Election Eligibility & Account Mapping Agent

Purpose

The Election Eligibility & Account Mapping Agent supports corporate action processing by finding the relevant account holders who should participate in a corporate action and identifying who will complete the election.

Primary users

The primary user is not specified. The agent is associated with the WAM team and the Wealth & Asset Management industry context.

Where it fits (process/stage/trigger)

This agent fits into Step 3 of the workflow for corporate action processing, after reconciled corporate action fields and holding record election information are available.

Key capabilities / workflow

The agent uses reconciled corporate action fields together with the holding record PDF identified as holding_record_elections to map relevant account holders, assess election eligibility, and compile account details for the election process.

Inputs

Inputs include reconciled corporate action fields and the holding record PDF, specifically referenced as holding_record_elections.

Outputs / Deliverables

The output is a list of identified holders with relevant account details for the corporate action election.

Value

The agent helps streamline corporate action election preparation by identifying relevant holders and associated account information, supporting a clearer handoff for election completion.