Financial services · Financial Services
Agentic document processing
90% extraction accuracy
Context
A financial services firm needed to automate extraction and validation of data from varied document types (invoices, contracts, KYC forms) with high accuracy and auditability.
Challenge
Document formats varied widely. Simple template-based extraction failed on edge cases. Human review was still needed for ~40% of documents. Compliance required full traceability.
Approach
We built an agentic pipeline: a router agent classifies documents; extractor agents handle type-specific fields; a validator agent checks consistency and flags low-confidence extractions for review.
Solution
LangGraph orchestrates multi-step extraction. Each step is logged for audit. Low-confidence outputs are routed to a human-in-the-loop queue. Integration with existing CRM and workflow tools.
Impact
90% of documents now processed without human touch. Extraction accuracy improved. Full audit trail for compliance. Processing time per document reduced by 70%.