Blueprint
UBOOBusiness onboarding & origination
A canvas-first look at how UBOO models complex commercial deals: entities, facilities, covenants, and the delegated authority tiers that govern them.
Modelling complex deals
UBOO supports 30+ entities per deal. Here's how they connect.
Supported structures
Multi-entity, multi-facility, cross-collateralised.
- Companies · trusts · partnerships · individuals
- Cross-collateralisation across facilities
- Staged funding with covenant gates
- Multi-tier guarantor and security relationships
Delegated authority tiers
Multi-tier approvals with four-eyes and committee paths.
Tier 4 · Credit committee$5M+Quorum · Chair sign-off
Tier 3 · Head of credit$1M – $5MFour-eyes required
Tier 2 · Senior credit officer$250K – $1MFour-eyes required
Tier 1 · Credit officer< $250KSingle approval
Tiers, thresholds, and four-eyes rules are fully configurable to your delegated authorities.
Pick your operating model
Customer ownership
100%
Self-sufficient
Your team owns configuration end-to-end.
Customer ownership
60%
Hybrid
You handle routine; we handle complex.
Customer ownership
20%
Cloudcase-managed
We deploy with your oversight.
Frequently asked questions
See UBOO model your real deals
Bring a sample structure. We'll wire it up live and walk through the approval path.