AI Email Reader in RIVO

Automate Deal Creation for Outgoing Guarantees and Export LCs

RIVO's AI Email Reader makes it easy to generate deals without manually entering details. Whether you're uploading a document directly or setting up automated email processing, RIVO extracts the required information and creates a deal—ready for your review.

Option 1: Upload a Document in RIVO UI

Supports: Outgoing Guarantee and Export LC

When you initiate a new transaction, RIVO offers two options:

Create New	Generate using AI
Manually key in the transaction details	Upload a document (PDF or SWIFT) and RIVO will auto-fill the deal

How It Works:

Go to New Guarantee or New Export LC or Click Create with AI
Select Generate using AI
Upload your document:
- For Guarantees: PDF application or standard template
- For Export LCs: MT700 or structured PDF
RIVO will:
- Read and extract the data
- Allows users to edit some of the filed (Exact fields are listed below) from the extracted file
- Create the deal in "Issuance in Process."
You can then review, edit if needed, and move the deal forward

Extended Steps Supported

MT707 – Advice of Documentary Credit Amendment
MT770 – Acknowledgement of Receipt of Documents
MT780 – Advice of Settlement

Option 2: Send Documents via Email

You can also generate deals by sending documents via email to your unit’s unique RIVO address—ideal for centralized operations or integration with external parties.

Setup Steps:

Go to
Organization Profile → Integration → AI Email Reader Senders Set Up
Click + Add New
Select your target unit.
(e.g., HQ or a sub-unit that handles the deal)
Add an email domain or full address
(e.g., @surecomp.com or nishanth@client.com)
Click Save
Now, only those senders can create deals by email—and they’ll use the auto-generated address (e.g. RIV0X123@sandbox.rivo.trade) shown on the screen.

What You’ll Receive

After each email is processed, RIVO will send back:

✅ A confirmation email if the deal was successfully created
❌ An error email if validation fails, with a log detailing the issue

This gives your team full visibility, helping you act quickly and confidently.

Example: Export LC Creation

Let’s say your trade team receives MT700 messages from lc@yourcompany.com.

After setting up that address under AI Email Reader, your team can:

Forward the MT700 to your unit’s RIVO address
Receive an email response confirming the deal was created
Log in to review and finalize the deal—no retyping needed

Benefits at a Glance

Saves time by removing manual entry
Reduces risk with controlled, authorized senders
Supports industry formats like MT700
Keeps you informed with real-time status emails
Scales easily across teams and units

Editable fields before deal creation

Message / Guarantee Type	Editable Fields Allowed
MT700	• Dates: Expiry date, Start date • References: Beneficiary reference, Issuing bank reference • Amount & Currency: Deal amount, Currency Note: Bank/party names remain read-only
MT707	• Dates: Expiry date • Amount & Currency: Amendment amount, Currency
MT770	• Presenting bank reference • Presentation date • Document amount
MT780 (Outgoing Guarantee)	• Dates: Expiry date, Start date • References: Applicant reference • Amount & Currency: Deal amount, Currency • Expiry type: Fixed, Conditional, Unlimited
MT780 (Incoming Guarantee)	• Dates: Expiry date, Start date • References: Beneficiary reference, Issuing bank reference • Amount & Currency: Deal amount, Currency • Expiry type: Fixed, Conditional, Unlimited

Final Notes

Each unit has a unique RIVO “Email To” address
You can add multiple senders per unit
Unauthorized emails are ignored—ensuring secure usage
Error logs help you resolve issues quickly

With AI Email Reader, RIVO turns your email inbox into a smart entry point for automated, secure deal creation—saving time and ensuring accuracy from the start.

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