Challenges
Financial data was distributed across PALMS, LPMS, SQL Server, tape files, and Excel reports.
Daily reporting depended on manual file collection, preparation, and reconciliation.
Different systems used inconsistent schemas, attributes, and business definitions.
Executives lacked a centralized view of loan performance, fund summaries, and locked-loan activity.
Manual reporting delayed access to current information for CIO and loan-performance teams.
Historical analysis across daily, weekly, and monthly periods was difficult to maintain.
Business users had limited ability to perform self-service analysis.
Disconnected source systems increased the risk of duplicate, incomplete, or inconsistent reporting.
Existing data structures were not ready to support reliable AI-driven financial insights.
NuVista AI's Solution
NuVista AI designed and implemented a centralized financial data foundation that integrated Angel Oak’s loan and fund data into standardized analytical datasets. The solution supported automated data processing, interactive dashboards, trend analysis, and an AI Agent proof of concept for CIO and limited-partner queries.
Centralized Data Foundation
Consolidated PALMS, LPMS, SQL Server, tape, Excel, and historical loan data.
Created standardized schemas and reusable data structures for loan and fund reporting.
Implemented automated ingestion and transformation pipelines.
Organized financial data into reporting-ready and analytics-ready datasets.
Added logging and monitoring to identify pipeline failures and data-quality issues.
Loan and Executive Dashboards
Recreated the Whole Loan Dashboard using internal source data.
Developed fund summaries, performance measures, key indicators, and issue tracking.
Enabled users to group and filter information using predefined attributes.
Built a Locked Loan Dashboard using daily files and one year of historical data.
Added daily, weekly, and monthly trend analysis for locked-loan activity.
AI-Driven Financial Insights
Built an AI Agent proof of concept using approved internal financial data.
Designed the agent to respond to CIO and limited-partner questions.
Validated the experience against 10 customer-provided sample prompts.
Established a foundation for expanding AI-supported reporting and financial analysis.
The Outcome
Consolidated fragmented financial data into a centralized reporting foundation.
Delivered three priority use cases: Whole Loan Dashboard, Locked Loan Dashboard, and AI Agent proof of concept.
Reduced dependence on manual spreadsheet consolidation and report preparation.
Improved visibility into fund performance, loan activity, key metrics, and operational issues.
Enabled self-service filtering, grouping, and analysis for authorized users.
Added one year of historical locked-loan trend analysis.
Standardized data structures and business rules across reporting use cases.
Defined production acceptance around functional completion, testing, deployment, and end-user accessibility.
Delivered the three-month engagement with an estimated project value of $51,600, including 120 complimentary hours for the AI Agent proof of concept.
Company:
Angel Oak Capital
Overview:
Angel Oak Capital is a financial services organization focused on investment management, mortgage credit, and loan-related financial products.
Value Provided:
NuVista AI transformed fragmented loan and financial data into a centralized AWS-based reporting foundation. The solution automated data preparation, improved executive visibility, enabled self-service analysis, and created a reliable data layer for future AI-driven financial services.
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