This week, we’re taking a look at automating the subject company lookup on SC13D/G filings. This is another request from a client, but I think it provides a good opportunity to look at automation of a pretty simple task that otherwise might be forgotten and overlooked by a busy operator. This script will trigger when a user opens a project file (a .GFP file), if and only if the project being opened is of document type SC 13D or SC 13G. These are the best kinds of tasks to automate, because they are specific, and easily forgotten by an operator. If the document opened meets these criteria, the CIK of the subject company will be looked up, and the name of the subject company will be looked up on the EDGAR system and entered into the name field. This is very useful if you have an automated system that is creating .GFP files (not very hard, it’s a pretty simple file format), but you cannot guarantee that system has access to the most current names of companies. For example, if the system generating the GFP files has an outdated database of names, you would want to make sure that the subject company is replaced with current information on file open. This is where our script comes in.
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