Neota Logic

User enters counterparty details in a web form.

Neota logic determines the correct clause set based on jurisdiction.

LLM reviews counterparty edits for compliance.

Final DOCX generated and sent to DocuSign.

Applicant uploads ID and financial docs.

Neota extracts data using OCR/AI.

Logic engine runs check against sanction lists.

System outputs a 'Risk Score' and routes to a human for approval if high-risk.

Project managers complete a digital questionnaire.

Logic engine identifies potential data privacy risks.

Neota automatically generates a remediation plan.

System logs the assessment for regulatory auditing.

Employee asks a question via a chatbot interface.

Neota interprets the intent and queries the internal policy DB.

Relevant policy sections are served to the user.

If complex, a ticket is created in ServiceNow with the transcript.

Upload lease PDF.

AI extracts 'Effective Date', 'Termination Clause', and 'Rent Escalation'.

Logic engine verifies if terms meet corporate policy.

Summary table exported to Excel for portfolio management.

Import new regulation text.

AI identifies affected business areas.

Workflow triggers tasks for department heads to update procedures.

Compliance dashboard tracks completion status.

Upload LEDES/PDF invoice.

Neota checks line items against pre-set rules (e.g., no travel charges).

Violations are flagged for adjustment.

Approved amounts are pushed to the Accounts Payable system.