BPKH INVESTMENT SCREENING ENGINE

One Page Pipeline untuk Universe Perusahaan, Screening Otomatis, dan Analyst Override

Halaman ini dirancang sebagai satu layer operasional untuk source universe eksternal, rules-based screening sesuai appetite BPKH, shortlist prioritas, dan manual override analyst. Model ini cocok untuk transisi dari pipeline manual ke semi-otomatis.

Universe Source External + Internal
Screening Profile bpkh_2026_base
Decision Mode Auto Pre-Screen + Analyst Review
Universe
0
entitas masuk ke screening
Eligible
0
lolos hard filter
Priority
0
priority / decision ready
Rejected
0
hard fail / mismatch

Workflow

Universe
Normalize
Screen
Shortlist
Override
IC Pack
Alur yang disarankan: source universe Fincept/GCC masuk ke canonical schema BPKH, lalu hard filter, weighted scoring, shortlist, dan analyst override.

Hard Filter

0
Kandidat yang gagal threshold dasar seperti syariah fit, allowed instrument, tenor, dan rasio minimum.

Analyst Override Queue

0
Case yang secara sistem bukan prioritas tertinggi tetapi punya alasan strategis untuk dibawa ke tahap berikutnya.
Score Interpretation Guide
Cara membaca angka 0–100 dan kapan analyst override masuk akal
scoring clarity
85–100
Decision / Priority
Strong fit. Layak masuk origination/IC prep jika tidak ada red flag data quality.
65–84
Solid shortlist
Above minimum. Perlu analyst review untuk commercial terms, governance, dan exit route.
0–64
Longlist / reject
Weak fit atau gagal hard filter. Override hanya jika strategic relevance sangat kuat dan mitigasi jelas.
Interpretasi praktis: score 78/100 berarti kandidat sudah di atas minimum dan cukup solid untuk origination discussion, tetapi belum otomatis decision-ready. Lihat sub-score: apakah skor didorong financial strength, strategic fit, syariah, atau hanya plan-fit.
Auto-Screening Deal Board
Ringkasan kandidat high priority, watchlist, dan rejected setelah engine BPKH dijalankan
board view
Shortlist & Screening Results
Universe kandidat setelah rule engine BPKH dijalankan
0 candidate
Perusahaan Instrument Financial / Risk Strategic Fit Score Stage Actions
Analyst Override Examples
Contoh alasan override yang acceptable untuk audit trail
Promote strategic case
Kandidat score 72 tetapi punya relevance langsung ke Hajj ecosystem atau Saudi operational hedge.
Promote to shortlist: strategic ecosystem relevance outweighs medium liquidity; mitigation via staged commitment and board observer rights.
Hold despite high score
Score tinggi tetapi data quality, governance, atau legal due diligence belum memadai.
Hold: score is strong but governance/DD documents incomplete; require audited financials and syariah confirmation.
Reject hard fail
Gagal syariah/instrument/risk threshold dan tidak ada mitigation yang credible.
Reject: hard filter fail on syariah/instrument mandate; no acceptable restructuring path identified.
Selected Case Review
Analyst can promote, hold, or reject with reason
Belum ada case yang dipilih
Klik tombol Review pada shortlist untuk membuka detail screening, fail reasons, dan override analyst.
API & Data Contract
Schema yang disarankan untuk implementasi backend nyata
Open Contract
Endpoint minimum
GET /api/pipeline-universe untuk universe kandidat, POST /api/pipeline-screen untuk screening engine, dan PATCH /api/pipeline-case/:id untuk analyst override.
Required entity fields
entityId, name, entityType, country, sector, syariahStatus, sourceSystem, updatedAt
Required instrument fields
instrumentId, instrumentName, instrumentType, tenorYears, currency, targetReturnPct, liquidity
Required financial fields
roa, roe, car, npf, bopo, dataQualityScore
Operational note
Universe dan scoring idealnya tetap dikerjakan server-side agar audit trail, cache, dan provenance data lebih kuat.
page audit
pagepipeline-onepage
eventsbinding…
sourcemock
screeningidle
last update