inputs / evidence
establish the context.
financial profiles, obligations, and stated assumptions.
define the source material and constraints relevant to the question.use cases / 02
banking
a research direction for understanding financial profiles, transaction materials and credit questions.
artificial hedgefx series
financial workflows
02 / workflow briefresearch direction / banking
the financial question
bring financial context into each assessment.
working context
financial profile · cash flow · obligations
workflow anatomy
from the evidence
to the review.
reasoning / research focus
keep the reasoning inspectable.
organize company and borrower information; examine cash flow, obligations and stated assumptions; prepare analysis for the next review step.
these are the research tasks guiding development of the model.intended output / review
prepare the next review.
financial profiles and review materials.
the figures, obligations and assumptions that should remain visible in the review materials.illustrative workflow
this brief describes an intended research direction. model behaviour, availability and integration details remain subject to evaluation.
review questions
make the criteria
part of the question.
use these questions to frame a workflow discussion and the review you would expect from its output.
- 01
establish the profile
what company or borrower information is needed for this assessment?
- 02
inspect the financial context
how are cash flow, obligations and stated assumptions represented in the materials?
- 03
define the review
which conclusions and supporting figures need the next review step?
the next step
bring the context.
shape the question.
discuss how your workflow could inform the model research.