When the operation
needs another path.
Renegotiation appears in the material as a workstream, with terms and acceptance that need to be tracked.
Staging capture · guide updated on 09/25/2026CATALISA / CREDIT PLATFORMCredit has a beginning.
Credit has a beginning.
The operation
continues.
Create your credit product.
From proposal to the life of the operation.
Reference interface · demo environment · zoom in to read the details
The creator defines the product.
Those who operate carry the story forward.
Create an original credit product or redesign an existing one: your own audience, product type, policy and terms. Catalog and desk connect building and operations according to the validated scope.
01 / BUILD
Product. Policy.
Terms. Documents.
02 / OPERATE
Proposal. Decision.
Operations. Portfolio.
ONE PROPOSAL, FOUR MOMENTSStep into the process.
Step into the process.
See what changes.
Choose a moment to explore
the work and explore the interface.
WHO ORIGINATES + WHO ANALYZESAn application arrives.
An application arrives.
The context comes along.
The queue brings together proposals, information and signals so the team can start the analysis. Opening a case means continuing work, from an organized starting point.
WHAT TAKES SHAPEA proposal ready to be read.
The reference material brings applications for different product types to the same desk.
POLICY + CREDIT DESKThe rule meets
The rule meets
the reality of the case.
Policy, conditions and simulation help structure the assessment. What's missing also needs to be visible to whoever decides.
WHAT TAKES SHAPEAn assessment that can be explained.
Institution and product parameters each have their own place in the platform materials.
So do the conditions
need a clear read.
need a clear read.
CUSTOMER + FORMALIZATION + OPERATIONAccept a proposal
Accept a proposal
is another beginning.
Acceptance gives rise to the transaction. Documents, authorizations and disbursement conditions remain part of the journey.
WHAT TAKES SHAPEAn operation with defined next steps.
The screenshot shows accepted transactions still awaiting authorization or other conditions.
PORTFOLIO + OPERATIONS + RELATIONSHIPThe work continues
The work continues
after the contract is signed.
Portfolio, receivables and obligations need monitoring. Operations preserve the context for what happens over time.
WHAT TAKES SHAPEA view to keep the work going.
A reading of the portfolio's position and exposure in the demo environment.
UNDERSTANDING ALSO MEANS KNOWING WHAT'S MISSINGA better read
A better read
starts with
the right context.
Information, missing data and human review mean different things. Explore a simplified demonstration of this reading.
Example walkthrough of the process. It does not run any credit check, analysis or decision.DOSSIER / EXAMPLE 024Organized context
◒
A request with context.Fictitious information for exploring the experience.
- 01Request described✓
- 02Reference documents✓
- 03Policy identified✓
NEXT STEP IN THE EXAMPLEReady for review
The case can be read in context.
The elements expected in this example are in place. The team still needs to assess the case according to the defined policy and responsibilities.
LAYERED CREDITThe process has a foundation.
The process has a foundation.
The product adds your context.
A shared layer organizes recurring steps.
Each product type adds what is specific to it.
WHAT SUSTAINS CONTINUITY
A working foundation.
Proposal and acceptanceOperations and disbursementPaymentsHistory and tracking
≋RECEIVABLES
What is already receivable gains context.
Receivable documents and references feed into the proposal and stay with the operation.
The guide presents receivables advance as a package connected to the common layer.THE PORTFOLIO DOESN'T END AT DISBURSEMENTWhat comes next
What comes next
is also part of it.
Track, review and continue.
The product leaves room for day-to-day operations.
When the operation
The contract continues
to call for attention.
Obligations and tracking information help the team understand what changed over the course of the operation.
Staging capture · guide updated on 09/25/2026CONTEXT REACHES EVERYONE INVOLVEDWho originates
Demo data.
Who originates
also needs
follow along.
The partner portal is another view of the product: a reading of what was originated and of the relationship with the operation.
Interface captured from the reference material.Demo data.
THE PIECES BEHIND THE JOURNEYEach responsibility
Each responsibility
finds a capability.
The product combines capabilities according to scope.
Catalog stages help you understand each piece.
01
Structure the productBanking Product Portfolio
Beta↗02Organize the policyDecision Engine
Production↗03Calculate the termsCalculations Engine
Beta↗04Build the pricePricing Engine
Beta↗05Prepare documentsDocument Template
Beta↗06Manage the signingE-Signature
Beta↗07Keep the contextData Store
Production↗08Connect the accountBaaS
Beta↗WATCH THE DESK TAKE SHAPEA visual walkthrough
A visual walkthrough
through the interfaces.
Composite of reference screenshots.
This is not a record of an actual credit grant or transaction.
Documented interfaces
Browse the screenshots and zoom in on the details.
Renegotiation area, with an overview of agreements and assistant support.
Staging capture · guide updated on 09/25/2026Preserved reference
docs/guides/images/credit-desk-acordos.png2567420cd2d1dd6c24b3d1038eda9e02b3ded975Tracking of the operation's obligations in the demo environment.
Staging capture · guide updated on 09/25/2026Preserved reference
docs/guides/images/credit-desk-covenants.png24cda318aa9292f569814826a781235366865de2Staging screenshots. These are not a recording of a flow and do not confirm that these interfaces have been released to production.
Get to know the product.
Understand your stage.
The guides document different initiatives, implementations, and limits. The screenshots show demo and staging environments and do not confirm full availability of every product type or provider.
The experiences on this page are illustrative. Implementation requires defining the product, policy, partners, and validating the planned integrations.
CREDIT AND BANKING / CONTINUITYYour credit product.