Challenge
Where work slows down
For finance teams, counterparty records quickly go stale when updates depend on scattered documents and manual research. That makes reporting, risk review, and approvals slower than they need to be.
Agentic workflow
Enrich counterparty records for finance teams using agentic workflows
Help finance teams keep counterparty records current with reviewed facts, external context, and evidence links.
Challenge
For finance teams, counterparty records quickly go stale when updates depend on scattered documents and manual research. That makes reporting, risk review, and approvals slower than they need to be.
Workflow preview
TextMine workflow
How TextMine helps
TextMine refreshes counterparty records with reviewed document facts and external context, preserving the evidence trail so finance teams can act on current, traceable information.
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.
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