Credit investigation analysis assistant

Corporate credit investigation teams often face challenges such as dispersed data, time-consuming risk assessments, and inconsistent report formats when handling complex credit investigation data. Traditional credit analysis tools often require manual, tedious data verification processes, which are not only inefficient but also make it difficult to quickly respond to business units' needs for real-time risk assessment. Now, you can use MaiAgent's Canvas visualization technology to build a dedicated corporate credit investigation AI analysis assistant to achieve intelligent visualization and analysis of credit investigation data!

Use case: Build a corporate credit investigation data visualization AI assistant

Suppose you are a credit analyst at a financial institution who needs to review customer application cases daily, produce risk assessment reports, and present credit risk dashboards to the risk management committee. In the past, you may have spent hours querying customer data across different systems and manually creating various risk assessment charts, which was time-consuming and laborious, and the assessment results often varied due to manual operations, affecting the accuracy of decisions.

For example, when the business unit urgently needs a “credit risk assessment report for a large corporate client” within 30 minutes, the traditional approach requires you to hurriedly check credit bureau data, analyze financial conditions, and evaluate guarantor qualifications, which often cannot be completed before the business meeting.

Now, with MaiAgent Canvas technology, you only need to describe your requirements to the AI assistant in natural language, and the system can immediately generate professional interactive credit analysis charts, not only greatly improving work efficiency but also ensuring the accuracy and consistency of assessments, allowing you to focus on higher-value risk analysis insights!

Application process

1. Create a credit data analysis AI assistant

Enter the AI assistant name

Select RAG and the language model,and enable Canvas mode

When choosing the response mode, please select "Agent mode" and enable "Canvas mode"; refer to the role instructions below:

2. Upload credit investigation data to the chat via conversation attachments

Upload credit investigation data files, including but not limited to:

• Balance sheets

• Credit bureau report

• Cash flow statements

• Tax records

• Bank transaction records

• Profit and loss statement

3. AI assistant goes live - outcome demonstration video

4. How Canvas technology's advantages manifest in credit investigation applications

🚀 Efficiency Improvement

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

• Standardized process: All assessments follow consistent risk assessment standards

• No manual operation: Complex risk analysis can be completed using natural language

📊 Professional Quality

• Interactive features: Supports adjustment of risk coefficients and time range filtering

• Responsive design: Adapt to various screen sizes and output formats

• Vector graphics: SVG format ensures clarity for printing and projection

🔄 Flexible adjustments

• Real-time modification: Assessment parameters and risk weights can be adjusted immediately

• Multi-format output: Different analytical perspectives can be produced for the same customer

• Customizable requirements: Assessment modes can be adjusted according to different product types

💼 Enterprise integration

• Regulatory compliance: Integrates Financial Supervisory Commission credit investigation regulations

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

• Security: Customer data is processed locally to ensure information security

Through MaiAgent Canvas technology, credit investigation teams can not only greatly improve work efficiency but also devote time to more valuable risk analysis and strategy formulation, truly achieving the goals of digital transformation in credit investigation!

Experience the credit data analysis assistant now, and make your risk assessments not just numbers, but visual insights!