In partnership with Compass UOL, the institution's two departments developed an innovative solution to analyze documents, process relevant information, and automatically integrate it into the financial institution's case management system.
By leveraging OCR techniques and data vectorization, it was possible to significantly reduce the time required for processing and inputting information into the systems.
Within the legal context, the challenge was to improve document and deadline management, automatically identify relevant information of interest to Sicredi in legal documents and directly integrate it into Sicredi's case management system.
We implemented a tailored approach to meet the specific needs of processing diverse documents, such as text files and PDFs containing images and/or text.
Our method includes preprocessing with OCR, applying reliability criteria to validate the extracted information, and using an advanced combination of data vectorization and prompt engineering.
This solution delivers a structured document ready to be integrated into Sicredi’s legal process management application. Some of the benefits include:
- Accurate extraction of critical information for legal analysis and efficient process management;
- Workflow automation with fewer errors and enhanced operational efficiency;
- Flexible adaptation to each client’s specific needs, ensuring personalized and relevant results.
The automated solution,
in addition to reducing the time required to process simple documents from an average of 30 minutes to approximately 2 minutes and 50 seconds per document, also optimized the handling of more complex cases, which previously took three to four days of work and can now be completed in an average of 15 minutes.
Freed from the labor-intensive task
of manually processing document analysis, the legal analysts in the Legal Operations Management team at Sicredi's Legal Department can now focus on more complex and high-value activities for the department.
The solution
was able to extract data from legal documents without the need for adherence to a specific formatting or structuring standard, maintaining high reliability in interpreting the information and strengthening the ability to provide superior legal services to its members.
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