Questions that we'd like to ask from DocQuery

[ankrgyl]

This discussion helps track a "dream list" of questions we'd like to be able to ask via DocQuery. They can and should expand beyond the scope of a single document.

[impirawil]

"redact assignee name"
"highlight assignee name"
"erase assignee name"
"tell me the assignee's name(s)"
"copy the assignee's name(s)"
"make a note of the assignee's name(s)"
"rename all contracts based on assignee name"
"move all contracts where the assignor is ABC Company to a new folder"
"are all of the signatures added that are required?"

[impirawil]

"delete all contracts where assignee name is empty"
"delete incomplete forms"
with a watcher: "send completed forms to such and such"

[impirawil]

"organize into separate folders based on contractor name"
"move all invoices where the ship to and bill to are the same to x folder"
"zip all files where the vendor name is Company name"
"create spreadsheet for all invoices with a different tab for each vendor"

[impirawil]

"summarize all invoices with account name, number, and total due"
"add up all of the totals"
"email each assignee a copy of the document where they appear"

[ankrgyl]

From Twitter

The 401k documents have standards that list fees.The challenge can be that most people have multiple funds in their portfolio (multiple documents).It would be useful to summarize fees for a portfolio (fees can be buried in prospectus) eg. https://www.capitalgroup.com/individual/investments/fund/amcpx#detail-page-dig-anchor

[TestDataGuy]

A more practical use for Docquery would be pulling data from brokerage monthly account statements (Schwab & Fidelity) to reconcile values in internal portfolio accounting software.

"Show me accounts that have different values for securities in their brokerage statement and our quarterly reports"

[ankrgyl]

Awesome thank you!!

[ankrgyl]

From LinkedIn

Show me all the invoices from 09-01 to 09-23 that were issued to Acme*

[impirawil]

"list the top earners and their 3 highest contracts by region for the years 2018-2022"
"who is the highest paying contractor?"
"create an interactive pie chart that shows the monthly spend for each vendor"
"create a contact list for all unique payers"
"how many people are past due by over a month. do blank with a list of any who owe more than $1000.000."