Overview
Capital Markets Support lets a firm switch Harvest between a standard brokerage configuration and a configuration tuned for Capital Markets (debt and equity) workflows — lenders, quotes, and term sheets — without setting up objects one by one.
Prerequisites
- Permission Set Required: Harvest Admin
Selecting the xRE or Capital Markets Preset
- In the Harvest Admin Console, open the Objects tab.
- Use the preset control to apply either the standard xRE preset or the Capital Markets preset.
Applying the Capital Markets preset configures the Capital Markets objects with descriptions the AI parser uses to understand what each object represents, and enables the Capital Markets record type on Deal - together, this lets the parser correctly interpret and generate suggestions for financing-related emails.
You're not limited to what the preset provisions by default: enable additional objects to have Harvest tuned for both brokerage and financing scenarios at the same time.
How Capital Markets Parsing Works
- When Capital Markets objects are enabled and accessible, Harvest automatically routes parsing to the Capital Markets instruction - no per-email mode selection needed. If Capital Markets objects are not enabled, Harvest falls back to the Broker instruction.
- Suggested Capital Markets records (Deal, Deal Source, Term Sheet) are named using consistent per-object naming conventions, making it easier to recognize duplicate deals versus new deals. Admins can customize these conventions to fit their business needs.
Capital Markets Duplicate Rules
Harvest can also auto-generate a pre-configured set of Capital Markets duplicate rules from the Admin Console. See the Predefined Duplicate Rules for Capital Markets Objects section of Configuring Duplicate Rules for Harvest.
If the issue persists, contact your Ascendix representative.