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A phased proposed architecture

Application flow

  1. Validate inputs and access permissions.
  2. Index documents and check completeness against approved requirements.
  3. Present a brief with the source of each observation and uncertainty flags.
  4. Staff review outputs and approve a follow-up draft or handoff.
  5. Log actions and timing; receive status updates where integration permits.
Document presence does not establish authenticity. Completeness checks are separate from authenticity verification, assessment and final decisions.

Integration options

Begin with structured file delivery through an approved channel, then APIs or secure file exchange where available. The initial connection is usually to application management or CRM. No application is sent to a financial provider without an agreement and configured consent and access controls.

Before operation

Implement independent institutional and user access, private storage, server-side secrets, duplicate prevention, failure handling and audit events. Agree retention, deletion, hosting and data handling requirements with the customer. These are implementation requirements, not verified controls in the current portal.

Provider resources

A free Cloudflare plan does not make the application, models and storage cost-free. Mintlify Startups and Mambu Partners acceptance is unconfirmed and is not a customer promise.Business model · Integration guide