Case Study - From weeks of manual work to 25 minutes. Automated.
Built a production document intelligence platform for a major regulated financial institution. Complex business combination reports that previously required weeks of specialist work — now generated in under 25 minutes with full audit trail.
- Domain
- Regulated Finance / Document AI
- Year
- Service
- Document Intelligence, RAG, Evaluation
The problem
A regulated financial institution needed to produce complex business combination reports. Each report required pulling data from hundreds of source documents, cross-referencing regulatory requirements, and assembling a coherent narrative — all under compliance review.
The manual process took weeks. Multiple specialists. Inconsistent outputs. No audit trail linking conclusions back to source documents.
What we built
A production document intelligence system with:
- Ingestion pipeline processing hundreds of documents per report, with OCR and structured extraction
- Retrieval architecture tuned to measured accuracy targets using golden evaluation sets
- Grounded generation where every claim links back to a source document, page, and passage
- Evaluation harness with regression gates — no deployment without passing the test suite
- Full audit trail — what was retrieved, why, when, by whom
The system integrates into the existing workflow. No chat portal — actual buttons, actions, and API calls where the work happens.
- RAG Pipeline
- Grounded Generation
- Evaluation Harness
- Audit Trail
- Workflow Integration
- Report generation (was weeks)
- ~25 min
- Retrieval accuracy (measured)
- ~97%
- To first production version
- ~3 months
- Answers traceable to source
- 100%