Smart Convert
Turn unstructured disclosures into governed, reusable data
From documents to data — without breaking your control framework
Regulatory and product disclosures arrive in many formats: PDFs, Word files, HTML pages, vendor templates, industry templates and language variants. While these documents contain critical information, they remain operationally isolated — difficult to reuse, compare, or control systematically.
Smart Convert transforms unstructured disclosure documents into structured, machine-readable data, creating a reliable foundation for oversight, comparison, and compliance workflows across your organisation.
Instead of repeatedly interpreting the same documents across teams, systems, and vendors, Smart Convert establishes a single, governed data layer that can be reused consistently, aligned with defined validation and control processes.
Why Smart Convert
As long as key information only exists in documents, organisations are forced to rely on manual extraction, fragmented spreadsheets, and sampling-based checks that do not scale with regulatory complexity. Smart Convert removes this structural bottleneck by making disclosure data systematically accessible, comparable, and reusable, without requiring fundamental changes to your existing production setup.
Measured Impact
Up to 60–80% reduction in manual effort
Based on observed results in selected use cases, organisations can significantly reduce time spent on document handling, extraction, and reconciliation, depending on document complexity, scope, and governance setup.
Immediate availability of structured information
Data becomes usable as soon as documents are available, for review, reporting, and oversight activities.
How Smart Convert Works
AI-assisted document understanding
Smart Convert uses AI-assisted techniques to analyse PDFs, Word files and other formats, identifying relevant information while preserving structure, context, and document lineage. AI outputs are designed to have a "human-in-the-loop".
Structured data extraction
Information is extracted into predefined, standardised data models, enabling consistent use across teams and processes. Typical data points include costs, risks, performance metrics, ESG indicators, and narrative disclosures.
Reusable data foundation
Extracted data becomes a reusable asset. The same structured dataset can be reused for comparison, rule-based checks, reporting, and analytics, subject to the organisation's governance, validation, and control processes, without repeated document interpretation.
Smart Convert is typically the first step in a broader oversight framework. Once data is structured, it can be reused across Smart Compare and Smart Control.
Typical Use Cases
PRIIPs KID data extraction
Extract costs, risk indicators, performance scenarios, and narrative sections from PRIIPs KIDs to enable structured reuse, comparison, and downstream review and control processes across products, versions, and languages.
UCITS KIID structuring
Structure key investor information such as charges, risk-reward profiles, and past performance to support consistency checks, updates, and governance-related review processes as well as analytics.
Prospectuses & factsheets
Convert lengthy factsheets into structured datasets to support oversight, vendor comparison, preparation for regulatory reporting, and internal governance.
ESG and sustainability disclosures
Extract and standardise ESG-related data points from sustainability disclosures to support internal governance, reporting, and downstream consistency checks and review activities.
Vendor-produced documents
Structure data from documents produced by external service providers to enable transparency, comparability, and effective vendor oversight.
Internal and operational documents
Apply Smart Convert beyond regulatory disclosures to internal templates or operational documents to establish a consistent, reusable data foundation across the organisation.
Designed for regulated environments
Expert-defined data models and extraction scopes
Transparent data lineage from source document to output
Explainable results with full traceability
Seamless integration into review and validation workflows
Decision-support, not autonomous decision-making
Smart Convert provides structured, machine-readable data to support review, comparison, and oversight activities. It does not make autonomous regulatory, legal, or compliance decisions. Due to the "Human-in-the-loop" concept the user remains in control for interpretation, validation, and any resulting use of the data.
GDPR-aligned processing model
Smart Convert processes documents solely on client instruction. Kreios acts as a data processor under applicable data protection laws, applying appropriate technical and organisational measures to protect personal and confidential data in line with GDPR requirements.
Ready to eliminate manual extraction?
See how Smart Convert helps you move from document-driven processes to governed, reusable data — without disrupting existing production processes.
Get in touch