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Patterns Library
A world-class automation library
Our Ready-Made Patterns are built for your business with no set-up required.
Our menu of Ready-Made Patterns
Ranging from data operations to alternative investing, we have a growing library of 70+ pre-built Patterns to get you up and running in no time. Try any Pattern within the Alkymi platform with your own data to see how you can instantly automate workflows across your business. Our collection of Ready-Made Patterns includes:
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
- US tax forms: W4, W-8 BEN, all 1040s, and 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
DATA 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
Highly trained for high impact
Created by Alkymi’s team of data scientists with deep financial services expertise, Ready-Made Patterns provide ML-powered data extraction, validation, and transformation for targeted use cases. Each Ready-Made Pattern is purpose-built and ready to instantly and accurately identify your data every time.
Don’t see what you’re looking for?
Let’s talk about how we can build a custom Pattern for your specific use case.
Most recent resources
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