Business Requirements

Our client is a banking and financial services provider who aims to deliver scalable solutions. They focus on customer-centricity and continuously explore technologies to optimize operational workflows and enhance user experiences. They faced challenges with their existing manual document processing processes as those were time-intensive and prone to errors, resulting in inefficiencies and higher operational costs.

To overcome these challenges, the business wanted an automated document data extraction solution to accurately identify attributes, extract relevant data fields, and assign confidence scores to ensure validation. The ultimate goal was to modernize document processing workflows while maintaining high accuracy and scalability.

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Solution

We developed an advanced document analysis solution, leveraging advanced AI technologies to automate data extraction, validation, and structuring.

1. Intelligent Data Extraction

To ensure accurate data capture, the system utilized YOLOv8 for object detection to identify key document elements such as tables, headers, and footers. Once identified, PaddleOCR extracted text from these regions, improving precision through noise reduction and resizing techniques. This enabled seamless structured and unstructured content processing, even for complex document layouts.

2. Automated Data Structuring and Validation

The extracted text was processed using a fine-tuned Azure OpenAI Large Language Model (LLM) to transform unstructured data into a structured JSON format. This step ensured that key attributes were accurately recognized, normalized, and parsed for further use. Additionally, confidence scores were assigned to extracted data, improving validation processes and ensuring high accuracy in financial transactions.

3. Seamless Integration and Scalability

The processed data was delivered via FastAPI-based RESTful APIs, enabling smooth integration with the client’s existing CRM and database systems. This setup allowed for real-time data processing, ensuring that high volumes of documents could be analyzed and stored securely. The centralized and scalable pipeline adhered to AI best practices and data security regulations, enhancing operational efficiency.

Story Highlights

• Enabling Seamless Integration with Existing CRM
• Minimizing manual tasks enhances accuracy
• Intelligent Data Extraction, turning it into actionable insights!

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