> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prophecy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Ad Hoc & Document-Based Workflows

> Extract tables from a prospectus and reconcile them against your harmonized tape

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.

## 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.

```
"On page 66, we have a distribution of receivables as of cutoff date by
remaining principal balance. Can you extract this table and compare it
with the one we have in our strats?"
```

<img src="https://mintlify.s3.us-west-1.amazonaws.com/prophecy-62973bd0/data-analysis/getting-started/structured-finance/data-analysis/getting-started/structured-finance/img/upload-pdf" alt="upload prospectus" />

The Agent extracts the table and can often self-correct even if the page number given is slightly off.

### 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.

<Note>
  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.
</Note>

### 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.`

### 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`)

| Metric            | Prospectus      | Tape            | Variance         |
| ----------------- | --------------- | --------------- | ---------------- |
| Loan Count        | 65,867          | 65,867          | 0                |
| Aggregate Balance | \$1,995,353,676 | \$2,034,742,702 | +\$39.4M (+2.0%) |
| Average Balance   | \$30,294        | \$30,892        | +\$598 (+2.0%)   |

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.
