90% faster processing

AI agent for Corporate Action Analysts

From manual notice reading to automated extraction

Delegate corporate action notice processing to a specialized AI agent. It reads announcements from issuers, exchanges, and custodians, extracts critical event details including stock splits, dividend payments, and merger terms, then delivers structured data ready for your operations systems.

Ideal for

Corporate Actions Teams

Fund Accounting

Custody Operations

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Corporate Action Analysts in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Corporate Action Analysts in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Corporate Action Analysts in action

Play video

Stock Split Notice Processing

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Corporate Action Analysts in action

Play video

Time comparison

Time comparison

Traditional way

15-20 minutes per notice

With V7 Go agents

30-60 seconds

Average time saved

90%

Why V7 Go

Why V7 Go

Multi-Source Notice Reading

Processes corporate action notices from any source including DTCC, Euroclear, custodian banks, issuer websites, and exchange announcements, regardless of format or layout variations.

Multi-Source Notice Reading

Processes corporate action notices from any source including DTCC, Euroclear, custodian banks, issuer websites, and exchange announcements, regardless of format or layout variations.

Multi-Source Notice Reading

Processes corporate action notices from any source including DTCC, Euroclear, custodian banks, issuer websites, and exchange announcements, regardless of format or layout variations.

Multi-Source Notice Reading

Processes corporate action notices from any source including DTCC, Euroclear, custodian banks, issuer websites, and exchange announcements, regardless of format or layout variations.

Comprehensive Event Extraction

Captures all critical details including event type, effective dates, record dates, payment dates, ratios, terms, and special instructions with field-level accuracy for downstream system integration.

Comprehensive Event Extraction

Captures all critical details including event type, effective dates, record dates, payment dates, ratios, terms, and special instructions with field-level accuracy for downstream system integration.

Comprehensive Event Extraction

Captures all critical details including event type, effective dates, record dates, payment dates, ratios, terms, and special instructions with field-level accuracy for downstream system integration.

Comprehensive Event Extraction

Captures all critical details including event type, effective dates, record dates, payment dates, ratios, terms, and special instructions with field-level accuracy for downstream system integration.

Cross-Reference Validation

Validates extracted data against your firm's security master and historical corporate action records stored in the Knowledge Hub to flag inconsistencies and potential errors before processing.

Cross-Reference Validation

Validates extracted data against your firm's security master and historical corporate action records stored in the Knowledge Hub to flag inconsistencies and potential errors before processing.

Cross-Reference Validation

Validates extracted data against your firm's security master and historical corporate action records stored in the Knowledge Hub to flag inconsistencies and potential errors before processing.

Cross-Reference Validation

Validates extracted data against your firm's security master and historical corporate action records stored in the Knowledge Hub to flag inconsistencies and potential errors before processing.

Complex Event Handling

Processes intricate corporate actions including reverse splits, spin-offs, rights issues, tender offers, and merger exchanges, extracting multi-step instructions and conditional terms accurately.

Complex Event Handling

Processes intricate corporate actions including reverse splits, spin-offs, rights issues, tender offers, and merger exchanges, extracting multi-step instructions and conditional terms accurately.

Complex Event Handling

Processes intricate corporate actions including reverse splits, spin-offs, rights issues, tender offers, and merger exchanges, extracting multi-step instructions and conditional terms accurately.

Complex Event Handling

Processes intricate corporate actions including reverse splits, spin-offs, rights issues, tender offers, and merger exchanges, extracting multi-step instructions and conditional terms accurately.

Deadline and Election Tracking

Identifies critical deadlines for voluntary actions, election windows, and response requirements, ensuring your operations team never misses a client instruction cutoff or issuer deadline.

Deadline and Election Tracking

Identifies critical deadlines for voluntary actions, election windows, and response requirements, ensuring your operations team never misses a client instruction cutoff or issuer deadline.

Deadline and Election Tracking

Identifies critical deadlines for voluntary actions, election windows, and response requirements, ensuring your operations team never misses a client instruction cutoff or issuer deadline.

Deadline and Election Tracking

Identifies critical deadlines for voluntary actions, election windows, and response requirements, ensuring your operations team never misses a client instruction cutoff or issuer deadline.

Audit Trail Documentation

Creates a complete audit record linking every extracted data point to its source location in the original notice with AI Citations, providing regulatory-grade documentation for compliance reviews.

Audit Trail Documentation

Creates a complete audit record linking every extracted data point to its source location in the original notice with AI Citations, providing regulatory-grade documentation for compliance reviews.

Audit Trail Documentation

Creates a complete audit record linking every extracted data point to its source location in the original notice with AI Citations, providing regulatory-grade documentation for compliance reviews.

Audit Trail Documentation

Creates a complete audit record linking every extracted data point to its source location in the original notice with AI Citations, providing regulatory-grade documentation for compliance reviews.

Processes corporate action notices from any source

To deliver structured, system-ready event data.

Get started

Get started

Logo
Logo
Logo

Import your files

Microsoft Excel

,

Salesforce

,

Google Sheets

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your operations workflow.

Connect AI to your operations workflow.

Process every corporate action with speed and precision.

Process every corporate action with speed and precision.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Industrial equipment sales

We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Insurance

We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Real Estate

Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.

Read the full story

Features

Features

Results you can actually trust.
Reliable AI document processing toolkit.

Results you can trust.
Trustworthy AI document processing toolkit.

Supporting complex documents.

Up to 200 pages.

Corporate action notices arrive in countless formats. This agent processes SWIFT messages, custodian PDFs, exchange HTML announcements, and scanned issuer documents. It extracts the same critical fields regardless of source, handling multi-page notices with complex tables and conditional terms.

Input types

50+ languages

SWIFT Messages

200 pages

Multi-modal

Document types

PDFs

Email Attachments

Complex Tables

HTML Pages

SWIFT MT564

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Corporate action notices arrive in countless formats. This agent processes SWIFT messages, custodian PDFs, exchange HTML announcements, and scanned issuer documents. It extracts the same critical fields regardless of source, handling multi-page notices with complex tables and conditional terms.

Input types

50+ languages

SWIFT Messages

200 pages

Multi-modal

Document types

PDFs

Email Attachments

Complex Tables

HTML Pages

SWIFT MT564

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Corporate action notices arrive in countless formats. This agent processes SWIFT messages, custodian PDFs, exchange HTML announcements, and scanned issuer documents. It extracts the same critical fields regardless of source, handling multi-page notices with complex tables and conditional terms.

Input types

50+ languages

SWIFT Messages

200 pages

Multi-modal

Document types

PDFs

Email Attachments

Complex Tables

HTML Pages

SWIFT MT564

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Corporate action processing demands precision. The agent uses multi-step validation to ensure dates, ratios, and payment amounts are extracted correctly. It cross-references security identifiers against your master file and validates date sequences to catch errors before they reach your accounting system.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Corporate action processing demands precision. The agent uses multi-step validation to ensure dates, ratios, and payment amounts are extracted correctly. It cross-references security identifiers against your master file and validates date sequences to catch errors before they reach your accounting system.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Reach 99% accuracy rate

through GenAI reasoning.

Corporate action processing demands precision. The agent uses multi-step validation to ensure dates, ratios, and payment amounts are extracted correctly. It cross-references security identifiers against your master file and validates date sequences to catch errors before they reach your accounting system.

Model providers

Security note

V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.

Answer

Type

Text

Tool

o4 Mini

Reasoning effort

Min

Low

Mid

High

AI Citations

Inputs

Set a prompt (Press @ to mention an input)

Trustworthy results,

grounded in reality.

Build confidence in automated processing. Every extracted data point is visually linked to its exact location in the source notice. Analysts can verify critical fields like payment dates and split ratios in seconds, creating a complete audit trail for compliance and reconciliation reviews.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Build confidence in automated processing. Every extracted data point is visually linked to its exact location in the source notice. Analysts can verify critical fields like payment dates and split ratios in seconds, creating a complete audit trail for compliance and reconciliation reviews.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Trustworthy results,

grounded in reality.

Build confidence in automated processing. Every extracted data point is visually linked to its exact location in the source notice. Analysts can verify critical fields like payment dates and split ratios in seconds, creating a complete audit trail for compliance and reconciliation reviews.

Visual grounding in action

00:54

Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.

Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.

Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.

Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.

Prior Warning and Ignoring Compliance

02

01

01

02

Enterprise grade security

for high-stake industries.

Corporate action notices contain market-sensitive information about upcoming events. V7 Go processes these documents within your secure infrastructure, maintaining strict confidentiality and meeting regulatory requirements for handling material non-public information.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Corporate action notices contain market-sensitive information about upcoming events. V7 Go processes these documents within your secure infrastructure, maintaining strict confidentiality and meeting regulatory requirements for handling material non-public information.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Corporate action notices contain market-sensitive information about upcoming events. V7 Go processes these documents within your secure infrastructure, maintaining strict confidentiality and meeting regulatory requirements for handling material non-public information.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

More agents

More agents

Explore more agents to help you

Explore more agents to help you

accelerate your asset management operations

More agents

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Compliance Agent

Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.

Finance

Tax Code Verification

VAT Compliance Checking

Regulatory Requirement Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Tax Due Diligence Agent

Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.

Finance

PE Risk Detection

Transfer Pricing Analysis

Entity Structure Mapping

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

AI Portfolio Reporting Agent

Automates portfolio performance reporting by consolidating data and generating custom reports.

Finance

Automated Portfolio Reporting

Performance Consolidation

Investor Reporting

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

PE Screening & Deal Flow Agent

Automates PE deal screening and triage by analyzing CIMs against your investment thesis.

Finance

PE Deal Screening

Automated Deal Triage

CIM Analysis

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI VAT Compliance Agent

Automates VAT checks on invoices to ensure correct rates, valid numbers, and regulatory compliance.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

AI Tax Authority Correspondence Agent

Automates the intake and analysis of tax notices to extract deadlines and summarize key issues.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

Get ->

Answers

Answers

What you need to know about our

AI agent for Corporate Action Analysts

How does it handle notices in different formats?

The agent processes corporate action notices regardless of source or format. It reads structured SWIFT messages, unstructured PDF announcements, HTML emails from custodians, and scanned documents from issuers, extracting the same data fields consistently across all formats.

+

How does it handle notices in different formats?

The agent processes corporate action notices regardless of source or format. It reads structured SWIFT messages, unstructured PDF announcements, HTML emails from custodians, and scanned documents from issuers, extracting the same data fields consistently across all formats.

+

How does it handle notices in different formats?

The agent processes corporate action notices regardless of source or format. It reads structured SWIFT messages, unstructured PDF announcements, HTML emails from custodians, and scanned documents from issuers, extracting the same data fields consistently across all formats.

+

What types of corporate actions can it process?

The agent handles all standard corporate action types including cash dividends, stock dividends, stock splits, reverse splits, mergers, acquisitions, spin-offs, rights issues, tender offers, name changes, and delisting events. It can be configured to recognize custom event types specific to your operations.

+

What types of corporate actions can it process?

The agent handles all standard corporate action types including cash dividends, stock dividends, stock splits, reverse splits, mergers, acquisitions, spin-offs, rights issues, tender offers, name changes, and delisting events. It can be configured to recognize custom event types specific to your operations.

+

What types of corporate actions can it process?

The agent handles all standard corporate action types including cash dividends, stock dividends, stock splits, reverse splits, mergers, acquisitions, spin-offs, rights issues, tender offers, name changes, and delisting events. It can be configured to recognize custom event types specific to your operations.

+

How does it validate the extracted information?

The agent cross-references extracted data against your security master database and historical corporate action records in the Knowledge Hub. It flags discrepancies in CUSIP/ISIN mappings, unusual ratio values, and date inconsistencies for analyst review before final processing.

+

How does it validate the extracted information?

The agent cross-references extracted data against your security master database and historical corporate action records in the Knowledge Hub. It flags discrepancies in CUSIP/ISIN mappings, unusual ratio values, and date inconsistencies for analyst review before final processing.

+

How does it validate the extracted information?

The agent cross-references extracted data against your security master database and historical corporate action records in the Knowledge Hub. It flags discrepancies in CUSIP/ISIN mappings, unusual ratio values, and date inconsistencies for analyst review before final processing.

+

Can it integrate with our existing systems?

Yes. The agent outputs structured data in formats compatible with major portfolio management systems, accounting platforms, and custodian interfaces. It can generate SWIFT MT564/566 messages, CSV files, or direct API calls to your corporate actions processing system.

+

Can it integrate with our existing systems?

Yes. The agent outputs structured data in formats compatible with major portfolio management systems, accounting platforms, and custodian interfaces. It can generate SWIFT MT564/566 messages, CSV files, or direct API calls to your corporate actions processing system.

+

Can it integrate with our existing systems?

Yes. The agent outputs structured data in formats compatible with major portfolio management systems, accounting platforms, and custodian interfaces. It can generate SWIFT MT564/566 messages, CSV files, or direct API calls to your corporate actions processing system.

+

How does it handle voluntary corporate actions?

For voluntary events like tender offers or rights issues, the agent extracts election options, pricing terms, deadline dates, and instruction requirements. It identifies which actions require client elections and flags approaching deadlines for your client service team.

+

How does it handle voluntary corporate actions?

For voluntary events like tender offers or rights issues, the agent extracts election options, pricing terms, deadline dates, and instruction requirements. It identifies which actions require client elections and flags approaching deadlines for your client service team.

+

How does it handle voluntary corporate actions?

For voluntary events like tender offers or rights issues, the agent extracts election options, pricing terms, deadline dates, and instruction requirements. It identifies which actions require client elections and flags approaching deadlines for your client service team.

+

What is the accuracy rate for critical fields?

The agent achieves high accuracy on critical fields like event dates, ratios, and payment amounts through multi-step validation workflows. Every extracted value is linked to its source with Visual Grounding, allowing analysts to verify high-impact data points in seconds rather than re-reading entire notices.

+

What is the accuracy rate for critical fields?

The agent achieves high accuracy on critical fields like event dates, ratios, and payment amounts through multi-step validation workflows. Every extracted value is linked to its source with Visual Grounding, allowing analysts to verify high-impact data points in seconds rather than re-reading entire notices.

+

What is the accuracy rate for critical fields?

The agent achieves high accuracy on critical fields like event dates, ratios, and payment amounts through multi-step validation workflows. Every extracted value is linked to its source with Visual Grounding, allowing analysts to verify high-impact data points in seconds rather than re-reading entire notices.

+

Next steps

Next steps

Still reading corporate action notices line by line?

Send us a batch of your recent notices. We'll show you how the agent extracts every critical field in seconds, not minutes.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: