Bulk Documents Classification & Extraction Automation with Python and AI
USE CASE
Documents Classification
INDUSTRY
Loans & Real Estate
HOURS RECLAIMED
40 man-hours per month
COST SAVINGS
$1500+ per month
A&M Investment encountered bottlenecks in their mortgage pre-assessment process. Customers submitted bulk PDF documents containing various official documents (Deed of Trust, Warranty Deed, ID proofs, etc.). Manually classifying, splitting, and organizing these documents for internal evaluation was time-consuming and resource-intensive.
A&M Investment, a San Antonio-based, family-owned real estate developer and note investor, prioritizes building long-term relationships and boasts expertise in Texas promissory notes. They develop subdivisions and apartment buildings while serving customers across the state.
Algorythum Engineered Solution
At Algorythum, we pride ourselves on crafting automation solutions designed to deliver maximum impact with minimal ongoing maintenance. In the case of A&M Investment, this meant tackling their document workflow challenge with a two-pronged approach: : one end-to-end automation for seamless processing and a human-in-the-loop solution to handle any edge cases.
1. End-to-End Automation:
- Google’s Document AI: Trained on A&M Investment’s historical data, this AI accurately recognized different document types within bulk PDFs.
- Python Integration: Handled file uploads from the client’s web app and deployed the solution on Google Cloud Platform.
- DocPro AI (client-named): This intelligent system classifies and splits the documents, and uploads them to the designated CRM and database tables.
- Email Notifications: Alerted internal teams when documents were ready for evaluation.
2. Human-in-the-Loop Automation:
- Attended Bot: Addressed edge cases where AI-based splitting was unsatisfactory. Users could specify page numbers for manual document extraction.
- Python Flexibility: Developed this extension, offering more control than typical RPA tools.
Technologies Used
Impact & Benefits
- Cost savings: Eliminated 40 hours/month manual repetitive work per resource, and saving over $2,500 annually from SaaS and RPA subscriptions.
- Turnaround time: Reduced by 95%, completing tasks within minutes instead of days.
- Reduced human dependency: Increased process independence with minimal human intervention.
- Employee satisfaction: Freed employees from repetitive tasks, fostering a sense of purpose and improved satisfaction.
Bespoke Automation,
Maintenance in Hibernation
Our solutions cut your business automation expenses by 90%.
Because that's the real cost.
- contact[at]algorythum.com
Phone
- +91 8886 10 1414