Corporate Action Data Extraction Agent
Purpose
Corporate Action Data Extraction Agent extracts required corporate action information across multiple provided sources as Step 1 of the workflow. It is designed to produce structured field/value pairs from tender offer PDFs, SWIFT files, and vendor XML files using the provided Corporate Actions Field Table.
Primary users
The primary user is specified as Both. No additional user segmentation, role definition, or stakeholder detail is provided.
Where it fits (process/stage/trigger)
Corporate Action Data Extraction Agent fits at the first step of the corporate action workflow. It is triggered when the relevant corporate action source files and the Corporate Actions Field Table are available for extraction.
Key capabilities / workflow
Corporate Action Data Extraction Agent analyzes the provided tender offer PDF, SWIFT file, vendor XML, and Corporate Actions Field Table, then extracts required corporate action field values from each source. It checks whether required source information and fields are available, supports review of missing inputs or missing fields, and generates structured field/value pairs per source.
Inputs
Typical inputs are the tender offer PDF identified as {tender_offer}, the SWIFT file identified as {swift_file}, the vendor XML identified as {vendor_xml}, and the Corporate Actions Field Table identified as {corporate_actions}. The dataset is specified as corporate actions datasets.
Outputs / Deliverables
The output is structured field/value pairs per source, specifically for PDF, SWIFT, and XML sources. No additional output formats or downstream deliverables are specified.
Value
Corporate Action Data Extraction Agent helps structure required corporate action information from multiple source formats at the start of the workflow. Its value is in converting provided source materials into consistent field/value pairs that can support the next workflow step.
