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TechMobius

Financial Data Extraction

Mojo Case Study

Problem Statement

Energy market information providers in the US had a specific requirement of extracting and processing information from complex documents, including tables, notes, and subsidiary data, is often labor-intensive and prone to errors. Current systems struggle to efficiently activate OCR layers for images and apply relevant business rules and formulae. We propose a model trained with Stochastic Gradient Descent (SGD) to automate these tasks, featuring capabilities for information extraction, rollback, and relearning to enhance accuracy and adaptability, seamlessly integrating into existing workflows.

Our solution

  • Document Analysis: Develop a model to accurately recognize and differentiate between tables, notes, and subsidiary data in documents. Ensure the model comprehends the context of the extracted information for precise processing.
  • OCR Layer Integration: Implement Optical Character Recognition (OCR) to process and extract text from images embedded within documents. 
  • Rule-Based Processing: Apply predefined formulae and business rules to the extracted data for consistent and accurate results.
  • Adaptive Learning: Integrate rollback, un-learn, and relearn functions to allow the model to adapt and correct errors over time.Facilitate continuous model improvement through iterative learning processes.
  • Efficient Training: Train the model using Stochastic Gradient Descent (SGD) to optimize performance and accuracy. Ensure efficient and effective model training to handle various document types and structures.

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    Benefits

    1. Improved Recognition: Accurate recognition of tables, notes, and subsidiary data ensures comprehensive document analysis and contextual understanding. Effective OCR layer integration and enhanced image processing lead to precise text extraction from images, reducing errors and manual intervention.
    2. Automated Information Extraction: Targeted extraction and automated handling of relevant data minimize manual effort and expedite the processing of complex documents.
    3. Consistent Application of Business Rules: The application of predefined formulae and business rules ensures consistent and accurate results, enhancing operational efficiency.
    4. Adaptive Model Functions: Rollback, un-learn, and relearn capabilities enable the model to adapt and correct errors over time, ensuring continuous improvement.

    Contact us for a solutions demo: