Benchmark Adjusted

Purpose

Benchmark Adjusted is designed to increase awareness of differences within two processes by using SiaGPT Version 1 integrated with LoanIQ and document-based analysis focused on borrower loan rationale.

Primary users

The primary user is not specified in the provided information. The agent is associated with the CIB team and owned by Patrick Ferris.

Where it fits (process/stage/trigger)

Benchmark Adjusted fits into a workflow where users need to review loan-related documentation and understand why a borrower has asked lenders to make loans, starting with the recital section and then extending to the rest of the document if needed.

Key capabilities / workflow

The agent searches first in the recital section, then searches the rest of the document, extracts the reasons why the borrower asked the lenders to make the loans, and produces outputs described as value standard advanced boolean and summarizer.

Inputs

Typical inputs include SiaGPT Version 1 integrating with LoanIQ and the relevant loan document content to be searched, especially the recital section and the rest of the document.

Outputs / Deliverables

The outputs are described as value standard advanced boolean and summarizer, with the goal of supporting awareness of differences within the two processes.

Value

Benchmark Adjusted helps users identify and summarize borrower loan rationale from loan documentation, supporting clearer awareness of process differences in a CIB and lending context.