Field Exam Workbench
Field exam testing done before the examiner arrives, every sample tied to its invoice, BOL and cash.
Why it matters
Field examiners spend most of an exam selecting samples, tying invoices to shipping documents and cash, and writing up, leaving little time for judgment.
How the solution handles it
Six agents choose risk-based samples, test invoices against BOLs and proofs of delivery, match cash to billing, review credit memos for hidden dilution, reconcile inventory counts to the perpetual and draft the report. The field examiner concludes and signs.
How a field exam moves
Six specialist agents pick samples, test invoices, cash, credit memos and inventory, and draft the report; the field examiner concludes and signs.
What it reads, and what it hands back.
What goes in
- Prior certificates and agings
- Invoices, BOLs and proofs of delivery
- Credit memos
- Bank statements and cash receipts
- Inventory count sheets
What comes out
- Draft field exam report
- Test results with sources
- Findings and suggested reserves
- Follow-up list
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
Source: OCC Comptroller’s Handbook, Asset-Based Lending (field audits often quarterly) · “Target” = design goal, measured in the live solution · “Estimated” = our estimate · agents = the live solution’s configuration
6 specialist agents. One person decides.
More in this division.
Every borrowing-base certificate tied out, ineligibles recomputed and availability cited before the draw funds.
Aging AnalysisEvery aging normalized and read line by line for re-aging, contras and concentration, in minutes.
Appraisal ReviewEvery inventory appraisal checked against the perpetual and the last appraisal, NOLV changes explained.
Build this
for your team.
We’ll show Field Exam Workbench running on your own documents.