The purpose of this use case is to support a user who wants to create a loan application and needs to clarify a few questions before proceeding. Instead of consulting multiple sources, the conversational agent and Knowledge Buddy surface the most relevant information in one place, enabling the user to make a decision without searching across multiple data sources.

• • Faster decision-making by getting all relevant answers in one place.
  • Reduced effort and time spent searching multiple sources.
  • Clear, consistent information that minimizes confusion and conflicting guidance.
  • Personalized, contextual answers based on the user’s situation and loan type.
  • Step-by-step guidance, including document checklists and pre-fill options, to streamline application completion.
  • Early eligibility/pre-qualification checks to avoid unnecessary applications.
  • Transparent explanations of rates, fees, terms, and trade-offs.
  • Fewer errors, leading to quicker approvals and smoother processing.

Knowledge Buddy - 3 contents added

• • Terms and Conditions
  • Loan Procedures
  • Checklist document

Demo:

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