Auto-applied preferences

Last month, we brought you learned categorization, the ability for Mantle to remember how your team categorized ambiguous line items and apply those preferences automatically going forward. This month, that capability extends deeper into the extraction workflow.

Line items in private market documents are ambiguous. "Other Expenses" may map to "Partnership Expenses" by one firm and "Other Income/Loss" to another. Mantle now learns your team's preference and applies it consistently.

• Auto-applied preferences: Every correction or re-categorization your team makes is stored as a preference and applied automatically on future extractions.