Important. The Brokerage Statement Splitter skill has only one class, called “Brokerage Statement.” For this reason, you cannot use this skill to separate brokerage statements from other types of documents or annexes.
Skill Components
| Component | Description |
|---|---|
| Extraction Rules Activity (First Page) | Extracts reliable markers of the first page (for example, “Page 1 of 10”). |
| Extraction Rules Activity (Account Numbers) | Extracts account numbers from the document. |
Splitting Criteria
A file will be split into separate documents whenever:| Trigger | Description |
|---|---|
| New Document Begins | A new document is detected in the file. |
| First Page Marker | A reliable marker of the first page is extracted. |
| New Account Number | A new account number is extracted. |
Setup Instructions
Follow these steps to configure the Brokerage Statement Splitter skill:| Step | Action | Details |
|---|---|---|
| 1 | Create Process Skill | Create a new Process skill in your workflow. |
| 2 | Add Input Activity | Add and configure an Input activity for document ingestion. |
| 3 | Configure Assemble Activity | Add an Assemble activity. In the Actions pane, select By Document Splitter Skill option, then select Brokerage Statement Splitter skill from the list. |
| 4 | Add Extract Activity | Add an Extract activity. In the Actions pane, click Add Skill button and select Brokerage Statement skill. |
| 5 | Configure Document Class | In the Actions pane, click the configuration icon next to the Document skill name. In the dialog box, select Brokerage Statement in the Class field. |
| 6 | Add Manual Review (Optional) | Optionally add a Manual Review activity to verify extracted data and adjust assembled documents (for example, move pages around). |
| 7 | Add Output Activity | Add and configure an Output activity for processed documents. |
| 8 | Publish Skill | Click the Publish Skill button to make the skill available. |