Purpose

Purpose

Purpose is designed to shorten the perspective reconciliation process by identifying the effective date, closing date, or dated-as-of date from the provided source information and returning the answer in month, day, and year format.

Primary users

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

Where it fits (process/stage/trigger)

This agent fits into the perspective reconciliation process, particularly when users need to extract and standardize a relevant loan-related date from information connected to SiaGPT Version 1 and LoanIQ.

Key capabilities / workflow

The workflow analyzes the provided LoanIQ-related input, searches for the effective date, closing date, or dated-as-of date, validates whether a date has been found and whether it is formatted as month, day, and year, then produces a boolean-style result and summarizer output.

Inputs

Typical inputs include SiaGPT Version 1 integrating with LoanIQ and the instruction to find the effective date, closing date, or dated-as-of date from the available source content.

Outputs / Deliverables

Outputs include a value, standard advanced boolean, and summarizer response, with the requested date provided in month, day, and year format when available.

Value

The value of Purpose is to reduce manual effort in the perspective reconciliation process by helping identify and format key loan dates from the provided information more efficiently.