Brokerage Statement Splitter Skill

Split files containing brokerage statements with multiple accounts into separate documents for downstream extraction by the Brokerage Statement skill.

The Brokerage Statement Splitter skill splits files containing brokerage statements for multiple accounts into separate documents — one per account — so each can be processed by the Brokerage Statement skill.

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, and 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.

Implementation

Once you have completed the above steps, you will be able to use the Brokerage Statement Splitter skill in Vantage for processing multi-account brokerage statements.