Unlocking Document Intelligence In Capital Markets with Box Skills and Alkymi

Box Developers
Apr 3 · 3 min read

Background: Using Alkymi and Box Skills to Understand Equity Research

Alkymi enables document automation for financial services companies across a variety of workflows and unstructured data such as email, PDF, excel, and scanned images. For this blog post, we’re demonstrating the benefit of integrating Box Skills with Alkymi for insights on equity research, a familiar data set if you’re dabbling in stock-picking. Sell-side firms publish millions of equity research reports annually, which means buy-side recipients only open and read less than 5% of these reports due to information-overload and overflowing email inboxes. This gap represents lost opportunity for insights that drive ideas and trading strategies for analysts and portfolio managers.

Figure 1: Alkymi drives automation for financial services companies by generating insights on documents in Box.

Diving deeper: Developing with Box Skills

When equity research documents are uploaded to a Box folder, the Alkymi platform generates tags in real-time, using Box Skills to populate topic cards with factual information from the document (Figure 2).

Figure 2: Alkymi automatically applies highly accurate industry, instrument, financial, and topic tags to each report in real-time.
const express = require('express')
const { SkillsWriter } = require('./skills-kit-2.0');
const app = express();
app.post('/push-card', (req, res) => {
console.log('Got event from Alkymi and forwarding to Box')
const skillsWriter = new SkillsWriter(req.body.fileContext);
const cards = [];
cards.push(skillsWriter.createTopicsCard(req.body.topics));
skillsWriter.saveDataCards(cards);
res.status(200).send('All Good!');
});

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