Bodhi Business Studio: Agentic Commercial Lending Demo | Publicis Sapient

Bodhi Business Studio: Agentic Commercial Lending Demo

Highlighted features

• Visual workflow builder

  Assemble end-to-end workflows in a low-code canvas by connecting agents, enterprise tools, decision logic and human-in-the-loop checkpoints. Each agent is configured for a specific business responsibility, with defined instructions, permitted tools and escalation rules.

• Shared deal context

  Agents work from a single execution context built from deal metadata and extracted document information, so every assessment draws on the same evidence rather than independently interpreting disconnected documents.

• Parallel policy and risk assessment

  Specialized agents evaluate loan-to-value, valuation, property risk, legal compliance and investment quality simultaneously, reducing the sequential handoffs that traditionally slow lending operations.

• Human-review controls

  Routine document processing and policy checks complete autonomously. Judgment-intensive or higher-risk decisions are surfaced to the appropriate person, who reviews the analysis, resolves exceptions and determines whether the deal proceeds.

FAQs

1. What is Bodhi Business Studio?

   Bodhi Business Studio is the visual workflow builder within Sapient Bodhi that helps enterprises design, orchestrate and operate agentic business processes. Teams use the studio to create workflows in which AI agents reason, take action, access enterprise tools and collaborate with people within defined business, security and compliance controls.

2. How does the LendSmart workflow assess a deal?

   Once a deal is selected, the workflow retrieves the deal record and its associated documents. A Document Analysis Agent classifies each document and extracts structured and unstructured information, a Policy Context Agent combines that output into a shared execution context, and specialized assessment agents then evaluate the deal in parallel. Results are presented in a consistent, reviewable format that can include the policy outcome, supporting evidence, extracted values, issue severity, a confidence score and any follow-up actions.

3. How do agents access enterprise data and systems?

   Agents use Model Context Protocol (MCP) tools to securely interact with the data and capabilities required to complete their work. In this lending workflow, tools retrieve deal metadata, access uploaded documents, classify and extract document content, save assessment results and update the deal record — all within the workflow’s defined security and compliance controls.

4. Do people stay in control of lending decisions?

   Yes. The lending professional remains responsible for reviewing the analysis, resolving exceptions and determining whether the deal should proceed. Agents complete routine document processing and policy checks, while judgment-intensive or higher-risk decisions are surfaced to the appropriate person.

5. Can the workflow be embedded in our own applications?

   Yes. Workflows built in Business Studio can be embedded into a custom business application, allowing users to interact with the agentic process through an experience designed for their role. In the demo, lending teams work from the LendSmart deals dashboard, and in a production environment the workflow can also be triggered automatically when a new deal or document reaches the appropriate stage.

6. Who is this demo designed for?

   The demo is designed for commercial lending and financial services teams looking to reduce manual effort, improve consistency and accelerate the path from deal intake to funding. While this demo focuses on commercial lending, Bodhi Business Studio supports agentic workflows across many industries and business processes.