Digitize Unstructured Data at Scale for Appian

Pendo Systems is an enabling technology that transforms at enterprise scale unstructured data from disparate sources into machine-readable data sets primed for downstream processing.  Pendo’s unique and powerful capability allows an organization to turn unstructured data into a strategic asset by converting manual work and documents into a straight through processes fueled with structured data “Powered by Pendo” providing additional transparency, insight, data lineage and substantive operational lift (e.g. scale revenue, reduce cost, improve quality, control and risk).

We offer the following financial services digital workforce use cases but note that Pendo’s capabilities are industry agnostic and the use cases are limitless.  Any line of business can find value in Pendo!

Lending / Leasing / M&A Due Diligence: Digitize source documents and enrich risk data across the entire lifecycle from origination, to servicing through to due diligence for portfolio acquisition/securitization including: credit agreement memoranda, mortgage notes, delinquency reports, appraisals and regulatory documents.

AML / KYC / Trade Finance:  Digitize critical AML/KYC documents utilized in client onboarding, customer due diligence, beneficial ownership, and financial crimes research including the capability to link to structured databases (e.g. LEI, watch lists) to improve process capability, reduce the cost of compliance and provide auditable data lineage.

Key Features:

  • Ingest Unstructured Data at Machine Scale
    • Indexes documents/web content making them 100% searchable
  • Discovery & Enrichment
    • Enables users to define and locate critical/supplemental data elements from unstructured sources and can connect to internal and external structured databases and systems of record
  • Export Structured Data
    • Enables easy export of addressable, machine-readable datasets for downstream systems, like BPM/RPA, and provides cradle to grave, auditable data lineage
  • Integration
    • Built on a RESTful API service which makes the integration with Appian seamless and easy.

Key Benefits:

  • Provides a robust platform that can scale with the business
  • Standardizes the capture and data lineage of golden source data
  • Provides meta data and a self-documenting audit trail for work processed through Pendo
  • Eliminates the last mile of manual data and tasks
  • Enhances straight through processing
  • Accelerates the path to a completely digital workforce
  • Provides significant cost reduction/savings
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