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Create diligence rows from OCR payloads and email summary

Create diligence rows from OCR payloads and email summary

Your OCR-parsed investment payloads arrive unstructured, forcing manual extraction of tickers and ratings. It creates cleaned diligence rows and an HTML summary for same-day verification.

Create diligence rows from OCR payloads and email summary

Overview

Incoming OCR reports often land as noisy JSON that slows diligence and burdens analysts. This workflow converts those payloads into normalized due-diligence rows and delivers a consolidated HTML review, letting portfolio and compliance teams verify entries same day.

Create diligence rows from OCR payloads and email summary