DATE
16/09/2022
V500 Systems
See how we built a large scale document intelligence and analysis solution.
Document Intelligence
Document Workflows
Services
AI Research and Development
Category
Document Analytics
Client
V500 Systems
Problem Statement and Challenges
As all our projects, we started with domain understanding, there are several sectors which has documents heavy business workloads eg., Insurance, Legal, Compliance, Healthcare etc. All of these have a one major core use case, extracting crucial data from these documents to further analyse or reconcile it with data in other systems or documents.
This had some fundamental challenges as listed below
Documents can be of any type : PDF, Text, Excel etc.
PDF documents can be electronic or scanned
Documents can be of any length 1 page to 2k pages
Documents can be in any number of quantities
Just extracting data is not enough, the source needs to be highlighted from where the answers are found.
Solution
Without wasting any time we started working on the core research.
Extraction is an Art : We created scalable pipelines based on the document types.
For example
Extracting data from scanned documents, needs OCR plus also the layout information
Extracting data from excel needs a different parser and should have natural language querying capabilities but also should have capabilities to answer analytical queries.
The next part was to store the extracted data in a smart way, our research on the various kind of queries compelled us to store the contextual data in unique planned manner, since the queries can be
Precise - finding particular entities
Multi Hop - answer spread across multiple passages and pages
Summarisation - summarised answer over multiple passages
Our innovative approach and in-depth research by analysis of all the latest academic research papers/white papers helped us build the solution combined with our cloud expertise to scale it up to handle hundreds of documents at a time.
Results
The result is a state-of-the-art document intelligence solution that goes beyond simple extraction, providing context-aware insights, audit-ready traceability, and enterprise-grade scalability. This empowers businesses to automate reconciliation, compliance checks, and analysis at scale—transforming document-heavy workloads into actionable intelligence.
