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
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
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If all document requirements are fulfilled, the system can autocomplete tasks, accelerating
onboarding and refresh processes.
Autocompletion of Document Tasks
