Homen Shum
Backend Engineer, Applied Agents at Cheiron | Reliable agent systems for regulated life sciences workflows | Ex-JPMorgan Commercial Credit | Founder, NodeBench AI
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About
I spent 3.5 years inside JPMorgan's commercial credit, healthcare and life-sciences, and startup-banking workflows before becoming the engineer building the AI systems I wished bankers had. At JPMorgan, I progressed through four distinct roles: Healthcare & Life Sciences Credit, the National Strategic Credit Team, an AI/ML liaison rotation, and Life Sciences & Healthcare Startup Banking. I supported 72 credit transactions representing up to approximately $800M in aggregate exposure, built or updated 270 financial models and credit packages, evaluated cash flow, leverage, FCCR, covenants, and downside cases, and contributed to multiple $100M+ facilities. I later built LLMsuite, an agentic research workflow connecting PitchBook, CRM, company data, and 100,000+ unstructured documents. It reduced manual entry by 92%, cut prospecting from four hours to 15-30 minutes, compressed sector tagging to 1-2 minutes, and turned a 2,000-company money-movement analysis from a three-week process into a sub-15-minute workflow. Since banking, I have built full-stack agent systems where tool use, evaluation, human review, and durable artifacts have to work together: - At Meta PQX through Tests Assured, I built 27 Python-backed tools for task intake, Android control, UI observation, state recovery, and verdicts; developed multimodal and self-correcting QA agents; and authored a UI-hierarchy compression format that reduced device payloads 30-60%. - At Ideaflow, I shipped editor-native agents with schema-validated database mutations, retrieval, and CI evaluation gates. - Through CafeCorner LLC, I created NodeBench AI, NodeRoom, NodeAgent, and NodeKit: an open-source ecosystem for sourced research, collaborative artifacts, reviewable proposals, agent evaluation, and proof-carrying execution. The common thread is forward-deployed work: learn the operating process, identify the real bottleneck, build the system, measure it against reality, and turn the result into reusable platform capability. I am most useful to teams building applied AI for banking, finance, healthcare, audit, compliance, or other consequential enterprise workflows.
Experience
Aug 2026
Joined Cheiron as its 26th team member following the company’s $8M seed round led by Menlo Ventures, bringing total funding to $13M. Cheiron is building an AI-native operating system for drug programs, connecting scientific, clinical, regulatory, and commercial evidence so biopharma teams can understand and execute complex workflows across the drug-development lifecycle. Working on the backend and applied-agent systems that power these workflows, including: - Building multi-step agent workflows for real biopharma customer use cases such as change requests and cross-region impact assessment. - Developing backend services, tool-calling systems, retrieval and evidence pipelines, and human-review workflows. - Grounding agent outputs in source documents, policies, and traceable evidence while keeping critical execution and approval boundaries deterministic. - Working directly with engineering, product, design, life sciences, business teams, and pilot customers to turn regulated workflows into production features. - Helping improve the reliability, evaluation, observability, and iteration speed of Cheiron’s applied-agent platform.
Dec 2022
Started as a personal AI research project in December 2022 and incorporated as CafeCorner LLC in February 2025. - Shipped NodeBench AI, a Convex-backed entity-intelligence workspace for sourced research, reusable reports, agent chat, inbox workflows, evidence boundaries, evaluation, and a hosted public-research MCP. - Built NodeRoom, a collaborative human-agent workspace for spreadsheets, notebooks, decks, graphs, and other durable artifacts; proposals, version checks, and semantic rebase preserve human edits. - Distilled NodeAgent as the portable runtime and NodeKit as the application-composition, conformance, evaluation, and proof layer for the broader ecosystem. - Built NodeProof, NodeTrace, NodeMem, NodeRL, NodeSlide, NodeVoice, and supporting evaluation and product-development methods. - Published reusable engineering methods including agentic-ui-qa, Solo Founder Agent Builder, NodeAgentSpec, FeatureClipStudio, BetterPRHandoff, and NodeSEO.
Nov 2025 to Apr 2026
Embedded at Meta Product Quality & Experience from November 2025 through March 2026, then continued with Tests Assured's TA Studio team. - Built 27 Python-backed agent tools spanning task intake, Android control, UI observation, authentication, state recovery, and verdict recording. - Returned structured receipts from tool adapters, linking each action to its observation, assertion, evidence, and verdict. - Built a multimodal Think -> Act -> Observe pipeline and bounded self-correction across 240 tasks, improving benchmark completion from 4/13 to 9/13 against a 17% recall / 39% precision baseline. - Applied TOON, a UI-hierarchy compression format that reduced device payloads 30-60% and long runs from 10-50M to 1-3M tokens. - Built TA Studio's device-emulation and QA MCP platform after the Meta engagement, reducing rerun cost 98% and reaching 100% precision, 80% recall, and 0.89 F1 on planted bugs.
Nov 2025 to Mar 2026
Core engineer working on agentic manual-test-generation and self-adaptive UI/UX testing for Instagram, Facebook, and WhatsApp. - Designed agent architecture and evaluation across 214 bug-reproduction and 26 test-generation tasks. - Built mobile-control, state-observation, evidence-capture, and self-correction workflows using Python, MCP, LangGraph, Playwright, and ADB. - Converted multimodal Figma and product requirements into manual test cases through parallel visual and logic agents.
Apr 2025 to Sep 2025
- Shipped MewAgent, an editor-native command surface with schema-validated Google GenAI and OpenAI tool calls, database mutations, and context-aware search inside a PKM notebook. - Built CI/CD regression gates for F1, latency, and tool-call accuracy using frozen golden datasets. - Reduced RAG embedding cost 80-90% through lazy indexing and batching; built an HTML parser that preserved nested web outlines during import.
Feb 2024 to Nov 2024
- Supported prospect identification, account opening, KYC coordination, onboarding, and banking partnerships for healthcare and life-sciences founders. - Built LLMsuite, a Python/Streamlit agentic research workflow connecting PitchBook, CRM, company data, and 100,000+ documents while preserving human review. - Reduced manual entry 92%, sector classification from hours to 1-2 minutes, and prospecting from four hours to 15-30 minutes. - Compressed a 2,000-company money-movement analysis from three weeks to under 15 minutes. - Refined healthcare classifications using FDA pathway, payer-adoption, and commercialization criteria; presented startup-banking, cap-table, and QSBS material at founder programs, resulting in 32 follow-up signups.
May 2023 to Feb 2024
- Designed and demonstrated an early agentic RAG workflow to the Palo Alto AI/ML team, supporting multi-entity comparison, dynamic tool use, structured extraction, and self-validation. - Translated banker and analyst workflows into requirements for AI/ML and intelligent-document-processing teams; built Python extraction, prospect-selection, and automatic color-coding tools. - Led cross-functional design of the Bulk List Extract capability in go/Companio, reducing manual extraction approximately 50% and projecting more than 100 staff hours saved monthly. - Led JPMorgan's Palo Alto AWS DeepRacer team to the #1 Silicon Valley regional rank and a global-finalist appearance; reduced model-training compute cost 15.9x through reward engineering and SageMaker optimization.
Jun 2022 to May 2023
- Supported 72 credit transactions representing up to approximately $800M in aggregate exposure across technology, e-commerce, healthcare, and business services. - Built or updated financial models, credit packages, covenant analyses, annual reviews, and underwriting materials. - Evaluated historical and projected cash flow, downside cases, EBITDA adjustments, FCCR, leverage, liquidity, borrowing bases, covenant headroom, and startup runway. - Supported $10M-$30M facilities with startup-appropriate covenant and monitoring structures and contributed to multiple $100M+ transactions. - Mentored analysts with a reusable financial-modeling guide and presented risks and structures to senior stakeholders.
Jun 2021 to Jun 2022
- Managed analysis across 15+ transactions during an intensive 3.5-month period and prepared due-diligence lists for underwriters and associates. - Consolidated banker, analyst, client, and credit-officer inputs into clear decision materials. - Supported client communication, commercial-card upsizes, preliminary 270 models, total-addressable-market analysis, and long-timeline healthcare and life-sciences transactions. ## Projects To Add or Refresh
Jun 2023 to Sep 2024
Co-founded healthcare AI startup deployed on Azure [secured $500K Azure credit sponsorship]. Built 3 production prototypes: - GPT-4 SOAP note synthesis -- real-time clinical note-taking with HIPAA-aligned serverless architecture. - ICD-10/CPT code recommendation via vector semantic search over CCSR medical taxonomies -- shipped a RAG coding assistant that proposes diagnostic and procedure codes with precise citations. - Multilingual patient screening interface with PubMed research integration. Technical stack: Azure [Functions, Event Grid, Key Vault] ensuring full HIPAA compliance. Built a Streamlit ingestion pipeline with Docling and PII masking for secure data processing.
Dec 2020 to Jun 2021
Build risk management skills while managing the daily fluctuations to less than 1% +/- of a $100k portfolio. December 1st, 2020, until February 28th, 2021
Nov 2020 to Dec 2020
Generated 33% total profit within 20 market trading days by November 31st, 2020 Demonstrated proper utilization of risk management strategy, understanding of moving averages, and market correlations to maximize leverage using equity options
Sep 2020 to Nov 2020
Researched companies with large market capitalization with analyst reviews and consumer reports from financial news resources and online product reviews to determine consumer enthusiasm and company’s growth potential Interpreted company performance with earnings growth delta filed on SEC EDGAR, modeled on Microsoft Excel
May 2020 to Jun 2021
Collaborated with on-campus organizations to plan professional networking events and discuss marketing strategies Facilitated internal meetings, delivered recommendations to increase meeting efficiency and cut down meeting time Built an extensive network to organize and promote a quarterly mentorship program for new prospects
Apr 2018 to May 2020
Planned, scripted, and facilitated a fraternal mentorship pairing event with a committee Booked rooms and requested fundings by outreaching the student body Managed sign-ups, flyers, tabling, and actively involved in every recruitment event
Jan 2018 to Apr 2018
Invited a net worth $100,000 start-up organization to speak at the professional event held for the professionals at Delta Sigma Pi meeting.
Apr 2020 to Jun 2021
Supervised members with up to $2000 from AS EOP Grant, Emergency Grant, CFF Grant, Young Entrepreneur Scholarship Provided online academic counseling with major selection and facilitated academic study groups Hosted professional development workshops such as resume and cover letter workshops
Jan 2021 to Jan 2021
Trained a machine learning predictive model that can classify health status based on gender, eating habits, and physical condition using pandas dataframes and the sklearn ML classification algorithm Utilized data visualization tools such as Matplotlib and Seaborn pair plots to identify key factors used in training the model Collaborated with the front-end development team to host the algorithm on Google Cloud Platform and create a REST service using Flask. Developed a web and mobile-friendly website using React, Firebase, Axios, and Material-UI that allows users to track their health status records on their Google Account Finished in the top 5 teams out of 257 developers of all skill sets in a competition, and presented the website and model to guests including the Amazon Alexa team, Appfolio, and Invoca.
Jun 2020 to Jul 2020
Used excel sheet to sort consumer transaction and demographic dataset Created PowerPoint presentation to outline a systematic approach to identify new customer targets Performed recency, frequency, and monetary analysis to identify new customer targets with excel Developed dashboard to present data summary and results of the analysis
Jun 2020 to Jul 2020
Jun 2020 to Jul 2020
Sorted consumer-transaction and demographic datasets in Excel, performed recency-frequency-monetary analysis to identify customer targets, and presented the methodology and findings in a dashboard and PowerPoint.
Mar 2018 to Jul 2018
Outputted outstanding diner satisfaction experience while taking multiple roles in a fast-paced environment Received trust and positive feedbacks from both the original and new manager during the transition phase Built rapport with shift members while taking responsibility during both opening and closing shifts
Mar 2018 to Jul 2018
Helped oversee a 25,000-square-foot dining operation serving up to 2,500 customers and reduced unnecessary overstay hours approximately one-third through tighter shift controls.
Oct 2015 to Jun 2017
Collaborated with experienced organizers and performers for Chinese New Year Performance Scheduled and supervised fundraisers at various shops and restaurants for club events Created club’s poster designs, flyer designs, and advertisements for all club events
Oct 2016 to May 2017
Conditioned students’ time management through practices of pacing and usage of alarms induced students to study advanced materials to meet above grade level expectations Instructed students’ English skills through additional translation and clarification
Oct 2016 to May 2017
Provided bilingual tutoring, incorporated advanced material into student curricula, and built long-term client relationships through on-demand Mandarin-English instruction.
Education
Certificate, Business Administration and Management, General
Jan 2020 to Jan 2021
2021 Commercial Banking Analyst Training, Accounting and Finance
Jun 2021
Certificate, Investments and Securities
Jan 2020 to Jan 2021
Bachelor's degree, International/Global Studies
Jan 2017 to Jan 2021
Jan 2014 to Jan 2017
Certificate Program, Web Page, Digital/Multimedia and Information Resources Design
May 2022 to Aug 2022