Subscription rules

Generate validation rules from a PPM and template, then open a run to map fields and edit rules.

Generate rules

Upload a PPM, a template, or both. An Excel workbook of validation-ready rules will be generated from the provided source documents.

Documents

PPM
Optional PDF — click or drop
Template
Optional PDF — click or drop

Link auto-templating run (recommended)

Select a Step 1 run to automatically use its template.json and original PDF for rule-to-field mapping. You do not need to upload them again below.

Optional uploads

Template fields JSON (template.json)
Only if not using a linked templating run — enables the mapping agent for each rule.
Extra fund-specific rules (JSON)
Optional — JSON array of strings or {"rules": [...]}.
Advanced — model context