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- Trade Finance Platform
- Implementation and migration
How a Trade Finance Platform rollout works
Start with one product and one client segment the credit and operations teams can reconcile.
Agree the operating boundary
The scope is trade finance operations: applications, underwriting, credit instruments, letters of credit and drawings, trade loans, schedules, repayments, servicing changes and operation receipts. Banks, payment providers, bureaus and the ledger remain connected systems. Credit policy and pricing stay with the lender; Proto prepares configuration for review.
Map the source data
Bring borrowers, open applications, credits with drawings, and loans with schedule versions and repayments.
Configure a bounded pilot
Pilot one product for one client segment. Run new applications through underwriting and either issuance or disbursement for a month.
Rehearse the exceptions
Let evidence expire before review. Approve a revised version after a return. Exceed a credit's limit. Simulate a disbursement timeout. Import a repayment twice. Reschedule a loan.
Reconcile and release
Compare limits, principal outstanding and installments due with the source. Obtain the head of credit's acceptance and agree the rollback window before adding products.
What the customer provides
- Approved borrowers with eligibility notes.
- Evidence requirements and validity by product.
- Approval limits and servicing change policy.
- Open credits, loans, schedules and repayment history.
- Amortization and allocation rules.
Changing it afterwards
Use Proto to prepare changes on a branch. Review changed fields, permissions and reports with credit and operations. Replay the pilot’s exception cases before release. Decisions and schedules already recorded keep their versions.
Set up Trade Finance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.