AgentSkillsCN

Assess Credit Worthiness

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SKILL.md

Skill: Assess Credit Worthiness

Domain

financial_services

Description

Assesses borrower creditworthiness using financial analysis, credit scoring, and risk-adjusted pricing for lending decisions.

Tags

credit, lending, underwriting, risk, scoring, banking

Use Cases

  • Credit decisioning
  • Risk-based pricing
  • Portfolio management
  • Limit setting

Proprietary Business Rules

Rule 1: Credit Score Integration

Bureau score and internal score combination.

Rule 2: Financial Ratio Analysis

Key financial health indicators.

Rule 3: Capacity Assessment

Debt service coverage evaluation.

Rule 4: Risk Grade Assignment

Credit risk grade determination.

Input Parameters

  • application_id (string): Application identifier
  • borrower_info (dict): Borrower profile
  • financial_statements (dict): Financial data
  • credit_bureau (dict): Bureau information
  • collateral_info (dict): Security details
  • loan_request (dict): Requested terms

Output

  • credit_score (float): Combined credit score
  • risk_grade (string): Assigned risk grade
  • financial_analysis (dict): Ratio analysis
  • pricing_recommendation (dict): Risk-adjusted pricing
  • decision (string): Approval recommendation
  • conditions (list): Required conditions

Implementation

The assessment logic is implemented in credit_assessor.py and references data from credit_criteria.json.

Usage Example

python
from credit_assessor import assess_credit

result = assess_credit(
    application_id="APP-001",
    borrower_info={"type": "business", "years_in_business": 10, "industry": "manufacturing"},
    financial_statements={"revenue": 5000000, "ebitda": 750000, "total_debt": 1000000},
    credit_bureau={"business_score": 75, "payment_history": "satisfactory"},
    collateral_info={"type": "real_estate", "value": 2000000},
    loan_request={"amount": 500000, "term_years": 5, "purpose": "expansion"}
)

print(f"Risk Grade: {result['risk_grade']}")

Test Execution

python
from credit_assessor import assess_credit

result = assess_credit(
    application_id=input_data.get('application_id'),
    borrower_info=input_data.get('borrower_info', {}),
    financial_statements=input_data.get('financial_statements', {}),
    credit_bureau=input_data.get('credit_bureau', {}),
    collateral_info=input_data.get('collateral_info', {}),
    loan_request=input_data.get('loan_request', {})
)