Trust document intelligence. The instrument, structured — humans in control.
The governing instrument controls everything, yet in most shops it lives as a PDF someone read once. A8 Core™ extracts the instrument’s operative terms into structured account rules — with every extraction reviewed and confirmed by a person before it governs anything.
What gets extracted
The operative terms an administrator reaches for every week.
Parties & succession
Trustees, successors, protectors, and the events that change them.
Distribution standards
HEMS and other standards, per beneficiary, per circumstance.
Powers & restrictions
Investment powers, prohibited actions, and consent requirements.
Situs & governing law
The provisions that determine which rules apply.
Human-controlled by design
No extracted term takes effect on its own.
Extract
Candidate terms are extracted from the instrument with citations to the source text.
Review
A qualified reviewer confirms, corrects, or rejects each term against the instrument.
Govern
Only confirmed terms become account rules — each traceable to page and paragraph.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.