90% faster CSA review
AI agent for Collateral Managers
Verify margin call eligibility in seconds
Delegate CSA analysis to a specialized AI agent. It reads Credit Support Annexes, extracts eligible collateral provisions, identifies haircut schedules, and flags concentration limits, ensuring every margin call is backed by compliant assets.
Ideal for
Collateral Management
Credit Risk
Derivatives Operations
See AI agent for Collateral Managers in action
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See AI agent for Collateral Managers in action
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See AI agent for Collateral Managers in action
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Margin Call Verification
See AI agent for Collateral Managers in action
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Time comparison
Time comparison
Traditional way
45-90 minutes per CSA
With V7 Go agents
2-3 minutes
Average time saved
95%
Why V7 Go
Why V7 Go
Eligible Collateral Extraction
Automatically identifies all acceptable asset classes from CSA schedules, including cash, government securities, corporate bonds, equities, and alternative investments with their specific eligibility criteria.
Eligible Collateral Extraction
Automatically identifies all acceptable asset classes from CSA schedules, including cash, government securities, corporate bonds, equities, and alternative investments with their specific eligibility criteria.
Eligible Collateral Extraction
Automatically identifies all acceptable asset classes from CSA schedules, including cash, government securities, corporate bonds, equities, and alternative investments with their specific eligibility criteria.
Eligible Collateral Extraction
Automatically identifies all acceptable asset classes from CSA schedules, including cash, government securities, corporate bonds, equities, and alternative investments with their specific eligibility criteria.
Haircut Schedule Analysis
Extracts complete haircut matrices showing percentage reductions by asset type, credit rating, maturity, and currency, ensuring accurate collateral valuation for margin calculations.
Haircut Schedule Analysis
Extracts complete haircut matrices showing percentage reductions by asset type, credit rating, maturity, and currency, ensuring accurate collateral valuation for margin calculations.
Haircut Schedule Analysis
Extracts complete haircut matrices showing percentage reductions by asset type, credit rating, maturity, and currency, ensuring accurate collateral valuation for margin calculations.
Haircut Schedule Analysis
Extracts complete haircut matrices showing percentage reductions by asset type, credit rating, maturity, and currency, ensuring accurate collateral valuation for margin calculations.
Concentration Limit Monitoring
Identifies maximum exposure limits by issuer, asset class, and currency to prevent over-concentration and ensure diversification requirements are met during collateral posting.
Concentration Limit Monitoring
Identifies maximum exposure limits by issuer, asset class, and currency to prevent over-concentration and ensure diversification requirements are met during collateral posting.
Concentration Limit Monitoring
Identifies maximum exposure limits by issuer, asset class, and currency to prevent over-concentration and ensure diversification requirements are met during collateral posting.
Concentration Limit Monitoring
Identifies maximum exposure limits by issuer, asset class, and currency to prevent over-concentration and ensure diversification requirements are met during collateral posting.
Substitution Rights Verification
Analyzes collateral substitution provisions, notice periods, and consent requirements to determine when and how posted assets can be exchanged without triggering disputes.
Substitution Rights Verification
Analyzes collateral substitution provisions, notice periods, and consent requirements to determine when and how posted assets can be exchanged without triggering disputes.
Substitution Rights Verification
Analyzes collateral substitution provisions, notice periods, and consent requirements to determine when and how posted assets can be exchanged without triggering disputes.
Substitution Rights Verification
Analyzes collateral substitution provisions, notice periods, and consent requirements to determine when and how posted assets can be exchanged without triggering disputes.
Cross-CSA Comparison
Compares eligibility criteria across multiple counterparty CSAs to identify the most favorable collateral options and optimize asset allocation across your derivatives portfolio.
Cross-CSA Comparison
Compares eligibility criteria across multiple counterparty CSAs to identify the most favorable collateral options and optimize asset allocation across your derivatives portfolio.
Cross-CSA Comparison
Compares eligibility criteria across multiple counterparty CSAs to identify the most favorable collateral options and optimize asset allocation across your derivatives portfolio.
Cross-CSA Comparison
Compares eligibility criteria across multiple counterparty CSAs to identify the most favorable collateral options and optimize asset allocation across your derivatives portfolio.
Amendment Tracking
Monitors CSA amendments and updates to eligibility schedules, automatically flagging changes that impact your collateral strategy or require operational adjustments.
Amendment Tracking
Monitors CSA amendments and updates to eligibility schedules, automatically flagging changes that impact your collateral strategy or require operational adjustments.
Amendment Tracking
Monitors CSA amendments and updates to eligibility schedules, automatically flagging changes that impact your collateral strategy or require operational adjustments.
Amendment Tracking
Monitors CSA amendments and updates to eligibility schedules, automatically flagging changes that impact your collateral strategy or require operational adjustments.
Analyzes collateral agreements
To verify margin call eligibility instantly.
Get started
Get started
Import your files
Microsoft Sharepoint Online
,
Microsoft Excel
,
Snowflake
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your collateral framework.
Connect AI to your collateral framework.
Turn CSA review into instant eligibility verification.
Turn CSA review into instant eligibility verification.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
CSAs come in many formats, from standard ISDA templates to heavily negotiated bilateral agreements. This agent handles them all, extracting eligibility criteria from complex schedules, nested provisions, and multi-page haircut matrices.
Input types
50+ languages
Complex Tables
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Haircut Matrices
Schedules
Amendments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
CSAs come in many formats, from standard ISDA templates to heavily negotiated bilateral agreements. This agent handles them all, extracting eligibility criteria from complex schedules, nested provisions, and multi-page haircut matrices.
Input types
50+ languages
Complex Tables
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Haircut Matrices
Schedules
Amendments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
CSAs come in many formats, from standard ISDA templates to heavily negotiated bilateral agreements. This agent handles them all, extracting eligibility criteria from complex schedules, nested provisions, and multi-page haircut matrices.
Input types
50+ languages
Complex Tables
200 pages
Multi-modal
Document types
PDFs
Scanned Documents
Haircut Matrices
Schedules
Amendments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Collateral decisions require precision. The agent uses multi-step workflows to ensure haircut percentages, rating thresholds, and concentration limits are extracted with exceptional accuracy, ready for immediate use in margin calculations.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Collateral decisions require precision. The agent uses multi-step workflows to ensure haircut percentages, rating thresholds, and concentration limits are extracted with exceptional accuracy, ready for immediate use in margin calculations.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Collateral decisions require precision. The agent uses multi-step workflows to ensure haircut percentages, rating thresholds, and concentration limits are extracted with exceptional accuracy, ready for immediate use in margin calculations.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every eligibility criterion, haircut rate, and concentration limit is visually linked to its exact location in the CSA. This provides a complete audit trail, making it easy to verify the agent's findings and defend collateral decisions.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every eligibility criterion, haircut rate, and concentration limit is visually linked to its exact location in the CSA. This provides a complete audit trail, making it easy to verify the agent's findings and defend collateral decisions.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every eligibility criterion, haircut rate, and concentration limit is visually linked to its exact location in the CSA. This provides a complete audit trail, making it easy to verify the agent's findings and defend collateral decisions.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
CSAs contain sensitive counterparty terms and trading strategies. V7 Go processes these documents within your secure environment, ensuring confidentiality and compliance with financial services data protection standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
CSAs contain sensitive counterparty terms and trading strategies. V7 Go processes these documents within your secure environment, ensuring confidentiality and compliance with financial services data protection standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
CSAs contain sensitive counterparty terms and trading strategies. V7 Go processes these documents within your secure environment, ensuring confidentiality and compliance with financial services data protection standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Collateral Managers
How does the agent handle non-standard CSA language?
The agent uses AI to understand the semantic meaning of collateral provisions, even when CSAs use custom terminology or non-standard clause structures. It identifies eligibility criteria regardless of how they are phrased.
+
How does the agent handle non-standard CSA language?
The agent uses AI to understand the semantic meaning of collateral provisions, even when CSAs use custom terminology or non-standard clause structures. It identifies eligibility criteria regardless of how they are phrased.
+
How does the agent handle non-standard CSA language?
The agent uses AI to understand the semantic meaning of collateral provisions, even when CSAs use custom terminology or non-standard clause structures. It identifies eligibility criteria regardless of how they are phrased.
+
Can it process ISDA CSAs and bilateral agreements?
Yes. The agent handles both standard ISDA Credit Support Annexes and bespoke bilateral collateral agreements, adapting to different document structures and extracting the relevant eligibility provisions from each.
+
Can it process ISDA CSAs and bilateral agreements?
Yes. The agent handles both standard ISDA Credit Support Annexes and bespoke bilateral collateral agreements, adapting to different document structures and extracting the relevant eligibility provisions from each.
+
Can it process ISDA CSAs and bilateral agreements?
Yes. The agent handles both standard ISDA Credit Support Annexes and bespoke bilateral collateral agreements, adapting to different document structures and extracting the relevant eligibility provisions from each.
+
How does it handle rating-based eligibility criteria?
The agent extracts minimum rating requirements by agency, including provisions for split ratings, rating downgrades, and rating agency substitutions, ensuring you understand exactly which securities qualify.
+
How does it handle rating-based eligibility criteria?
The agent extracts minimum rating requirements by agency, including provisions for split ratings, rating downgrades, and rating agency substitutions, ensuring you understand exactly which securities qualify.
+
How does it handle rating-based eligibility criteria?
The agent extracts minimum rating requirements by agency, including provisions for split ratings, rating downgrades, and rating agency substitutions, ensuring you understand exactly which securities qualify.
+
What about currency-specific provisions?
The agent identifies currency restrictions, eligible currency lists, and FX haircut adjustments, helping you determine which currencies are acceptable for collateral posting under each CSA.
+
What about currency-specific provisions?
The agent identifies currency restrictions, eligible currency lists, and FX haircut adjustments, helping you determine which currencies are acceptable for collateral posting under each CSA.
+
What about currency-specific provisions?
The agent identifies currency restrictions, eligible currency lists, and FX haircut adjustments, helping you determine which currencies are acceptable for collateral posting under each CSA.
+
Can it track changes across CSA amendments?
Yes. The agent compares original CSAs with amendments to identify changes in eligibility criteria, haircuts, or concentration limits, creating a clear audit trail of how collateral terms have evolved.
+
Can it track changes across CSA amendments?
Yes. The agent compares original CSAs with amendments to identify changes in eligibility criteria, haircuts, or concentration limits, creating a clear audit trail of how collateral terms have evolved.
+
Can it track changes across CSA amendments?
Yes. The agent compares original CSAs with amendments to identify changes in eligibility criteria, haircuts, or concentration limits, creating a clear audit trail of how collateral terms have evolved.
+
How is the extracted data delivered?
The agent outputs structured data in JSON or Excel format, ready for integration with your collateral management system, margin calculation tools, or internal reporting dashboards.
+
How is the extracted data delivered?
The agent outputs structured data in JSON or Excel format, ready for integration with your collateral management system, margin calculation tools, or internal reporting dashboards.
+
How is the extracted data delivered?
The agent outputs structured data in JSON or Excel format, ready for integration with your collateral management system, margin calculation tools, or internal reporting dashboards.
+
Next steps
Next steps
Still manually checking CSAs during margin calls?
Send us a sample Credit Support Annex and we'll show you how our agent extracts eligibility criteria, haircuts, and concentration limits in under three minutes.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: