Client Engagements

Designed and built a production-grade Agentic AI underwriting system that automates end-to-end mortgage loan evaluation. The system features 7 specialized AI agents — Credit, Income, Asset, Collateral, Critic, Decision, and Orchestrator — working in a coordinated multi-agent workflow orchestrated by LangGraph.

The system leverages Retrieval Augmented Generation (RAG) with ChromaDB to ground every underwriting decision in relevant regulatory guidelines and lending policies. GPT-4o-mini powers the reasoning layer, delivering structured, explainable decisions with confidence scores — the kind of transparency that regulated environments demand.

This engagement demonstrates DataSerene's ability to move beyond data strategy into full Agentic AI implementation — architecting systems that reason, retrieve, and decide at the level required by financial services organizations.

Defined enterprise data strategy by assessing current state, designing the target architecture, and building a sequenced roadmap with clear ROI. Implemented Master Data Management across party, customer, and product domains. Delivered metadata catalog covering 100+ large applications, data quality programs, and automation accelerators to reduce manual processes.

Supported the Commodity Futures Trading Commission in building a federal data governance program aligned to OMB mandates. Developed data management policies, stewardship frameworks, and data quality measurement approaches for regulatory and market surveillance data. Implemented DATA Act compliance, Federal Data Strategy, and evidence-based policymaking initiatives.

Analyze current state challenges in data landscape, process management, consumer management, timing and dependencies.

Propose alternate solutions with pros and cons to stakeholders.

Support product development and management.

Guidance to Stakeholders, Governance, Data Modeling, Data Quality and Process improvement.

Manage business requirements, user acceptance testing and production support.

Support technology partners, consumer engagement and product delivery thus enabling retirement of legacy systems

Built an end-to-end Early Warning System to identify and mitigate credit and operational risk before loans reach non-performance. Integrated data from Federal, State, third-party, and external agencies. Delivered 30+ real-time risk dashboards, risk rating algorithms, and automated alerts — reducing loan defaults and lowering program costs.

Eliminated fragmented databases and spreadsheets by building a centralized metadata application — the single source of truth for compliance and target-state initiatives. Processed over 30,000 changes in one year with zero margin for error. Built business glossary, data dictionary, source-to-target mappings, and data quality checks used daily by cross-functional business and technology teams.