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Non-banking financial companies

Borrower records.
Business context.

Connect borrower, loan, business and branch data with the documents your operations team needs.

Start with a portfolio query Discuss your workflow

See the business behind the record.

Start with a borrower ID, then follow business links, branch context and supporting documents.

Borrower and portfolio contextIllustrative application records
Start with a borrower

Borrower 014

borrower:014
Linked loan recordloan:028

Keep the source fields and follow declared relationships.

Business link

Business profile

business:008

Company fields and related-party references.

Graph + SQL
Servicing branch

Branch context

branch:004

Portfolio grouping and assigned service records.

SQL
Supporting source

Document reference

document:031

Original text, source location and document version.

Vector + Full-text
One starting record, several query paths.

Your application combines the results by ID. Supplied embeddings and searchable text are indexed separately.

Example: group borrower records by branch

Illustrative SQL for a schema with a branch_id field.

SELECT branch_id, COUNT(*) AS borrowers
FROM borrowers
GROUP BY branch_id;
Build a portfolio query

Three operational questions

Find the records.
Understand the connections.

01

Who is connected?

Explore declared borrower, business, guarantor and partner relationships with their source records.

Relationship review
02

What is in this portfolio?

Filter and group loan records by branch, product or recorded status, then inspect individual rows.

Portfolio queries
03

Where is the guidance?

Find relevant servicing procedures and prior case notes with their original source references.

Servicing knowledge

Four query models

One application.
Several ways to explore.

OriginChainDB stores and queries the representations. Your application chooses the queries and assembles the results.

Explore the database
SQL
Structured borrower and loan fields, branch filters and portfolio aggregates.Query records
Graph
Declared relationships between borrowers, businesses, branches and partners.Follow relationships
Vector
Related servicing notes and document passages, using supplied embeddings.Search by similarity
Full-text
Exact phrases, document titles and reference codes in indexed text.Match the wording

Implementation path

Start with one branch or workflow.

  1. 01 / Connect the sources

    Keep stable identifiers.

    Register borrower, loan, business and document schemas; retain source IDs and declared relations.

  2. 02 / Prepare retrieval

    Track the separate writes.

    Save rows, supply embeddings and index selected document text through their own endpoints.

  3. 03 / Build the view

    Return records with context.

    Apply access rules, combine result IDs and show source versions and update times.

Keep ingestion progress and retries explicit when a source record or document changes.

See the ingestion pattern

Build the view
your operations team needs.

Build a first example Explore lending workflows