Car Loan Pre-Approvals

This template lets you build an end-to-end process automation to efficiently and quickly pre-approve car loan requests.

Top Benefits

  • Bring down the time required for pre-approvals of car significantly
  • Cut time time and effort consumed for processing emails from dealerships
  • Provide recommendation & risk score to loan approver powered by GenAI
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Tasks

  • Extract Email Details and Applicant Credit Check
  • Generate Recommendation Using Loan and Document Data
  • Human in the loop for approving loan
  • Generate email content using GenAI
  • Initialize the approved loan process
This template lets you build an end-to-end process automation to efficiently and quickly pre-approve car loan requests. The key use cases include: • Automate the automobile loan pre-approval process by financial institutions. • Process emails from dealerships, document automation to extract details from applicants W2 statement. • Provide recommendation & risk score to loan approver powered by GenAI.

Setup process

Install

Download the Process Template and follow the instructions to install it in your AAE Control Room.

Configure

Use the Process Template in a bot, configure keys and other credentials the Process Template will need (see the ReadMe for details.)

Run

That's it - now the Process Template is ready to get going!

Requirements and Inputs

  • Enable the document automation learning instance
  • Ensure GenAI subscriptions are available

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