Use Case · Deal Entry Capture
Automated Deal Entry & Capture
Email recap → extraction → enrichment → validation → JSON → deal entry system
Workflow
Trader deal recaps arrive through Teams and Outlook in inconsistent formats. Analysts manually retype information into booking systems.
The Challenge
The Solution
The Impact
The Challenge
- Heterogeneous recap formats
- Manual re-entry into deal capture system
- Data quality issues
- Weak traceability
The Solution
- Captures recaps from messaging channels
- Extracts and structures trade data
- Validates and enriches fields against internal sources
- Sends structured JSON into deal entry system via API
- Flags incomplete information for review
The Impact
- Manual re-entry eliminated
- Faster booking cycles
- Improved data quality
- Controlled and auditable workflow
Outcome — Unstructured recaps become validated system entries.
Booking accelerates. Control is preserved.
