CAM Generator
- Category
- AI Automation
- Client
- Orion Credit House
AI workflow for drafting credit approval memorandums.
Problem
Relationship Managers were spending too much time drafting Credit Approval Memorandums manually, pulling details from forms, credit bureau reports, financial documents, hours of research, and deal notes before shaping everything into the right internal structure and tone.
Scope
- MVP scope and Prototype
- Document ingestion workflow
- AI generation pipeline
- CAM review and export flow
Outcome
The case study defined an MVP workflow where RMs can upload documents, enrich the deal with industry and client research, generate a structured CAM draft, review it in-app, and export a polished PDF or Word document from one flow.
