When a document is uploaded, the system analyzes the content of the document and
determines the 'Document Type' that is most appropriate from the full list of user-configured
Document Types.
Document Classification
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KYRA:Docs will extract entities such as trustees, beneficiaries, settlors and associated
companies from trust-related documents, mapping their roles and relationships automatically.
It also supports nested, multi-level hierarchies, ownership structures and deep reltionship
captures. The finalized extracted related parties can then be reviewed and adjusted, as needed,
directly from the Related Parties approval task. Helping users resolve duplicate entities before
committing information into the client profile.
Hierarchy Ingestion