Challenge
Where work slows down
For data office teams, counterparty records decay when document updates and external context are not captured in one governed process. That creates stale data and avoidable review cycles.
Agentic workflow
Enrich counterparty records for data office teams using agentic workflows
Help data office teams enrich counterparty records with current facts, external context, and evidence links.
Challenge
For data office teams, counterparty records decay when document updates and external context are not captured in one governed process. That creates stale data and avoidable review cycles.
Workflow preview
TextMine workflow
How TextMine helps
TextMine refreshes counterparty records with reviewed facts and external context, preserving the evidence trail for reporting, review, and downstream workflows.
Execution time
5-8 min
Estimated time saved
4-7 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.
Workflow design
Steps and key blocks
Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.
Workflow pattern
- Start from new documents, scheduled refreshes, or counterparty records that need review.
- Extract and organize key values, then enrich them with external source context.
- Review confidence, route exceptions, and update governed counterparty records.
- Link source documents and notify teams when refreshed records are ready.
Key blocks
- Lookup record, Enrich values, Organise values
- Create or update record, AI review, Confidence
- Document processed, Send email, Upload to vault
See it live
See this workflow in TextMine
Book a demo to map this workflow to your documents, systems, and controls.
Book a demo