AI Home Loan Eligibility Agent

Заказчик: AI | Опубликовано: 10.11.2025

I need a basic prototype that lets me upload a customer’s PDF or JPG paperwork and instantly returns a below 1. Loan Eligibility 2. Pending Documents (showing the document type only) 3. Pending Form Details 4. Probable Queries the customer should expect I will provide the full rulebook—eligibility criteria, a master document checklist, all form templates, and a log of past queries. The system must read those references once, store them, and use them as ground truth for every new customer file it analyzes. Key points • Input formats: PDFs and JPGs only. • Eligibility logic must put Income details first when scoring. • The “Pending Documents” section should list the missing document types exactly as they appear in my checklist. No extra metadata is needed. • Accuracy and clear, structured output are critical; if the agent cannot classify a page, it should flag it for manual review rather than guess. Tech flexibility is welcome—Python with OCR (Tesseract), a lightweight embedding model, or any comparable approach is fine as long as setup is straightforward on a standard Windows machine. Deliverables • Working script or small app that accepts uploads and produces the report. • Read-me explaining installation, configuration, and how to update the rules or reference lists. • A quick demo run using sample files I’ll share. If you’ve built similar document-driven eligibility tools before, let me know; otherwise, outline the libraries you plan to use so I can green-light them quickly.