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AI underwriting assistant

A bounded, human-in-the-loop assistant that summarizes broker conversations, extracts fields, recommends next actions, and preserves reviewability.

AI underwriting workflow prototype

What this demonstrates

Product judgment made inspectable.

The evidence below describes the implemented product boundary without presenting preview work as a production outcome.

01Source-aware extraction
02Editable recommendations
03Confidence-based escalation

Implementation range

From product framing into working systems.

AI workflowEvaluationHuman review

Status: Prototype. Public links use the current review or production environment while custom-domain work remains separate.

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ResumeDavid Li · Senior Product Manager
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