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AI-ready · Agentic Workflows

You’re piloting an agentic AI tool that can pull a borrower’s financial documents, calculate ratios, and draft the first version of a credit memo end to end. Walk me through the oversight checkpoints you’d design before letting it run unsupervised on live deals.

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I don’t design this as one review at the end — a single check on a finished memo can’t catch an error that happened three steps upstream, like the agent pulling the wrong version of a financial statement.…

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