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Uptiq's Document AI extracts every row of a customer schedule — customer name, revenue or AR balance, percent of total, relationship tenure, and industry — then computes top-one, top-five, and top-ten concentration automatically and posts the result into your spreading template and borrowing base.
Trusted by financial institutions across banking, lending & credit
What Is This
A customer list is the borrower's schedule of revenue or accounts receivable by customer, used to measure concentration risk and, in asset-based lending, to determine which receivables are eligible for the borrowing base.
Uptiq's Document AI extracts every row of a customer schedule — customer name, revenue or AR balance, percent of total, relationship tenure, and industry — then computes top-one, top-five, and top-ten concentration automatically and posts the result into your spreading template and borrowing base.
Concentration percentages get recomputed by hand every time a customer schedule is refreshed for a new period
The Solution
Uptiq's Document AI extracts every row of a customer schedule — customer name, revenue or AR balance, percent of total, relationship tenure, and industry — then computes top-one, top-five, and top-ten concentration automatically and posts the result into your spreading template and borrowing base.
The result: your team spends time on judgment calls, not re-keying customer list data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Customer Name | Northline Logistics LLC |
| Revenue (Trailing 12 Months) | $3.2M |
| Percent of Total Revenue | 18.4% |
| AR Balance | $412K |
| Top-5 Concentration | 61.2% |
| Relationship Tenure | 7 years |
| Customer Industry | Healthcare distribution |
| Schedule As-Of Date | 2026-03-31 |
{
"customer_name": "Northline Logistics LLC",
"revenue_trailing_12_months": "$3.2M",
"percent_of_total_revenue": "18.4%",
"ar_balance": "$412K",
"top_5_concentration": "61.2%",
"relationship_tenure": "7 years"
}Key Benefits
Uptiq's Document AI extracts every row of a customer schedule — customer name, revenue or AR balance, percent of total, relationship tenure, and industry — then computes top-one, top-five, and top-ten concentration automatically and posts the result into your spreading template and borrowing base.
Concentration percentages get recomputed by hand every time a customer schedule is refreshed for a new period
Affiliated buyers listed under different names understate true concentration until someone maps them to a common parent
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more customer list volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The customer list arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Derived metrics and ratios are calculated automatically from extracted figures.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own customer list documents.
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