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TechMobius

Streamlining Utility Bill Processing through Process Automation

Document Intelligence Case Study

Problem Statement

Our client, a global real estate solutions company, struggled with manual utility bill processing. They manually sorted gas, water, and electricity bills, leading to frequent errors. They sought to improve operations by automating tasks such as monitoring incoming emails, extracting data from PDF utility bills, and generating necessary outputs.

Our solution

Mobius has developed a fully automated workflow designed to streamline and coordinate various process steps,

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    Email Monitoring: We utilized Power Automate to monitor email inboxes for new utility bills, ensuring prompt processing without manual intervention.

    Classifier Component: A classifier component was developed to categorize utility bills into categories such as Gas, Electric, and Water. This component moved the bills to respective processing folders stored in Azure Blob Storage, ensuring efficient organization.

    Attachment Handling: We developed a Python component to efficiently split attachments, especially consolidated PDFs, into individual bills. This step was crucial for seamless downstream processing and ensured that each bill could be processed independently.

    Azure Document Intelligence: We utilized Azure’s Document Intelligence service to analyze and extract required data elements from the invoice PDFs. While this service provided valuable insights, additional post-processing was required to extract missing values and perform cleansing and normalization activities.

    Python-based Post-Processing Component: To address the limitations of Azure Document Intelligence, we developed a custom post-processing component. This component was responsible for extracting missing values, performing data cleansing and normalization, and preparing the data for further processing.

    Output Preparation: We developed a Python-based component to map the extracted, calculated, and normalized values into the final output schema. This component generated CSV outputs in the desired format, ready for use by downstream systems.

    Automated Validation Alert Mechanism: Finally, we developed a Python-based validation component to validate the outcome of each step and have enabled automated email alerts on validation failures or any other errors/exceptions.

    Benefits

    • Enables users to process large volumes of documents without running out of resources, achieving 30% cost savings.
    • The entire system operates in the cloud and is serverless, ensuring improved efficiency.
    • The components are independent and can integrate smoothly with other services, assuring a 90% accuracy rate.

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