1. P2P Lending Platform
  2. Work with Proto
Reference

Put an AI agent to work in P2P Lending Platform

Use the ERP.AI agent guide to connect Proto to your workspace:

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

  • Credit Officer: Prepare an application from confirmed borrower details, show its current revision and collect the supporting attachments for review.
  • Independent Credit Approver: Present the submitted revision, decision history and relevant evidence before the approver records a reasoned decision.
  • Independent Credit Approver: Compare a provider receipt's amount, date and account with a confirmed instruction and show the source record when values differ.
  • Auditor: Trace an application through its decision, provider event and operation receipt without changing the record.

What stays with a person

  • Proto can organize the case and explain the recorded differences.
  • The Independent Credit Approver still makes the credit decision.
  • Provider confirmation comes from the provider event, and a disputed effect must be checked against persisted records before completion.
  • The organization determines who may act in each scope.

Proto can organize the case and explain the recorded differences. The Independent Credit Approver still makes the credit decision. Provider confirmation comes from the provider event, and a disputed effect must be checked against persisted records before completion. The organization determines who may act in each scope.

Set up P2P Lending Platform your way.

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

How to get started