Loan Origination Demo

Commercial loan origination demo showcasing Box + Salesforce integration with AI-powered workflows.

The demo works headlessly across Claude Desktop, Amazon Quick, Slack, ChatGPT, and Agentforce — same Box + Salesforce backend, different AI harnesses.

Acme Bank Borrower Portal — Commercial loan workspace showing document checklist, Box-integrated file management, and AI-powered workflows.

What It Does

A borrower applies through the Acme Borrower Portal. Documents uploaded to Box are automatically classified by Box AI. A loan officer's AI assistant:

• Extracts loan terms from marked-up documents
• Validates terms against credit policy (stored in Box Hubs)
• Reviews borrower's loan history
• Generates commitment letters via Box Doc Gen
• Enforces governance (status checks, confirmation requirements)

Key features:

• Governed loan files in Box, structured records in Salesforce
• Box-confirmed signature completion closes the loan; signed letters and signing logs remain available in the borrower workspace
• Box AI for document classification and term extraction
• Credit policy validation via Box Hubs
• Headless AI integration (works with Claude Desktop, Amazon Quick, ChatGPT, Slack, Agentforce)
• Multi-connector strategy: Box MCP for Box operations, LOS tools for Salesforce governance

Quick Start

Prerequisites

• Box enterprise with AI, Hubs, Doc Gen, Sign, and metadata enabled
• Salesforce org with Agentforce and Multi-Framework (Hyperforce required)
• Box for Salesforce package installed
• Python 3.11+, Node.js, Box CLI, Salesforce CLI

Setup

# 1. Configure environment
cp -n .env.sample .env            # never overwrites an existing .env
python3 scripts/sync_env.py --write  # adds new variables, keeps your values
cp config/runtime/demo-environment.example.json config/runtime/demo-environment.json
python3 scripts/setup_los_dev.py

# 2. Deploy to Salesforce and Box
python3 scripts/demo_operator.py bootstrap --scenario box-salesforce-los --yes
./scripts/seed-los-sample-data.sh <alias>
./scripts/seed-los-loan-files.sh <alias>

Next Steps:

• Admin setup: Configure Box preview and Loan Copilot → SETUP.md
• Presenter setup: Connect your AI client → CLIENT-SETUP.md

Running the Demo

For Presenters

📖 Public Demo Guide - Interactive HTML storyboard with screenshots and step-by-step instructions

🔗 Borrower Portal - Acme Bank demo portal (sign in as Dana Whitfield)

AI Client Setup

Works with any AI harness - choose your platform:

• Claude Desktop: Setup instructions
• Amazon Quick: Setup instructions
• Slack: Setup instructions
• ChatGPT: Setup instructions

Demo Materials

• Presenter Guide - Tips for delivering the demo
• Demo Clickpath - Beat-by-beat prompts and walkthrough

Presenter Skills

One self-contained SKILL.md per harness, under skills/:

• loan-origination-claude - Claude Desktop (also ChatGPT)
• loan-origination-quick - Amazon Quick
• loan-origination-slack - Slackbot (render bindings first)
• loan-origination-gemini - Gemini Enterprise chat agent (planned; render bindings first, plan in the same folder)

Cleanup Between Demos

# Preview deletions
python3 scripts/cleanup_demo.py --status Application --dry-run

# Delete all test loans
python3 scripts/cleanup_demo.py --status Application --yes

Documentation

Setup & Configuration

• SETUP.md - Complete deployment guide
• CLIENT-SETUP.md - Connect your AI client

Architecture & Design

• ARCHITECTURE.md - System design and governance model
• SECURITY.md - Authorization and token scoping
• CLAUDE.md - AI connector strategy (metadata-first, Box MCP vs LOS tools)

Repository Structure

• config/ - Box metadata templates and runtime configuration
• scripts/ - Deployment automation and helpers
• los-salesforce-project/ - Salesforce metadata and UI components
• sample-data/ - Credit policy library and demo documents
• docs/ - Setup guides and architecture documentation