Khurram Tehseen, FSA
A data foundation is built in order, starting with raw data kept untouched, one checked record per entity, then a few published tables. The dashboard comes last.
A single source of truth is one canonical record per borrower, a validation library, and an uncertainty tag on every field that cannot be trusted yet.
An OCR project stalls because the accuracy number it reports was never the number the business needed. What to build instead, in six weeks.
The three fields a machine misreads on a borrowing base certificate are the sign on a credit, the account debtor name, and the invoice date. How to tag each one.
AI can read a credit agreement reliably only after it is scored against agreements your team already closed. The replay test for amendments, definitions, and tables.
Death by PDF costs a private credit fund in analyst hours, decision latency, sampled collateral, and key-person risk. Document automation pays back on the last three.
Document-to-decision is a six-step pipeline that turns a recurring document into a field a system can act on. The order matters more than the model.
