New July 26, 2023

70+ Ready-Made Patterns available with our new menu

Alkymi customers now have the option to instantly try out any of our Ready-Made Patterns through our self-service menu, directly within the Alkymi platform.

Ready-Made Patterns instantly capture your document data using cutting-edge machine learning. They’re fully pre-configured and pre-trained for financial services use cases and ready to use for any document type or format. With our new in-platform menu, you can add a Pattern and begin uploading documents and extracting data right away.

Choose a Pattern from the menu and get immediate access to a dedicated sandbox tenant with the Pattern enabled. Use the provided sample file or upload your own documents to test the Pattern with your data.

Current Ready-Made Patterns available include:

Private equity & alternatives

• Capital Calls & Distributions (Capital Notices)
• Capital Account Statements
• Schedule K-1
• Schedule of investments
• Loan agent notices

Wealth & asset management

• Brokerage statements/Custodial statements
• Mutual fund prospectuses
• Schedule K-1
• Form ADV
• 1099-INT, -DIV, and -MISC

Investment opportunities & performance

• Equity research reports
• Mutual fund prospectuses
• News articles
• Document summaries (in English, Arabic, Dutch, French, German, Hindi, Italian, Japanese, Korean, Mandarin, Portuguese, Russian, or Spanish)

Customer onboarding & KYC

• Brokerage statements/Custodial statements
• ID detection
• Address detection

Regulatory compliance & reporting

• Form ADV
• SEC Forms 3, 4, 5, 6-K, 8-K, 10-K, 13D, 13F, and 144

Business operations

• Invoices, bills, and receipts
• US tax forms: W4, W-8 BEN, all 1040s, and 1099-INT, -DIV, and -MISC
• Form 1065 and Schedules B, K, L, M-1, and M-2
• Forms 1096, 1120 and Schedules C, G, J, 1125-E, 8825, 940, and 941
• Schedule K-1
• Form ADV

LLM-powered Patterns

• Document summaries (in English, Arabic, Dutch, French, German, Hindi, Italian, Japanese, Korean, Mandarin, Portuguese, Russian, or Spanish)
• SEC Form 8-K
• Equity research reports
• Mutual fund prospectuses
• News articles

Read the release notes and our latest blog for more information.