Industry Verticals >> Banking & Financial Services

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Loan Underwriting and Rules Management


Underwriting is an important and complex business process for banks and financial institutions in lending business. Banks and financial institutions are moving to automated underwriting from manual underwriting. They require managing risk criteria, risk profile and various rules for underwriting effectively. Underwriting software has potential to cut down effort (from 3 days to 3 minutes) when complete set of data is provided.

Proteans expertise and experience includes, developing Underwriting software and Risk management software, which manages various rules based on different rules pattern and different factors. Underwriting software manages underwriting rules by application and rules engine. Risk management software manages risk factors, risk criteria, and risk profiles. Underwriting rules are configurable by business user and managed without the help of technical person. It facilitates quick change and implementation of business decision by adding or modifying existing rules. Proteans has integrated underwriting software and Risk Management software to manage all process of risk management and underwriting in the trade and supply chain finance lifecycle.

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  • Proteans helped a Software Vendor specializing in Banking and Financial services to automate underwriting rules and risk management for its flagship Trade and Supply Chain Finance application