submit-credit-application

What problem does it solve?

This Skill helps credit managers avoid incomplete or non-compliant submission of corporate credit applications by verifying required materials, checking case conflicts, and forcing explicit user confirmation before creating an application case.

Core Features & Use Cases

• Step-gated pre-submission workflow: Performs data verification, conflict checks, material inventory, completeness assessment, application type confirmation, and a final explicit confirmation gate.
• Material completeness evaluation with quality rules: Compares uploaded notes/materials to the bank’s material checklist, enforcing hard red lines for missing essential documents.
• Conflict and timing safety checks: Checks for active approval cases and verifies credit due status (e.g., renewal within 90 days) to determine application type context without guessing.

Use case: Before a client manager submits a renewal/first credit/additional credit request, run this Skill to produce a structured evaluation report that downstream approval workflow can parse, while preventing duplicate submissions and “silent” confirmation.

Quick Start

Use the submit-credit-application skill to evaluate whether a company’s credit application materials are complete and safely ready to submit, then ask the user to explicitly confirm submission.