AI DOCUMENT INTELLIGENCE PLATFORM

INDUSTRY

Financial Services & Insurance

TECHNOLOGIES

TensorFlow, Python, OpenAI, AWS

PROJECT DURATION

8 Months

PROJECT OVERVIEW

Built an enterprise-grade AI document intelligence platform that automatically extracts, classifies, and processes documents using advanced machine learning and natural language processing. The system handles invoices, contracts, claims, and correspondence with human-level accuracy.

The client, a major insurance company, was spending thousands of hours manually processing documents. Our AI solution automated 80% of their document workflows while maintaining 95% accuracy, enabling staff to focus on complex cases requiring human judgment.

KEY RESULTS

95%

Document extraction accuracy

80%

Reduction in manual processing

10x

Faster document processing

$2.5M

Annual cost savings

CHALLENGES & SOLUTIONS

CHALLENGE: Diverse Document Formats

The client received documents in 50+ formats including PDFs, scanned images, emails, and handwritten forms with varying quality.

SOLUTION: Implemented multi-modal AI combining OCR, computer vision, and NLP to handle any document format. Used ensemble models for robust extraction regardless of input quality.

CHALLENGE: Industry-Specific Terminology

Insurance documents contain specialized terminology and complex nested structures that generic AI models couldn't understand.

SOLUTION: Fine-tuned large language models on domain-specific data and created custom entity recognition models for insurance-specific terms, policy numbers, and claim references.

CHALLENGE: Compliance & Audit Requirements

Financial regulations required full traceability and explainability of automated decisions.

SOLUTION: Built confidence scoring with human-in-the-loop workflows for low-confidence extractions. Implemented comprehensive audit logging and decision explanation features.

CHALLENGE: Scale & Performance

System needed to process 100,000+ documents daily with sub-second response times for real-time applications.

SOLUTION: Deployed models on AWS with auto-scaling infrastructure. Implemented intelligent caching, batch processing pipelines, and optimized model serving with ONNX runtime.

AI CAPABILITIES

INTELLIGENT EXTRACTION

  • Named entity recognition
  • Table extraction & parsing
  • Handwriting recognition
  • Multi-language support

CLASSIFICATION & ROUTING

  • Auto document classification
  • Priority scoring
  • Smart workflow routing
  • Anomaly detection

TECHNICAL IMPLEMENTATION

AI/ML STACK

  • TensorFlow & PyTorch models
  • OpenAI GPT-4 integration
  • Custom NER with spaCy
  • Tesseract & AWS Textract OCR
  • LangChain orchestration

INFRASTRUCTURE

  • AWS SageMaker deployment
  • Lambda serverless functions
  • Redis caching layer
  • PostgreSQL + vector DB
  • Kubernetes orchestration

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