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AGENTS
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Enterprise document agents

Run governed agents that use verified document context, evidence, permissions, and audit trails.

Screen showing AI agent management interface with agent creation form and existing agents listed.

Instruct agents with governed context

Agents summarize, flag, compare, collect, and route document data based on verified Vault outputs and reusable review logic.
Interface showing Configure Source with steps Select, Configure, Validation, and an option to download 10-Ks and 20-Fs.
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Configure source SEC interface showing option to enter companies like Apple inc, Exxon for latest SEC filings search.
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Interface showing source configuration for SEC with Apple Inc. and EXXON MOBIL CORP selected and matched.
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Example data sources

SEC: retrieve latest 10-Ks, 20-Fs, and filings for monitored entities
SEC: retrieve latest Form ADVs for funds, advisers, and monitored counterparties

Example actions supported by Agents

Assign documents for human review when confidence, risk, or policy thresholds require approval
Summarize document contents with citations back to the source passages
Flag records when extracted facts match risk, policy, or workflow criteria
An illustration of TextMine's AI and the document types and sources it can analyse
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