Overview
Rainmaker Intake helps agencies extract account assignment information from client documents and create accounts in ACE.
Before documents can be processed, a Rainmaker Intake Profile must be created and configured. The profile determines how documents are interpreted, how data is extracted, and how information is mapped to ACE fields.
After a profile is configured, documents can be uploaded, reviewed, and approved before accounts are created in ACE.
How to Access
Select Accounts from the main menu.
Select Rainmaker Intake.
The Rainmaker Intake menu includes:
Profiles – Configure document extraction profiles.
Upload Documents – Upload documents for processing.
Review Queue – Review extracted account information before creating accounts.
Image Displays Rainmaker Intake Menu Options
How Rainmaker Intake Works
Rainmaker Intake follows this process:
Create a profile.
Upload sample documents and analyze the document layout.
Review and update field mappings.
Save the profile.
Upload documents for processing.
Review extracted account information in the Review Queue.
Approve, reject, or requeue records.
Create accounts in ACE.
Before You Begin
Gather documents that represent the format received from the client.
Rainmaker Intake supports:
PDF Mode – Upload a Summary PDF and Detail PDF.
ZIP Mode – Upload a ZIP file containing related PDFs.
Do not upload both formats at the same time.
Create and Configure a Profile
A Rainmaker Intake Profile defines how documents from a specific client should be interpreted. The profile stores:
Document extraction rules
Field mappings
Extraction instructions
After a profile is configured, it can be reused to process future documents that follow the same format.
Step 1: Create a Profile
Navigate to Accounts → Rainmaker Intake → Profiles.
Click New.
Select the client.
Enter a profile label.
Image Displays Example Rainmaker Intake Profile
Step 2: Upload Sample Documents for Analysis
Click Upload A Sample And Draft The Rules.
Select either:
PDF Mode to upload a Summary PDF and Detail PDF, or
ZIP Mode to upload a ZIP file containing related PDFs.
Click Choose File.
Select a sample document.
Enter a description if needed.
Click Analyze Sample Layout.
Rainmaker Intake analyzes the sample document and automatically generates a draft profile configuration.
Image Displays Step 2 Example of Creating a Rainmaker Intake Profile
Step 3: Review Suggested Configuration
After the analysis completes, Rainmaker Intake suggests configuration settings, including:
Document shape
Multi-account settings
Maximum page count
Extraction instructions
Wizard summary
Document Shape describes the layout and structure of account information within a document. Rainmaker Intake uses the document shape to determine how account data should be extracted and mapped to ACE.
Supported document shapes include:
SINGLE_PAGE_ACCOUNT – Each account is contained on a single page.
SINGLE_ACCOUNT_SUM_BALANCE – A document contains summary and balance information for one account.
MULTI_ACCOUNT_SHARED_FORMAT – A document contains multiple accounts that follow the same layout and format.
Review the suggested settings and make any necessary adjustments.
Step 4: Review Field Mappings
Click Map Fields.
Review the suggested field mappings generated from the sample document.
Use this screen to:
Verify that document fields are mapped to the correct ACE fields.
Review sample values extracted from the document.
Update mappings if any fields were assigned incorrectly.
When finished, click Apply Mappings to Profile.
Please Note:
The mapping preview is used to configure the profile and does not create Review Queue records.
Image Displays "Apply Mappings to Profile" Button
Step 5: Save the Profile
Before saving, verify:
The document shape.
Required fields are mapped.
Field mappings are correct.
Extraction instructions accurately describe the document layout.
Click Save.
The profile is now ready to process documents using the configured format.
Image Displays "Save" Button in Example Rainmaker Intake Profile
Upload Documents for Processing
After the profile has been configured:
Open the profile or navigate to Accounts → Rainmaker Intake → Upload Documents.
Click Upload Documents.
Select the profile.
Click Choose File.
Select the PDF or ZIP file to process.
Enter a description if needed.
Click Upload.
Rainmaker Intake processes the uploaded documents using the selected profile and creates records in the Review Queue.
Image Displays Upload Rainmaker Documents Section
Review Queue
After documents are processed, review the extracted account information in the Review Queue.
For each record, you can:
Review the extracted data.
Correct information if needed.
Approve the record for account creation.
Reject the record.
Requeue the record for additional processing.
Only approved records are used to create accounts in ACE.
Image Displays Review and Approve Rainmaker Upload Documents
Image Displays Account Created
Best Practices
Start with one client and one document format.
Use documents that contain complete account information.
Review all suggested mappings before saving the profile.
Verify required fields are mapped correctly.
Keep extraction instructions clear and specific.
Update mappings and extraction instructions when recurring issues are identified.
Test a small number of documents before processing large volumes.