A lot data exists in PDF only
At Collation.AI our first preference is to get your data (Bankable Assets, Alternative Investments etc.) via an API or a direct datafeed connection from your source providers (Custodian Banks, Brokers, Managers and etc.) Unfortunately though a large number of source providers (especially in Europe, Middle East, Asia) are not yet able to provide your data via APIs or datafeed connections, hence they can only provide their regular monthly statements in PDF or paper format.
Formats vary widely and so far were hard to handle programmatically
Alternative Investments PDFs tend to be 'Fluid' meaning format keeps changing regularly, and there seems to be no standards within the managers that provide this type of data.
Banks statements have very complex tables
Bankable Assets data provided by Custodian Banks tend to have more standardisation compared to Alternative Investments data. However, they still have complex structures such as multilayer column headers, each row being a different field, page breaks etc.
How do we Solve?
Solution
Iterative process of blending Prompt Engineering, Optimized AI models & Time Series analysis
Generative AI overcomes these issues and solves the problems.
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263 Tresser Blvd Floor 9, Stamford, CT 06901 United States
