Lore + Gather AI

For Financial Services

Read the application. Decide faster.

Lore reframes underwriting files, KYC packets, and dispute records as narratives — with citations to every source document and email.

For banks, insurers, broker-dealers, and asset managers running ServiceNow as the case-of-record system for applications, disputes, or compliance investigations.

What changes for you.

The pain points Lore™ targets in financial services.

  • An underwriter opens a commercial application with tax returns, P&Ls, an org chart, and a 30-message email thread
  • Disputes arrive with statements and customer letters in a single multi-page PDF
  • Audit asks who shared a draft term sheet with whom; the answer lives across email and SharePoint
  • Compliance teams classify documents by hand against a controlled taxonomy

In your vocabulary.

Same product, your terms. These features show up the same way in every industry; what changes is the language and the workflow they fit into.

Story-shaped Timeline

Open a commercial application and read it as prose — applicant, request, financials, open underwriter questions — citing every claim back to the tax return, the org chart, or the email it came from.

Drag-and-watch multi-document splitting

A dispute PDF arrives with statements, customer letters, and supporting docs in one file. Gather AI splits it into separately filed, separately classified documents before the investigator opens it.

Customer-owned taxonomy

Classify against your controlled records vocabulary — Application, KYC, Dispute, Term Sheet, Compliance — not a generic vendor schema.

Ask the case

Ask 'what's the requested credit line?' or 'when did the customer first dispute this charge?' The answer cites the source document and the page.

Time-bounded shares

Sharing a draft term sheet with co-underwriters expires automatically. SharePoint enforces the window — nothing lingers past close.

IP-stamped API responses

Every API response carries copyright and product headers, so the audit trail and the IP boundary are both asserted on every byte the system returns.

One-config-line retargeting

The same workspace runs over a credit application today and a dispute case tomorrow. New record class, one config line, same UI.

Compliance anchors

  • SOX
  • FINRA recordkeeping
  • GLBA

ServiceNow tables it runs on

  • sn_customerservice_case
  • sn_grc_compliance
  • custom_underwriting_app

See Lore on a application.

A short form gets you into a working demo against a synthetic case.

Request a Demo