Automated document processing tool

Our partner’s web platform for customer financial management needed an upgrade to its data processing, OCR accuracy, and document validation tools. To start, we automated data extraction and validation, but challenges with their database led to modifying their data management system. After an in-depth analysis of both MySQL and MongoDB, we ultimately chose MongoDB to be their new data management system, because of its flexibility and easy handling of unstructured financial documents. We also built a document validation system to catch any errors in their data and suggest corrections.

The next step was developing an API service to receive scanned PDF documents, automatically parse them with OCR, and return structured JSON outputs. We used REST as a communication protocol for data encryption, and our work was complete. We overhauled our partner’s inefficient data processing practices and delivered a new system to automate repetitive work, making document processing more efficient and accurate.

Project outcomes

1. Automated document processing and improved accuracy with precise data extraction and validation.
2. Highly secure management of financial data in compliance with best practices and industry regulations.
3. Efficient document correction with automated suggestions.