Simple is not easy

Cases

An automated document package validation system

How to automate the assembly, validation and storage of business documents with Python: an implementation case

Key takeaways

  • Intelligent Document Compiler: case study describes business context, KT.Team delivery approach and measurable value for enterprise teams.
  • Delivered by KT.Team. The CIS source page carries the full project story, metrics and interface screenshots.

Challenge

One of kt.team's clients, a large logistics company, processes thousands of shipments every day. This is a complex business process that involves multi-page paper document packages, digitizing them, and sending them to several information systems used by the company.

It was decided to build the automated document package verification system in Python, with support for machine learning and computer vision technologies.

Solution

We needed to develop a solution that would automate paper document processing, integrate into all of the client's business processes, and eliminate manual operations from the workflow.

Client challenge

Our clients had an entire department of around 50 people that processed document packages manually.

The main goal is to automate processes and reduce staff workload on paper and digitized document processing by more than half.

As part of the project, iCdocs was developed - an intelligent system for automated verification and sorting of document packages, built with Python.

What iCdocs checks

Digitizing paper documents

The operator loads the document package into the scanner. iCdocs starts the scanning cycle.

Converting images to text

Converts scanned images to text, identifies the document type, and determines the number of pages.

Document verification

The operator can assess whether the data on the documents has been recognized correctly and mark fields that do not match reality.

Document package assembly

Reads the legal entity name and recognizes the order and shipment number. Retrieves information about counterparties, deals, and deliveries from accounting software. Checks whether page numbers are present and how many pages the document contains, then combines all pages into a single document. Groups documents with a common attribute (invoice number, trip number, counterparty) into one package.

Intelligent Document Compiler: case study
An automated document package validation system

We'll curate materials for your task

We'll reply within 30 minutes and send relevant cases, diagrams, or analyses tailored to your context.

Send to external applications

If needed, iCdocs can be integrated into any company document management system and used to send document packages to accounting applications and repositories, both CIS and international.

Document storage

iCdocs stores backup copies of the documents processed in it, with the ability to view the change history and who made each change.

Development results

The automated document package verification system can process several document packages at the same time. At the start of development, we were able to reach about 80% recognition accuracy.

Work on the project is still ongoing, and we plan to improve the recognition algorithms, getting as close to 100% as possible.

Many paper documents

With different counterparties, both EDI and paper document workflows are used. Everything needs to be brought into a single system to make control easier.

Many orders every day

Each order comes with a document package. Incoming packages must be checked quickly for completeness, verified, sorted, and passed on for further processing.

Multiple legal entities

Several contracts have been signed with partners for different legal entities. The completeness of each package must be checked for every contract, as well as the accuracy of each document (the legal entity, seal, and signature match what is specified in the contract).

Multiple contracts

Several contracts have been signed with each partner, with varying terms of cooperation (different carriers, different payment methods or approaches, etc.).

Many suppliers

You work with hundreds or thousands of counterparties. For each one, a large document package must be checked.

iCdocs is built with Python

A key advantage of projects developed in Python is the ability to implement machine learning and computer vision.

Python is a versatile, object-oriented programming language.

More about Python

Contacts

Let's Discuss Your Project

Leave your current contact details and describe your task. We will come back with clarifying questions and a proposal for the next step.