CSAI

Enterprise AI Platform

Secure
Your workspace

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Configure organisational scope, business intelligence and data configuration.

Test document scrutiny, AI assistance and business workflows.

Session context

Choose what you want to test
Select test contextChoose a profile and the organisation and capability it covers

Start with a task

Focus on what matters

Application preparation

Prepare payments, mandates, FX deals, settlements and loan applications from source documents.

Open business workflows Document intelligence

Document scrutiny

Upload, classify and review your trade documents in one place.

Open document scrutiny

AI assistant

Explore information and get help with your next task.

Start a conversation

Organisation & scope

Define where configuration applies
OrganisationMaintain institutions and organisational unitsCapabilitiesMaintain business capabilities and their trade finance systemConfiguration profilesShare linked settings across scopes

RuleSphere

Configure business intelligence
Documents & entitiesMaintain documents, categories, entities and mappingsRulesConfigure rule bases, rules and document mappingsPromptsMaintain classification, extraction and assistant promptsKnowledgeMaintain knowledge sources and review feedbackTable layouts & columnsConfigure layouts, column mappings and persisted fieldsFeedback & learningReview classification, extraction and assistant feedback

Insights

Understand activity and usage
AnalyticsReview usage, activity and operational insights

Trade finance

Direct access to your workflows
Issue a letter of creditPrepare and submit an LC Issue a guaranteeCreate and review a guarantee Check documentsReview compliance and discrepancies Amend a letter of creditManage changes to an existing LC

Your profile

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