Build a Loan Prequalification Agent with Document AI

Build a loan prequalification Employee Agent with Data 360 Document AI. This agentic setup automatically extracts complex bank statement data to provide an easily understandable output, boosting employee productivity.

Watch a demo on how to use Document AI to ingest a PDF into an employee agent.

Build a Loan Prequalification Employee Agent with Document AI

For bank employees, processing a constant stream of heavy customer documentation is often a grueling, manual hurdle. Repetitively going through complex records for every individual customer consumes valuable time and increases the risk of error. By leveraging Document AI, you can transform these manual workflows into automated tasks. Using natural language processing to handle repetitive extraction and analysis, your team can move past the paperwork and focus on high-value banking, letting the technology handle the heavy lifting for every customer.

The loan prequalification agent is set up to:

• Use Data 360 Document AI for data extraction
• Analyze bank statements attached to contact records in Salesforce
• Use AI prompts for financial analysis without complex code
• Provide loan recommendations through a chat interface

• Before You Start: Complete prerequisites to gather and save the information required for the next steps.
• Step 1 - Create a Document AI Schema Config: Set up the Data 360 Document AI processor configuration for bank statement data extraction.
• Step 2 - Create Flow to Retrieve File ID from Email Address: Create a screen flow to identify the bank statement file from the customer's email address.
• Step 3 - Create Apex Class (Document AI API Wrapper): Create custom Apex class to enable Document AI's flow functionality.
• Step 4 - Create Bank Statement Extraction Flow (Apex Wrapper): Create a screen flow to extract data from the customer's bank statement.
• Step 5 - Create the Loan Prequalification Employee Agent: Build your agent.