Trade Finance Platform

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  1. Trade Finance Platform
  2. Use Proto with this system
Reference

Put an AI agent to work in Trade Finance Platform

Prepare and review trade finance applications, credits and loans with Proto.

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: List my applications with evidence expiring in the next fourteen days.
  • Credit Approver: Summarize applications under review with amount, term, evidence and borrower eligibility.
  • Trade Operations Officer: List letters of credit expiring in the next thirty days with remaining limit.
  • Loan Servicing Officer: Show installments due this week and loans marked Delinquent.

What stays with a person

  • Credit decisions, issuance, disbursements and servicing changes stay with the configured people and their permissions.
  • Proto does not make credit decisions.
  • It prepares lists, summaries and configuration for review, using the signed-in person's access.

Credit decisions, issuance, disbursements and servicing changes stay with the configured people and their permissions. Proto does not make credit decisions. It prepares lists, summaries and configuration for review, using the signed-in person's access.

Set up Trade Finance Platform 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