Document Examination & Review

Automate your Finance Trading process with the Document Examination & Review Solution Accelerator. It allows you to process and approve transaction-related documents between sellers and buyers.

Unlock the potential of streamlined document processing with our comprehensive automation package. Designed using the ReFramework foundational framework, this solution caters to the complex steps involved in the Trading Finance Business. Tailored for efficiency, transparency, and reliability, this Solution Accelerator seamlessly guides transactions through key milestones.

The Solution Accelerators supports the automation of retrieving documents from various endpoints (email, network drives) and document validation against trade financing business rules.

It uses GenAI pre-trained models, for efficient data extraction, however it is also adaptable to other various models. With support for a variety of trading documents in terms of validation and data extraction such as: Letter of Credit, Bill of Lading, or Insurance Certificate, you are sure that your document digitization process is compliant and efficient.

If it is desired to refine the already provided models to resonate more closely with a particular document variant in their unique operational context, the models can be further trained. With the groundwork firmly in place, the implementation time can be reduced by weeks.

The use of UiPath Document Understanding Models utilizes UiPath AI Units.

· Use of UiPath Solution Accelerator DU Framework

· Extract, process, and validate Trading Finance Documents such as: Letter of Credit, Bill of Lading, or Insurance Certificate, with possibility to extend the document type realm

· GenAI capabilities included

· Assessment of Trading Finance Documents against business rules for new, incomplete, updated, or mismatched data

· Modular approach to processes for easy changes and easy configurations

· Reusable components architecture allowing development and usage across multiple automation solutions

· Configurable and scalable reporting options, through Data Service

· On demand error reporting for repetitive processes