- Introduction
- Getting started
- Building with Maestro BPMN
- Understanding Maestro BPMN modeling
- Opening the modeling canvas
- Modeling your process
- Aligning and connecting BPMN elements
- Autopilot for Maestro (Preview)
- Process Repository
- Implementing a simple BPMN process
- Implementing a complex BPMN process
- Debugging
- Simulating
- Evaluations (Preview)
- Common implementation scenarios
- Building with Maestro Case
- Introduction to Maestro Case
- Maestro BPMN vs. Maestro Case: when to use case management
- The Maestro Case lifecycle: from event trigger to app experience
- Build your first case with Maestro Case
- Build a Maestro Case with a coding agent (preview)
- Defining case keys (system vs. external)
- Establishing task I/O and write-back contracts
- Exit rules and early stage termination
- Modeling primary and secondary stages
- Triggering a case from Data Fabric
- Implementing stage-level personas and permissions
- Setting SLAs and automated escalation rules
- Configuring a rework loop (re-entry)
- Configuring and testing the Case Manager Agent (preview)
- Case Manager input and output contract
- Maestro Case component dictionary
- Building with Maestro Flow
- Maestro Automate
- Integrations
- Operating
- Monitoring
- Optimizing
- Reference information
Loan origination use case for Maestro, walking through application intake, evaluation, approval, and funding stages in a financial institution workflow.
Use Case: Loan origination is the end-to-end process a financial institution follows to evaluate, approve, and fund a borrower’s loan application. It typically involves the following key steps:
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Application intake
The borrower submits personal, financial, and loan-specific information via a digital or in-person channel.
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Document collection and verification
The lender collects required documents (e.g., ID, proof of income, tax returns), and verifies their authenticity.
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Credit evaluation
The borrower’s credit report is pulled from credit bureaus. Key metrics like credit score, income-to-debt ratio, and repayment history are analyzed to assess risk.
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Loan product matching
The applicant is matched to suitable loan products based on their profile and needs (e.g., fixed vs. variable rate, term length, government-backed loans).
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Underwriting
Automated or manual underwriting applies the institution’s risk models and lending policies to decide if the borrower qualifies.
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Compliance and fraud checks
The process includes identity verification, fraud detection, and checks for regulatory compliance (e.g., KYC/AML).
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Approval or rejection
The borrower receives a decision. If approved, terms are provided, and closing documents are prepared.
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Loan closing and disbursement
Upon acceptance, the borrower signs final documents, and funds are disbursed.
The following diagram shows a simplified loan origination process in Maestro. It traces how customer information moves through application, credit assessment, approval, and disbursement, combining automated steps and human review.
How Maestro adds value
UiPath Maestro™ is a strategic differentiator in loan origination because it empowers financial institutions to:
- Automate complex decision logic at scale
- Quickly adapt to business and regulatory changes
- Deliver faster, more consistent loan outcomes
- Maintain transparency and auditability throughout the process
In short, Maestro transforms rule-heavy, slow-moving loan origination into a fast, intelligent, and agile process — setting lenders apart in a competitive market.