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Document Processing

Extract and process credit agreements

Document Generation

Generate LMA templates from CDM data

Trade Execution

Execute and settle trades

Verification

Verify loans and bonds

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Overview

CreditNexus provides a comprehensive platform for financial institutions to process credit agreements, verify bonds and loans, and ensure regulatory compliance. This guide walks you through the main workflows.

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Main Workflows

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1. Document Processing

Extract Credit Agreement Data
  1. Navigate to the Document Parser tab
  2. Upload a credit agreement document (PDF, DOCX, or text)
  3. The system automatically extracts structured CDM data
  4. Review and validate the extracted information
  5. Save the document to your library
Key Features:
  • AI-powered extraction using GPT-4o, vLLM, or HuggingFace
  • Automatic CDM compliance validation
  • Policy enforcement at extraction point
  • Support for documents up to 50k+ characters

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2. Document Generation

Generate LMA Templates
  1. Navigate to the Document Generator tab
  2. Select a CDM data source from your library
  3. Choose an LMA template
  4. Review field mappings (CDM → Template)
  5. Generate the document
  6. Download or save the generated document
Key Features:
  • Template-based document generation
  • Automatic field mapping
  • AI-powered field population
  • CDM data hydration

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3. Trade Execution

Execute and Settle Trades
  1. Navigate to the Trade Blotter tab
  2. Create a new trade execution
  3. Enter trade details (borrower, amount, rate)
  4. Review policy evaluation results
  5. Execute the trade
  6. Settle payment using x402 protocol
Key Features:
  • Real-time policy evaluation
  • CDM-compliant trade events
  • x402 payment integration
  • Automatic settlement

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4. Verification

Verify Loans and Bonds
  1. Navigate to the Green Lens or Verification Demo tab
  2. Upload loan or bond information
  3. For sustainability-linked loans, satellite verification is performed
  4. Review verification results
  5. Access ground truth data
Key Features:
  • Satellite-based NDVI analysis
  • Land use classification
  • Ground truth verification
  • ESG compliance checking

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Application Management

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Individual Applications

  1. Navigate to Applications → Individual
  2. Fill out the multi-step application form:
    • Personal Information
    • Financial Information
    • Loan Requirements
  3. Upload required documents
  4. Submit application
  5. Track status in dashboard

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Business Applications

  1. Navigate to Applications → Business
  2. Select application type:
    • Sell Debt/Bonds: Monetize existing debt instruments
    • Buy Loan: Apply for business credit
  3. Complete business information
  4. Upload financial statements and legal documents
  5. Submit application

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Calendar & Meetings

  1. Navigate to Calendar tab
  2. View scheduled meetings
  3. Create new meetings:
    • Click on calendar date/time
    • Fill meeting details
    • Add attendees
    • Generate ICS file for calendar integration
  4. Download ICS files for external calendar apps

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Best Practices

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Document Processing

  • Ensure documents are clear and readable
  • Review extracted data before saving
  • Use consistent naming conventions
  • Tag documents for easy retrieval

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Policy Compliance

  • Review policy evaluation results
  • Address any flagged issues promptly
  • Keep policy rules up to date
  • Monitor compliance dashboard

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Data Management

  • Regularly backup CDM data
  • Use version control for documents
  • Maintain audit trails
  • Export data for external systems

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Next Steps