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Credit platform

A decision takes a minute. The obligation lasts years.

Credit LifecycleBuilt on SinergyDeployable inside an existing core

Credit Lifecycle runs the whole of that time on one record: onboarding, workflow, policy, decisioning, disbursement, servicing, restructuring, collections and the preparation that lets the asset move on to a securitisation without being rebuilt.

The operating problem

Most lenders can approve. Far fewer can remember.

Origination, servicing and collections usually live in different systems, so the reason a credit was approved is no longer attached to it by the time it matters. Every hand-off costs the next team the context it needed, and the portfolio ends up described rather than known.

What it does

Five stages on one record, and one thing across all of them.

Intake, decision, servicing, receivables and portfolio preparation run in sequence on the same object. Governance is not a sixth stage — it applies to every one of them, which is why it is drawn across rather than below.

01Onboarding and workflow

Customer intake, application data and configurable credit workflows coordinated in one operating record instead of a queue of exports.

02Policy and decision engines

Financial and behavioural model outputs applied through configurable credit policy, decision rules, limits and approval workflows.

03Disbursement to closure

Schedules, drawdowns, restructures, early settlement and collections managed against the same asset, with the history intact.

04Invoice finance workflow

Invoices ingested, validated, deduplicated and converted into an operational financing flow with the underlying trade attached.

05Preparation for distribution

Eligibility fields are captured at origination, so a pool can be assembled later against rules rather than reconstructed from spreadsheets.

Across all of itVersioned and reconstructable

Policy versions, rule changes, overrides and approvals are recorded so any past decision can be replayed exactly as it was made.

How it runs

The record, in the order it is written.

Nothing here is a hand-off. Each stage adds to the same object.

01Apply

The need enters directly, through a dealer, or through a partner interface. The route is recorded on the asset.

02Verify

Identity, ownership and screening controls clear before any credit work begins.

03Decide

Models, policy and limits produce a decision with its reasoning attached.

04Disburse

Funding, schedules and documentation are issued against the approved structure.

05Service

Collections, restructures and settlements update the same record as they happen.

06Prepare

Eligibility is tested continuously, so the asset is ready for a pool the day it qualifies.

Where it sits

The operating floor of the platform.

Scoring Engines and Early Warning attach to this record rather than replacing it. PerfectCube reads it when a pool is formed.

01Data02Underwriting03Operate04Control05Structure06Distribute
Deployment

It does not need to be the only system.

Most institutions already have a core. Credit Lifecycle is designed to sit around one rather than replace it.

Around a core

Coexists with the ledger

Accounting and the general ledger stay where they are; the credit record and its workflow move.

Interfaces

Defined integration points

Origination channels, bureau data, payment rails and the core connect through documented interfaces.

Configuration

Changed without a release

Products, policies, limits and workflows are configuration, versioned and testable before they reach production.

Questions

The ones that come up first.

Does this replace our core banking system?

No. It runs the credit record and its workflow, and connects to the core for accounting and settlement. Institutions typically deploy it around what they already have rather than instead of it.

Can our own credit policy be used?

Yes. Policy, limits, decision rules and approval workflows are configuration rather than code, and they are versioned so a past decision can be reconstructed under the policy that was live at the time.

How does it relate to Scoring Engines?

Scoring Engines produce the model outputs; Credit Lifecycle decides what to do with them under policy. They are separate products because the model families are useful on their own.

What makes an asset ready for securitisation?

Eligibility criteria are captured as fields at origination and tested continuously, so PerfectCube can assemble a pool against rules instead of reassembling history from exports.

Credit Lifecycle

Start with the part of the lifecycle that is costing you most.

A demo runs on your workflow, not a generic one.

Request a demo