Intelligent Document Processing for FSI with AI Agent

Unstructured Financial Docs Block Business Insight: Financial institutions are overwhelmed by unstructured document workflows across operations, compliance, and customer interactions. Processing loan applications, contracts, statements, and regulatory filings is time-consuming, error-prone, and resource-intensive. Without automation, these documents remain underutilized. This slows decisions, increases operational risk, and drives up costs in a heavily regulated environment.

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Overview

Transform Unstructured Docs into Business Intelligence: Our solution helps financial institutions automate document intake, classification, and data extraction using AWS-native services and AI Agents. The solution is designed with modular, secure, and compliant architecture that streamlines operations, boosts accuracy, and shortens time to decision while meeting strict financial regulatory standards such as SOX, FFIEC, and GDPR.

Where We Can Help

Automated Loan App Processing: Extract applicant data, income verification, and supporting documentation in minutes to accelerate approvals and reduce manual workload.
Regulatory document Compliance: Automatically classify, extract, and validate information from regulatory filings, ensuring full audit trails and adherence to SOX, FFIEC, and other frameworks.
Contract & Statement Review: Parse key terms, obligations, and financial figures from contracts, bank statements, and disclosures to improve risk assessment and downstream automation.
Customer Onboarding & KYC: Streamline document verification and identity checks by extracting and validating structured data from IDs, proof of income, and utility bills.

Deliverables

Assessment Report: Use case prioritization, data quality analysis, and compliance requirement mapping
Reference Architecture: Secure, scalable templates for document ingestion, extraction, and enrichment using AWS native services
Custom Model Specifications: Tailored training data plans, model benchmarks, and business logic mappings for financial documents
Production-Ready Deployment: CI/CD pipelines, role-based interfaces, and full integration with your operational and compliance systems.

How it Works with AWS Our solution brings together powerful AI and AWS services to automate every step of the document processing journey. It handles everything from ingesting and classifying documents to extracting insights and supporting real-time decisions using, but not limited to, the following:

Document Ingestion & Classification Layer: Amazon S3, Amazon Textract, Amazon Comprehend, AWS Lambda, Amazon API Gateway
Data Extraction Engine: Amazon Bedrock, Amazon SageMaker, Amazon Textract, AWS Step Functions, Amazon DynamoDB
Data Correlation & Enrichment Layer: Amazon Neptune, Amazon OpenSearch, AWS Lambda, Amazon DynamoDB, Amazon Kinesis Data Streams
Decision Making & Analytics Engine: Amazon SageMaker, Amazon Bedrock, Amazon QuickSight, AWS Lambda, Amazon CloudWatch
Decision Validation & Human-in-the-Loop: Amazon Cognito, AWS AppSync, Amazon S3, Amazon Simple Email Service, AWS Lambda
Orchestration & Workflow Management: Amazon EventBridge, Amazon SQS, AWS Step Functions, Amazon DynamoDB Streams, AWS Lambda
Monitoring, Governance & Compliance: AWS CloudTrail, Amazon CloudWatch, AWS Config, AWS KMS, Amazon Macie, AWS Cost Explorer
Cross-Cutting Infrastructure Services: Amazon VPC, AWS WAF, Amazon Route 53, AWS Systems Manager, Amazon ECR

Highlights

Automate, Extract, and Comply with Confidence
Implement document pipelines, train models, validate workflows through real-world pilots and UAT
Enhance continuously through quarterly optimization, retraining, and adapting to new regulations

Details

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Caylent

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Pricing

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