1.Processes parsed document data
Integrate Docparser and document parsing tools to map parsed fund lists, contribution amounts, effective dates, and portfolio indicators to normalized variables.
Create illustration record from parsed RA transfer documents
Automatically map parsed document fields and document identifiers across Docparser, Bubble, Code by Zapier, and Zapier Tables. Create and update illustration records when transfer docs parse, organization lookups resolve, or tax-year fields compute β so you can transform inputs, normalize tax details, and centralize records without manual document processing.
How this automation standardizes illustration records
When parsed transfer document data arrives from Docparser, delays can stall downstream operations and create messy records. This automation maps identifiers and fields, transforms them into normalized values, and creates a central illustration table recordβso you can keep documentation consistent automatically.
Docparseror swap with your favorite app
2.Looks up organization configuration
Integrate Bubble and organization lookup workflows to match the document identifier and pull the right Organization and configuration record.
Bubbleor swap with your favorite app
3.Transforms normalized fields
Integrate Code by Zapier and data transformation tools to compute tax-year ranges, detect currency amounts, and flag existing versus new contributions.
Code by Zapieror swap with your favorite app
4.Creates normalized illustration record
Integrate Zapier Tables and database record workflows to create a central illustration record with exists flags, ranges, and source document IDs.
Zapier Tablesor swap with your favorite app
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