A phased proposed architecture
Application flow
- Validate inputs and access permissions.
- Index documents and check completeness against approved requirements.
- Present a brief with the source of each observation and uncertainty flags.
- Staff review outputs and approve a follow-up draft or handoff.
- Log actions and timing; receive status updates where integration permits.
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
- Cloudflare Workers: applications and integration APIs.
- Cloudflare Agents: persistent-context assistants.
- Cloudflare Workflows: multi-step execution and approvals.
- Mintlify Assistant: published-content assistance.
- Mambu API: core integration reference.
