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Credit Scoring Engine

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  1. Credit Scoring Engine
  2. Work with Proto
Reference

Put an AI agent to work in Credit Scoring Engine

Ask Proto to prepare case views and check evidence for human review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Operations Manager: Find assigned applications in review and list the attachments and provider events linked to each case.
  • Credit Reviewer: Prepare the submitted revision, requested amount and decision history for independent assessment.
  • Auditor: Trace a confirmed case from applicant and decision to provider evidence and repayment receipt.
  • App Administrator: Check which applicants and people belong to the selected organization.

What stays with a person

  • Proto can prepare a comparison, but the Credit Reviewer makes the decision and Operations Manager verifies provider effects.
  • A summary cannot replace the decision record, provider event reference or access check.
  • Ask for linked records and have the named person confirm the result.

Proto can prepare a comparison, but the Credit Reviewer makes the decision and Operations Manager verifies provider effects. A summary cannot replace the decision record, provider event reference or access check. Ask for linked records and have the named person confirm the result.

Set up Credit Scoring Engine your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started