An energy trading organization was processing confirmations through a repetitive sequence of email handling, ETRM searches, and field-by-field validation. Each document had to be downloaded, reviewed, associated with the right trade, and checked against ETRM data, even when all confirmation details matched. When a discrepancy in price, quantity, date, product, or other trade attributes was found, the process moved into investigation, communication, correction, and another round of matching.

Value Creed’s RAZOR transformed this workflow through AI-driven document processing, reading and interpreting incoming confirmation documents, extract trade attributes, and match them against the corresponding ETRM records. Rather than sending every confirmation through the same manual review cycle, the workflow surfaces only the fields that require attention. Corrections can then trigger re-matching, while communication and status tracking remain part of the same process.