Regarding the AI File Renaming Agent, I'd like it to scan the document and list the account type. For example, according to our internal file naming convention statements should appear as:

2026.06.30 Chase 1234 CC

2026.06.30 Frost 3655 Ck

2026.06.30 SoFi 0003 Sav

The current version is very very close but still requires manual editing

Please and thank you in advance!