Effective Date

Purpose

Effective Date shortens the search, match, and identification process by locating the Stated Maturity Date and the relevant agreement date in a document, then calculating the tenor by subtracting that relevant date from the Stated Maturity Date.

Primary users

The primary user is not specified. The agent is associated with the CIB team and is designed for use in a workflow involving SiaGPT Version 1 integrated with LoanIQ.

Where it fits (process/stage/trigger)

This agent fits into an extraction and reformatting process where a document must be reviewed to identify the Stated Maturity Date and either the Credit Agreement Date, Effective Date, Closing Date, or Dated as of Date before calculating tenor.

Key capabilities / workflow

The workflow analyzes the provided document, extracts the required date fields, checks whether the required dates were found, calculates the tenor, validates the result, and delivers the configured output using a boolean and summarizer approach.

Inputs

Inputs include SiaGPT Version 1 integrating with LoanIQ and a document containing the Stated Maturity Date and one of the relevant date fields: Credit Agreement Date, Effective Date, Closing Date, or Dated as of Date.

Outputs / Deliverables

Outputs include the calculated tenor and the provided output format described as value standard advanced boolean and summarizer.

Value

The value of Effective Date is that it reduces the time needed to search, match, and identify key agreement dates in documents, supporting faster tenor calculation within the provided CIB and LoanIQ context.