRetrieval, DataRetrieval, and DataParse. For details, see RPA integration contracts.

Quality Control (QA/QC)​

• Automated document classification and extraction: Quality Control uses IXP (Intelligent Xtraction Processing) to classify uploaded loan documents against the institution's expected document checklist, extract structured field values, and identify missing required documents. For details, see Quality control workflow.
• Business rule evaluation across single and cross-document rules: The Quality Control agent evaluates each document against configurable business rules, returning No issue, Issue found, or Inconclusive per rule, with support for cross-document comparisons. Reviewers confirm or dismiss findings in a side-by-side document viewer and can view the agent's reasoning for each evaluation. For instructions, see Review a document.
• AI-generated issues email: Reviewers can generate a pre-drafted email summarizing confirmed issues for the loan officer directly from the loan detail view. The email is AI-generated from the loan's review findings and is fully editable before sending. For instructions, see Generate an issues email.
• Configurable audit report generation: Reviewers can generate a structured audit report for each loan, selecting which sections to include: agent findings, issue summary, activity timeline, and additional notes. For instructions, see Generate an audit report.
• RPA Integration Contract framework: Quality Control includes a standardized RPA Integration Contract framework that defines the input and output schemas for each system integration point in the processing pipeline. Organizations build RPA implementations against their core banking, LOS, and document management systems and register them in the FINSProcessRegistry Data Fabric table. Four contract types are supported: DocumentMetadata, DocumentRetrieval, DataRetrieval, and DataParse. For details, see RPA integration contracts.
• Simple and Preferred deployment modes: Simple mode allows manual document upload via the application interface, requiring no system integration. Preferred mode automates document retrieval using RPA Integration Contracts. For details on Simple mode, see Add a loan.