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You can build fully custom workflows against source documents, such as a prospectus, a servicer report, or other reference document, by uploading them and asking the Agent to use their contents. A prospectus comparison is one common example.

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Example: extract from a prospectus

Upload a prospectus (for example, a 424B5 filing) and ask the Agent to extract a specific table — referencing it by page number — and compare it against your existing Strats output. Ask the Agent to share its plan before it executes.
upload prospectus The Agent extracts the table and can often self-correct even if the page number given is slightly off.

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Align bucket structures

Prospectus tables and your Strats output may bucket values differently. To compare them directly, align your Strat buckets to match the prospectus structure — the best practice is to modify the template directly rather than reconciling mismatched buckets after the fact.
First-time runs of a custom ad hoc workflow typically need some tuning. Treat the first pass as a baseline to refine, not a final result.

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Generate a shareable report

Once the comparison is built, ask the Agent for a shareable Markdown report combining the work — for example, create a proper MD with a companion report I can share.

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Example output

TAOT 2026-A: Prospectus vs. Tape Reconciliation Report
  • Deal: Toyota Auto Receivables 2026-A Owner Trust
  • Prospectus Filing: 424B5 (SEC EDGAR)
  • Tape Source: Harmonized CDM (output_preview)
The report’s executive summary calls out the variance directly, noting, for example, that the tape shows higher balances concentrated in the upper balance tiers relative to the prospectus disclosure.