Automated Election Notification Agent

Purpose

The Automated Election Notification Agent supports the corporate action election process by drafting email notifications to the parties required to make an election for each account, using identified holders and reconciled or extracted corporate action details.

Primary users

The primary user is not specified. Based on the provided team and use case, the agent is associated with WAM and is intended for users involved in Wealth & Asset Management corporate action election workflows.

Where it fits (process/stage/trigger)

The agent fits into step 4 of the workflow, after holders have been identified and corporate action details have been reconciled or extracted, when notification emails need to be prepared and potentially sent through a VPN.

Key capabilities / workflow

The agent analyzes the available account election information, uses identified holders and reconciled corporate action details, validates whether the necessary information is available, drafts the required email notification, and supports routing toward delivery through the required VPN-based process.

Inputs

The inputs are identified holders and reconciled or extracted corporate action details. Dataset information is not specified.

Outputs / Deliverables

The outputs are draft email notifications to holders containing the required corporate action details.

Value

The agent helps streamline corporate action election notifications by preparing holder-specific draft emails from reconciled account and corporate action information, reducing manual drafting effort and supporting a more consistent notification process.