Corporate Credit Platform
React-based deal management application with PDF preview, search/filter, and ontology data layer.
Overview
Managing a pipeline of corporate credit deals requires tracking documents, status changes, and key metrics across dozens of active opportunities. This platform provides a unified interface for deal management with document preview, multi-criteria search, and a structured data layer that keeps deal information organized and accessible.
Technical Approach
graph LR
A[Ontology<br/>Data Layer] --> B[API<br/>Gateway]
B --> C[React 18<br/>Frontend]
C --> D[Deal Pipeline<br/>View]
C --> E[Document<br/>Preview]
C --> F[Search &<br/>Filter]
C --> G[Responsive<br/>Layout]
Deal Pipeline View: Deals are organized by stage (screening, analysis, negotiation, closed) with card-based views showing key metrics at a glance. Drag-and-drop or status updates move deals through the pipeline.
Document Preview: Integrated PDF viewer allows analysts to review deal documents without leaving the platform. Documents are linked to deals and organized by type (term sheet, financial statements, legal documents).
Multi-Criteria Search: Full-text search combined with structured filters (sector, rating, size, stage) enables quick discovery of deals matching specific criteria. Saved filters support recurring queries.
Responsive Design: The interface adapts to different screen sizes, supporting use on large monitors for detailed analysis and laptops for quick lookups.
Key Results
- Centralizes deal tracking for the full lifecycle from screening to close
- Inline PDF preview eliminates context-switching between applications
- Multi-criteria search finds relevant deals in seconds
- Responsive design supports desktop and laptop workflows
Technologies Used
React 18 TypeScript Tailwind CSS Material-UI