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Workflow demos

Examples of work done
with harness templates

Each template handles one task using sample data. Each demo covers the input, the processing steps and the output, in that order.

Copy a template and adapt it to your internal guidelines. The results are drafts; the final decision rests with the person in charge.

Financial workflows

Finance

Trade finance document examination

Compares the shipping documents presented under a documentary credit (SWIFT MT700) with each condition of the credit and marks the discrepancies on the documents.

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Finance

Sales call review

Transcribes every telephone sales recording inside the harness and checks each call: whether the required explanations were given and when, any forbidden expressions, and the speech rate during the required explanations.

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Finance

Anti-money laundering review

Checks every transaction in the core banking system against anti-money laundering rules.

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Finance

Risk management

Recomputes a credit scoring model's discrimination (AUC, KS), stability (PSI), rank ordering and calibration from its scores and the defaults that actually followed, and produces a validation metrics table, charts and a validation report draft.

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Finance

Credit review and monitoring

Screens the financial statements of hundreds to thousands of client companies (XBRL, DART files, tables, PDFs) against the same early-warning criteria, and produces a warning list, a distribution chart and a one-page summary per company.

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Finance

Journal entry testing

Checks every journal entry in the review period, with none left out.

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See it with
your own documents

In a consultation, we connect a few of your documents so you can check the answer quality for yourself. Send us your questions and our team will get back to you.

Product videosReal product screens · Example company ACME Logistics · 16 videos