Document Agent will extract entities such as trustees, beneficiaries, settlors and associated
companies from trust-related documents, mapping their roles and relationships automatically.
The finalized extracted related parties can then be reviewed and adjusted, as needed, directly
from the Related Parties task.
Hierarchy Ingestion
0 Mandatory Requirements
Requirements
Requirements
0 Completed
0 Deferred 0 Waived
X
Apple Document Pack
X
Restated Articles of Incorporation
X
Form 10-k 1
Annual Financial Statement
Articles of Incorporation
Form 10-K
3/3
Linked Documents Status
Requirement
Complete
Complete
Complete
Once the document has been classified, the system will automatically link the documents to
the requirements for which it is deemed to be an acceptable document. This is based on user
configuration and the mapping of acceptable documents to document requirements.
Auto-Linking & Requirement Mapping
fenergo.com
If all document requirements are fulfilled, the system can autocomplete tasks, accelerating
onboarding and refresh processes.
Autocompletion of Document Tasks
