Credit Analysis Assistant

When enterprise credit teams handle complex credit data, they often face challenges such as scattered data, time-consuming risk assessments, and inconsistent analysis report formats. Traditional credit analysis tools often require manual operation of cumbersome data verification processes, which are not only inefficient but also make it difficult to quickly respond to business departments' demands for real-time risk assessments. Now, you can leverage MaiAgent's Canvas visualization technology to create a dedicated enterprise credit AI analysis assistant, achieving intelligent credit data visualization and analysis!

Application Scenario: Building an Enterprise Credit Data Visualization AI Assistant

Imagine you are a credit analyst at a financial institution who needs to review customer applications daily, prepare risk assessment reports, and present credit risk dashboards to the risk management committee. In the past, you might have spent hours querying customer data across different systems and manually creating various risk assessment charts. This was not only time-consuming and labor-intensive, but assessment results were often inconsistent due to manual operations, affecting decision-making accuracy.

For example, when the business department urgently needs a "credit risk assessment report for a large enterprise customer" within 30 minutes, the traditional approach requires you to urgently query credit bureau data, analyze financial conditions, and evaluate guarantor qualifications, often failing to complete before business negotiations.

Now, through MaiAgent Canvas technology, you simply need to describe your requirements to the AI assistant in natural language, and the system can immediately generate professional interactive credit analysis charts. This not only dramatically improves work efficiency but also ensures assessment accuracy and consistency, allowing you to focus on higher-value risk analysis insights!

Application Process

1. Create a Credit Data Analysis AI Assistant

Fill in the AI assistant name

Select RAG and language model, and enable Canvas mode

Response mode must select Agent, and enable Canvas mode below in Agent mode

When selecting response mode, please choose "Agent Mode" and enable "Canvas Mode". Role instructions can be referenced as follows:

2. Upload Credit Data to the Chat Room via Conversation Attachments

Upload credit data files, including but not limited to:

  • Balance sheet

  • Credit bureau credit reports

  • Cash flow statement

  • Tax records

  • Bank transaction records

  • Income statement

3. AI Assistant Online Application - Results Demo Video

4. Canvas Technology Advantages in Credit Applications

🚀 Efficiency Improvement

  • Real-time Assessment: From customer application to risk assessment completion, takes only 30 seconds

  • Standardized Process: All assessments follow consistent risk assessment standards

  • No Manual Operation: Natural language can complete complex risk analysis

📊 Professional Quality

  • Interactive Features: Support for risk coefficient adjustment and time interval filtering

  • Responsive Design: Adapts to various screen sizes and output formats

  • Vector Graphics: SVG format ensures clarity in printing and projection

🔄 Flexible Adjustment

  • Real-time Modification: Can immediately adjust assessment parameters and risk weights

  • Multiple Format Output: Can generate different analysis perspectives for the same customer

  • Customized Requirements: Adjust assessment modes according to different product types

💼 Enterprise Integration

  • Regulatory Compliance: Integrates FSC credit regulatory requirements

  • Localization Support: Supports Taiwan's credit system and scoring standards

  • Security: Customer data processed locally, ensuring information security

Through MaiAgent Canvas technology, credit teams can not only dramatically improve work efficiency but also invest time in more valuable risk analysis and strategy formulation, truly achieving the goal of credit digital transformation!

Experience the credit data analysis assistant now, and let your risk assessment be not just numbers, but visualized insights!

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