Governed credit decision infrastructure
Pilot Overview
Evaluate CreditAxis in a controlled pilot designed for community and regional banks that need every credit decision to be authorized, traceable, and defensible.
What the Pilot Includes
Governed deal intake and decision workflow
Structured credit file creation with enforced workflow from origination through final approval.
Authority enforcement and approval integrity
Every decision validated against defined authority limits — no unauthorized approvals, no silent overrides.
Structured exception governance
Exceptions documented, justified, approved, and permanently recorded. No verbal or implied exceptions.
Versioned deal history and What Changed visibility
Every revision captured and attributable. Field-level change history across the life of the deal.
Audit Mode for defensibility review
Open any deal and instantly see a verdict, a full audit trail, and every governance element on record.
Workflow and governance visibility across the credit file
Conditions, recommendations, approvals, and signoffs — all structured and traceable in one place.
Pilot Timeline
Typical duration: 30–60 days
Phase 01
Discovery & setup
Align on institution workflow, authority structure, and governance requirements.
Phase 02
Workflow alignment
Configure decision workflow, authority thresholds, and policy rules to reflect your credit standards.
Phase 03
Pilot use and review
Evaluate Audit Mode, exception governance, and decision traceability with real or representative credit files.
Phase 04
Feedback and next-step evaluation
Structured review of pilot findings and a clear picture of institutional fit and next steps.
What the Institution Gets
◈A live evaluation of Audit Mode and governance workflow in a controlled environment
◈Visibility into decision traceability and defensibility across a real credit process
◈A structured, institution-grade view of approval integrity and exception control
◈A clear picture of how CreditAxis fits into your existing credit and compliance workflow
Pilot Deliverables
Institutions participating in the pilot receive a structured set of proof artifacts at the end of the evaluation period. These are provided directly — no assembly required.
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Defensibility Record Package
◆Point-in-time export bundle per evaluated deal
◆Policy evaluation output with rule-level results
◆Approval authority record and exception log
◆Versioned credit memo and audit event trail
◆Document and evidence registry snapshot
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Security & Trust One-Pager
◆Demo environment: synthetic data only, no PII
◆Encryption in transit (TLS 1.3) and at rest (AES-256)
◆RBAC — role-based access control per institution
◆Immutable audit log — all events timestamped
◆Full data deletion on pilot offboarding
◆Third-party providers: Supabase (Postgres), Vercel (hosting)
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Pilot SOW / Short-Form Agreement
◆Controlled pilot scope and engagement terms
◆Deliverables and acceptance criteria
◆Confidentiality and data handling obligations
◆Offboarding and deletion commitment at pilot end
◆Pilot support expectations and escalation path
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Board-Ready Pilot Report Template
◆Executive summary of pilot findings
◆Measured governance outcomes and coverage metrics
◆Gaps identified and remediations closed
◆Defensibility Record Package as appendix
◆Recommended next-step evaluation criteria
All artifacts are made available during the structured pilot review period. The Defensibility Record Package is produced directly from the CreditAxis export system — not assembled manually.
Request Pilot Access
Begin your pilot evaluation
Submit your information and we’ll follow up with next steps for a structured pilot evaluation.