Auto-classified files
Uploads are assigned type, entity, fiscal year, program use, and downstream workflow so they do not sit in a generic folder.
§ Platform - CORE Workflow - Document Intelligence
Turn borrower documents into structured credit evidence.
CORE turns borrower uploads, analyst uploads, bulk uploads, inbox attachments, project email, and legacy data rooms into one reviewed borrower file: classified documents, source spans, entity context, extracted facts, narrative findings, and analyst decisions in the same workflow.
Classification, source, fact, and reviewer stay together.
Analysts can see what CORE classified, which source produced each fact, what needs review, and where the fact will be used downstream. The borrower structure that appears across documents is assembled as reviewable context, not a second hidden system.
Real product surface, redacted§ Evidence Controls
From classification to accepted credit evidence.
Source-linked facts
Extracted facts keep source lineage, confidence, related notes, and review state down to the page and span.
Entity context
Borrowers, guarantors, affiliates, owners, projects, and aliases are assembled for analyst review before they shape underwriting.
Human acceptance
The analyst confirms, supersedes, re-extracts, or rejects before the fact becomes credit evidence.
§ Fit
Document intelligence includes
Files enter through the channels borrowers and analysts already use, then remain connected to reviewable credit evidence.
01
Borrower, analyst, and bulk uploads
02
Required-document collection, project email, and consolidated inbox
03
Document classification, metadata, and processing status
04
Narrative findings, source-linked facts, and review state
05
PDF/source split view
06
Borrower structure, aliases, and entity context for review
§ Path
How a file becomes evidence
Receives
Files enter through borrower upload, analyst upload, bulk upload, required-document collection, or project email.
Classifies
CORE assigns document type, entity, fiscal year, downstream usage, and processing status.
Connects
Entity names, aliases, project parties, and document ownership are mapped into reviewable borrower context.
Extracts
Facts and narrative findings are pulled with source lineage, confidence, and downstream routing.
Reviews
The analyst accepts, supersedes, re-extracts, or rejects before evidence feeds spreads, policies, risk, or memo claims.
§ Next Step
Show us the document set your team dreads.
We will walk through classification, extraction, and analyst review against that file shape.