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Beta Presentation Surge xOS: Visualization of Automated Underwriting The Capstone Experience Team Surge Solutions Pawel Babkowski Dakota Klatt Prudhvi Kuchipudi Erika Lustig Drew Rutt YuanYuan Zhou Department of Computer Science and


  1. Beta Presentation Surge xOS: Visualization of Automated Underwriting The Capstone Experience Team Surge Solutions Pawel Babkowski Dakota Klatt Prudhvi Kuchipudi Erika Lustig Drew Rutt YuanYuan Zhou Department of Computer Science and Engineering Michigan State University From Students… Spring 2019 …to Professionals

  2. Project Overview • Make Loan Underwriting Process Fast and Accurate ▪ Recommend products directly to customers ▪ Allow loan officers to easily view eligible products • Enable Lenders to Visualize and Adjust Financial Products ▪ How the risk and net benefit of a financial product changes as the product policy changes The Capstone Experience Team Surge Solutions Beta Presentation 2

  3. System Architecture The Capstone Experience Team Surge Solutions Beta Presentation 6

  4. Product Recommendation The Capstone Experience Team Surge Solutions Beta Presentation 7

  5. Product Recommendation The Capstone Experience Team Surge Solutions Beta Presentation 8

  6. Credit Risk Analysis The Capstone Experience Team Surge Solutions Beta Presentation 9

  7. Credit Risk Analysis The Capstone Experience Team Surge Solutions Beta Presentation 10

  8. What’s left to do? • Bug Fixes in Both Applications • Refine Salesforce Implementation • Improve Monte Carlo Simulation • Update UI to fit with Salesforce Lightning Design System The Capstone Experience Team Surge Solutions Beta Presentation 8

  9. Questions? ? ? ? ? ? ? ? ? ? The Capstone Experience Team Surge Solutions Beta Presentation 9

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