Financial services · Financial Services
Agentic document processing
90% processed without human touch
Context
A financial services firm needed to automate extraction and validation of data from varied document types like invoices, contracts and KYC forms, with high accuracy and full auditability.
Challenge
Document formats varied widely. Template-based extraction failed on edge cases, human review was still needed for around 40% of documents, and compliance demanded complete traceability.
Approach
We built an agentic pipeline: a router agent classifies documents, extractor agents handle type-specific fields, and a validator agent checks consistency and flags low-confidence extractions for human review.
Solution
LangGraph orchestrates the multi-step flow, each step logged for audit. Low-confidence outputs route to a human-in-the-loop queue, and the system integrates with existing CRM and workflow tools.
Impact
90% of documents now processed without human touch. Extraction accuracy improved, a full audit trail supports compliance, and processing time per document dropped by around 70%.