AI document intelligence for a financial services provider
An LLM-powered document processing pipeline on Azure that cut client onboarding review time by 70% with full human-in-the-loop controls.
- 70%
- Review time reduced
- 2×
- Analyst throughput
- 100%
- Decisions human-approved
The challenge
Client onboarding required analysts to manually review hundreds of pages of KYC and legal documentation per case. Review quality varied, backlogs grew, and compliance needed every decision traceable.
What we did
NotionwaveTech built a retrieval-augmented document intelligence pipeline on Azure OpenAI: documents are classified, key facts extracted and cross-checked against source passages, and exceptions routed to analysts with cited evidence. An evaluation suite measures extraction accuracy on every release, and no case closes without human sign-off.
The result
Average review time per case fell by 70%. Analyst throughput doubled while escalation quality improved, and the compliance team approved the system for production use with full audit traceability.