AI Document Processing Pipeline
Client: NexGen Financial
A mid-size financial services firm was processing thousands of client documents monthly — loan applications, KYC packets, compliance filings — almost entirely by hand. Document review was the single largest bottleneck in their client onboarding process, with new accounts taking an average of 11 business days to activate. Compliance staff were overwhelmed, errors were frequent, and the firm was struggling to scale without proportional headcount growth.
Canviz designed and deployed an intelligent document processing pipeline using Azure Document Intelligence for extraction and GPT-4 for classification and validation. The system automatically identifies document types, extracts structured data fields, cross-references against business rules, and flags exceptions for human review. A lightweight .NET API layer integrates the pipeline into the firm's existing onboarding workflow without requiring a full systems replacement.
End-to-end document processing time dropped from an average of 11 days to 2.4 days. Manual review volume fell by 80% — staff now focus exclusively on flagged exceptions rather than routine documents. The firm onboarded 35% more clients in Q1 post-launch without adding compliance headcount, and error rates in extracted data fell below 1%.
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