New Features 

Unlisted Investment Document types

You can now process documents related to unlisted investments, including those without APIR (Australian Prudential Regulation Authority Product Identification Registry) codes.

Documents are automatically mapped to the correct investment account using VMR lookup logic, based on the extracted investment name and description.

Newly Supported Document types:

• Distribution Statement that supports unlisted income 
• TD (Term Deposit) Maturity statement

Expanded compliance document Sub-type

VMR now supports more detailed classification of compliance documents through sub-types, improving organisation and retrieval experience.

Documents can now be automatically classified, tagged, and extracted with greater accuracy.

Newly supported document types and sub-types include:

• Death Benefit Nomination – Binding – Lapsing
• Death Benefit Nomination – Binding – Non-Lapsing
• Death Benefit Nomination – Non-Binding
• Corporate Trust Minutes & Resolution – Solvency
• Corporate Trust Minutes & Resolution – Other
• Limited Power of Attorney
• Enduring Power of Attorney
• Pension Commencement - Reversionary

Enhancements

Improved investment document tagging

Documents are now automatically tagged as Listed Investment or Unlisted Investment. These tags are included when publishing to your integrated document management system, helping improve document categorisation and search.

Fixes

Improved handling of unlisted investment fields

APIR and Security Code fields will no longer display as “Error” for unlisted documents. These fields will now remain blank where applicable, reducing confusion during review.

Other Updates

The list of supported document types has been updated.

See the full list here: What is the Difference Between VMR-Supported and Unsupported Document Models?