ML enabled Financial Analysis for Data Insights | Generative AI | GPT

ML enabled Financial Analysis for Data Insights

Actionable Insights from PDFs with Power of AI Model

Gen AI Solution Architecture

Technology Stack

Problem Statement

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Manual Data Extraction: The client faced difficulties in manually extracting company details from PDFs provided by Governmental Institutional Bodies, resulting in inefficiencies and resource constraints.

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Non-Roman Text Encodings: Handling non-Roman text like Arabic and Pashto characters posed a major challenge, requiring specialized encodings for accurate extraction and representation.

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Confusion of Characters: The complexities of non-Roman characters within the PDFs often caused confusion during data extraction, resulting in inaccuracies and errors in the extracted information.

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Improper Outputs: The current extraction methods produced inaccurate outputs with non-Roman text, making it hard for the client to trust the data for critical decision-making.

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Lack of Scalability: The client struggled to scale the data extraction process manually for a large number of PDFs using traditional methods, hindering their ability to meet the increasing demand for data processing.

Solution Overview

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OptiSol partnered with a prominent fintech provider to implement automated data extraction solution using Generative AI space.

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The solution efficiently identifies and extracts company names, addresses, important dates, and related details from semi-structured Arabic PDFs.

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Preprocessing removes watermarks to improve extraction accuracy.

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OCR technology is used to extract text from PDFs, ensuring proper handling of Roman and Arabic characters.

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The solution intelligently tags headings, paragraphs, and indexed list items, extracting required fields with keywords and converting them into multi-paged spreadsheets.

Business Impact

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Faster Data Processing: Overcoming non-Roman text issues and converting PDFs into tabulated data improves data processing speed.

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Accurate Information: Increased accuracy over manual processing ensures reliable data for better decision-making.

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Enhanced Data Accuracy: The solution's ability to handle Roman and Arabic characters accurately ensures reliable data extraction, minimizing errors and enhancing the quality of extracted information.

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Increased Productivity: The automated data extraction process allows the client's team to focus on higher-value tasks, leading to improved productivity and resource optimization.

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Competitive Edge: Streamlined data extraction gives the client a competitive advantage in making faster and more informed decisions than competitors relying on manual methods.

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