A sophisticated digital loan record management and analytics platform with AI-powered document analysis, built for financial institutions.
Upload a loan agreement PDF and get instant AI-powered analysis:
- โ Automatic section extraction and organization
- โ Key metrics identification (principal, rate, term, covenants)
- โ Smart status indicators (โ ok, ? warning)
- โ Interactive AI chatbot for Q&A
- โ Real-time document processing
- AI-Powered Loan Ingestion: Upload PDFs with automated text extraction and intelligent analysis
- Smart Document Analysis: Gemini AI identifies sections, extracts metrics, and flags issues
- Interactive Chatbot: Ask questions about your documents and get instant answers
- Smart Search: Advanced search capabilities across loan portfolios
- Version Control: Track changes and amendments to loan agreements
- Comparison Tools: Side-by-side comparison of loan terms and conditions
- API Integration: RESTful API for seamless integration with existing systems
- Analytics Dashboard: Real-time insights into loan portfolio performance
- Browser-side PDF text extraction (no file size limits)
- Gemini 1.5 Flash integration for analysis
- Context-aware chatbot with document understanding
- Automatic section identification and summarization
- Key metrics extraction (principal, interest rate, term, covenants)
- Status indicators for risk assessment
- Framework: React 18 with TypeScript
- Build Tool: Vite
- UI Framework: shadcn/ui with Tailwind CSS
- Routing: React Router v6
- State Management: TanStack Query
- Icons: Lucide React
- AI Model: Google Gemini 1.5 Flash
- PDF Processing: PDF.js (Mozilla)
- Notifications: Sonner (toast notifications)
- Node.js 18+ and npm
- Git
- Gemini API key (get free at Google AI Studio)
# Clone the repository
git clone <YOUR_GIT_URL>
# Navigate to the project directory
cd edge-ledger-solutions-main
# Install dependencies
npm installCreate a .env file in the root directory:
VITE_GEMINI_API_KEY=your_api_key_herenpm run devThe application will be available at http://localhost:8080 (or next available port).
- Navigate to
/ingestpage - Upload a loan agreement PDF
- Watch AI extract and analyze the document
- Ask questions in the chatbot
- QUICK_START.md - Get started in 3 minutes
- TESTING_GUIDE.md - How to test the application
- FEATURES_IMPLEMENTED.md - Complete feature list
- AI_IMPLEMENTATION_GUIDE.md - Technical architecture
- SAMPLE_DOCUMENT.md - Sample loan agreement for testing
npm run dev # Start development server
npm run build # Build for production
npm run build:dev # Build in development mode
npm run preview # Preview production build
npm run lint # Run ESLintedge-ledger-solutions-main/
โโโ src/
โ โโโ components/ # Reusable UI components
โ โ โโโ layout/ # Layout components
โ โ โโโ ui/ # shadcn/ui components
โ โโโ pages/ # Page components
โ โ โโโ LoanIngest.tsx # AI-powered document upload
โ โ โโโ Dashboard.tsx # Analytics dashboard
โ โ โโโ LoansList.tsx # Loan portfolio view
โ โ โโโ ...
โ โโโ data/ # Mock data and fixtures
โ โโโ hooks/ # Custom React hooks
โ โโโ lib/ # Utility functions
โ โโโ types/ # TypeScript type definitions
โโโ public/ # Static assets
โโโ .env # Environment variables (create this)
โโโ docs/ # Documentation files
Upload loan agreements and get instant AI-powered analysis with:
- Automatic section extraction
- Key metrics dashboard
- Interactive chatbot
- Status indicators
Overview of loan portfolio with analytics and insights
Browse and manage all loan records
Search across loan portfolio with filters
Side-by-side comparison of loan terms
RESTful API endpoints and integration guide
- Go to
/ingest - Drag and drop a PDF or click "Select PDF File"
- Wait for AI analysis (10-30 seconds)
- Review extracted sections and metrics
- Ask chatbot questions about the document
Example questions:
- "What is the principal amount?"
- "Who are the parties to this agreement?"
- "What are the financial covenants?"
- "When does this loan mature?"
- "Are there any prepayment penalties?"
- โ PDFs processed locally in browser
- โ Only extracted text sent to AI API
- โ No file storage on external servers
- โ Secure HTTPS communication
- โ API keys stored in environment variables
- 15 requests per minute
- 1 million tokens per minute
- Perfect for development and testing
- ~$0.001 per document analysis
- ~$0.0001 per chat message
- 1,000 documents/month โ $1-2
"Analysis failed" error
- Check internet connection
- Verify API key in
.envfile - Try a smaller PDF
- Ensure PDF contains text (not scanned images)
No sections appearing
- Verify PDF is text-based (not image-based)
- Check browser console for errors (F12)
- Try a different PDF
Slow processing
- Normal for large PDFs (50+ pages)
- Check internet speed
- Close other browser tabs
See TESTING_GUIDE.md for detailed troubleshooting.
npm run buildThe build output will be in the dist/ directory.
Ensure these are set in production:
VITE_GEMINI_API_KEY=your_production_api_key- Multi-document comparison
- Export to Excel/PDF
- Database integration
- User authentication
- Document versioning
- Advanced analytics
- Batch processing
- Mobile app
- Risk scoring
- Clause recommendations
- Market benchmarking
- Predictive analytics
- Fork the repository
- Create a feature branch
- Make your changes
- Test thoroughly
- Submit a pull request
Proprietary - All rights reserved
- Google Gemini AI for AI capabilities
- PDF.js for PDF processing
- shadcn/ui for UI components
- Tailwind CSS for styling
For issues, questions, or feedback:
- Check the documentation files
- Review the troubleshooting guide
- Check browser console for errors
- Create an issue in the repository
Version: 1.0.0
Status: Production Ready โ
Last Updated: January 2026
Built with โค๏ธ for financial institutions