Bring uploaded files, available business tables, and configured sources into the operating process. Agents can retrieve files from existing FTP connections and extract notice fields from PDFs for review, helping turn received information into data your team can use.

Account references, security identifiers, dates, and currency labels can differ across sources. Have the agent prepare the mappings and transformations, then inspect the result. Shared definitions give reconciliation and reporting a consistent starting point while your team checks the business meaning.

We work with your team to standardize your data ontology, defining consistent meanings for accounts, securities, transactions, and other business records. Your agents configure storage and pipelines to capture data in the target format, giving downstream workflows a clean, consistent foundation.

Save the configuration and reuse it for the next file or operating cycle. Prepared datasets can supply reconciliation, reporting, and other workflow steps, while visible sources and run history give the team somewhere to inspect how the data was prepared.

Your team chooses the sources and appropriate access, reviews field meanings, and approves new tables. The agent drafts the structure, prepares the records, and explains validation findings. Visible definitions and reviewed data let the people responsible for the business assess what the automation will use.