Spread an operating statement
doc_spread_statementSpread a T-12, operating statement, budget or rent roll summary YOU read, onto FactLot's published chart of accounts (multifamily, commercial, or hotel after the USALI summary), deterministically; FactLot runs no model. Send the pages as text and one line per item: {label, amount, quote, page}, optionally your category, a period column, and for a subtotal the indexes of the lines it sums; give the statement's own totals (effective_gross_income, total_operating_expenses, net_operating_income, ebitda, ...) as lines with that total as category. Each line is checked: the quote is on the page (a quote under 12 characters, such as a short row, only where it stands as whole words), the amount (as a number, any common written form; (1,200) and -1,200 read as negative) and the label are written in it; a line that fails is excluded with the reason, and a stated total that does not foot names the lines left out. The label is mapped to the chart by keywords: your category is used when it is in the chart, and an exception flags it for review when the dictionary maps the label elsewhere; an ambiguous or unknown label without a category is excluded. Vacancy, concessions, credit loss and other contra lines are always subtracted. Returns per period the sections, the computed totals (EGI, operating expenses, NOI, capital items, net cash flow; for hotels departmental profit, GOP, EBITDA and NOI after the replacement reserve), whether each total and subtotal the statement states foots (within 0.5 per line added, or your tolerance), every line with its citation (document, page, quote, span) and status, statistics (units, occupancy, ADR), and exceptions to review. Not checked: whether the agent missed lines, and meaning beyond the written amount and label.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"document": "<document>",
"property_type": "<property_type>",
"lines": "<lines>"
},
"name": "doc_spread_statement"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lines | Yes | The statement's lines as you read them: every income, expense and capital line, the statement's own subtotals (with sums) and totals (with a total category), and statistics such as units or occupancy. | |
| period | No | Default period label for lines that give none. | |
| document | Yes | The statement's pages. | |
| tolerance | No | Largest difference, in the statement's units, at which a subtotal or total still foots. Default: 0.5 for each line added (rounding). | |
| property_type | Yes | Which chart of accounts to use: multifamily, commercial (office, retail, industrial), or hotel (USALI summary). | |
| statement_type | No | What the document is; echoed back. |