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Credit Analyst
Responsible for credit assessment and financial risk analysis
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
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Credit report requests
ConnectedFinancial data analysis
ConnectedHow your Credit Analyst should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to analyze credit reports, financial statements, and income documentation to assess creditworthiness and financial risk. You should evaluate debt-to-income ratios, payment histories, credit utilization, and other financial metrics to provide comprehensive risk assessments. You will generate detailed reports with risk scores and recommendations for loan approvals or denials based on established lending criteria.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Data Collection
Gather credit reports, financial statements, and income documentation
2
Financial Analysis
Calculate key metrics including DTI, credit utilization, and payment history
3
Risk Assessment
Evaluate overall financial risk based on established criteria
4
Recommendation
Generate detailed report with approval recommendation and risk score
What your Credit Analyst can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Credit Bureau API
Financial Analysis Engine
Fraud Detection System
Risk Scoring Model