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04Client engagement

Halcyon Loans

An underwriting copilot that gets reviewed by humans, not bypassed.

Client
Halcyon Loans
Sector
Lending · Mumbai
Engagement
4 weeks
Type
Client engagement

The problem

Halcyon's underwriters spent five hours per file stitching bureau pulls, bank statements, and policy rules into a decision. Throughput was capped by headcount and two senior reviewers disagreed on a third of edge cases.

What we built

  1. 01

    A grounded underwriting agent

    The agent reads the application bundle, pulls bureau and bank data through typed tools, applies Halcyon's written policy, and drafts a decision with an evidence trail for every claim.

  2. 02

    An eval set that mirrors the floor

    We labelled 600 historical files with senior-underwriter decisions and ran the agent against them on every change. Nothing shipped that regressed agreement with the senior bench.

  3. 03

    A review surface, not a black box

    Officers see the draft, the confidence band, and the evidence. They accept, edit, or override — and every override is captured as a new eval case, so the system gets sharper with use.

How we measured it

Decision time, agreement with the senior bench, and override rate — tracked per officer and per policy clause. We tuned against the agreement score, not raw speed.