Credit Agreement Processing Agent

Credit agreements are lengthy and complex documents; skilled employees take several hours to review each contract received, finding and extracting key information. AI-powered agents perform the end-to end process faster than employees, using generative AI to extract key information from unstructured documents.

When a new credit agreement is submitted, the SS&C Credit Agreement Processing Agent retrieves the document and sends it to a secure, pretrained AI LLM. The agent poses a series of prompts to the AI model, which reads through the unstructured data and returns with the succinct, accurate and structured data required. The agent then takes the structured data, validates it, makes any necessary changes such as currency and date conversion, and enters it into the appropriate system.

SS&C's Managed Service offering implements the process according to client specs, hosts the solution in a secure cloud environment, and maintains and manages the solution.

Redefine productivity and empower your teams to break new ground, deliver better results and gain a competitive advantage – all while making the experience better for everyone – using the latest cutting-edge AI, automation and orchestration. Take comfort in knowing this solution is built and tested in the SS&C Innovation lab and already utilized by SS&C GlobeOps, the world's largets fund administrator, who now processes credit agreements 95% faster and with full confidence in the accuracy of data, leaving skilled staff free to work on higher-value tasks.

Reimagine your organization by making agentic operational, not just aspirational. Together, let's shape a future where your people and technology thrive together, driving unprecedented success and enabling the smart workplace of tomorrow. Put autonomous work at the heart of your success.