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Use cases

Source-heavy workflows
that have to be correct.

Six concrete shapes. Each is a workflow with named inputs, a compiled middle, and the artifacts that fall out the other side. We name the documents your team already touches, and where the system maintains state behind them.

§A
Structured Finance Surveillance.
Loan → pool → tranche → trigger → market state.

Inputs

  • ABS-EE · 10-D
  • trustee reports
  • loan tapes · servicer commentary
  • TRACE prints · pricing
  • ratings docs · prior reviews
  • prepay & delinquency series

Workflow state

  • loan-level fact graph
  • pool composition · WAL state
  • tranche cashflow · trigger model
  • covenant & OC/IC tests
  • collateral drift signals
  • rating action lineage

Outputs

  • delinquency alerts
  • prepayment state
  • collateral drift report
  • tranche risk score
  • covenant trip scenarios
  • API + monitor
§B
CRE Sourcing & Underwriting.
Property → owner → debt → broker → comp → memo.

Inputs

  • listings · broker sites
  • parcel · assessor · recorder
  • zoning · permit · POI
  • mortgage / deed of trust
  • tenants · rent rolls · comps
  • court cases · tax delinquency

Workflow state

  • property identity · owner LLC chain
  • debt stack · maturity wall
  • zoning + entitlement state
  • comp set · comp drift
  • distress signals
  • broker activity timeline

Outputs

  • opportunity feed
  • valuation state · DCF
  • stale-comp alerts
  • diligence brief
  • watchlist · trigger rules
  • API into CRM / pipeline
§C
Filing & Regulatory Compilers.
Source → typed claims → entity graph → review → monitor.

Inputs

  • 10-K · 10-Q · 8-K · S-1
  • ADV · 13F · NPORT · N-CEN
  • Form D · Form 3-4-5 · 13D
  • Y-9C · Call Reports · CRA
  • FFIEC · NIC hierarchy
  • XBRL taxonomies (us-gaap, ifrs, dei)

Workflow state

  • typed claims · receipts
  • calc-arc reconciliation
  • amendment chains
  • parent-subsidiary hierarchy
  • cross-system identifiers
  • restatement supersession

Outputs

  • screens · APIs
  • regulatory packs
  • peer comparison panels
  • monitoring alerts
  • diligence briefs
  • exposure heatmaps
§D
Credit Agreement & Covenant State.
Clause → definition → basket → trigger → scenario.

Inputs

  • credit agreements · indentures
  • amendments & restatements
  • borrower financials
  • collateral reports
  • servicer notices
  • peer document comps

Workflow state

  • defined-term graph
  • covenant invariants
  • basket capacity solver
  • EoD & trigger model
  • amendment supersession chain
  • spread grid · CoC put state

Outputs

  • covenant monitor
  • debt-capacity model
  • amendment diff
  • distress & trip alerts
  • scenario engine
  • portfolio dashboard
§E
Investment Research Memory.
Source → claim → thesis state → falsifier → revision.

Inputs

  • filings · transcripts
  • analyst notes · IC memos
  • holdings · positioning
  • macro & central-bank speech
  • news & research drift
  • price & market reaction

Workflow state

  • thesis claims · falsifiers
  • assumption capture
  • reviewed & rejected paths
  • scar tissue (stale paths)
  • watchlist linkage
  • thesis dependency graph

Outputs

  • thesis tracker
  • memo regeneration
  • watchlist alerts
  • falsifier monitor
  • positioning panel
  • weekly briefing
§F
Private Knowledge & Agent Workflows.
Permissioned retrieval → claim → review → agent work order.

Inputs

  • internal docs · IC memos
  • vendor feeds · CRM
  • data warehouse · BI
  • analyst notes · email
  • operational logs
  • policies & controls

Workflow state

  • permissioned retrieval index
  • typed claims w/ author + provenance
  • review-history graph
  • exception queue · routing rules
  • agent work orders · traces
  • eval & supervision logs

Outputs

  • private agents · copilots
  • exception queues
  • audit-ready reports
  • internal APIs
  • review dashboards
  • model release notes
Don’t see your workflow? That’s usually how the conversation starts.

The patterns above repeat with different documents and identifiers. If you have a workflow where AI demos pass and production stalls — the answer usually lives in the missing state layer. We map it in a focused first conversation.

Engage

Bring a workflow that has to be right.

A focused first conversation ends with a typed scope and a one-page workflow map showing where AI safely fits, what is review-ready, and what infrastructure has to sit underneath first.

Contact Zator →