The Challenge
A global investment bank was drowning in document volume. Thousands of trade confirmations, KYC files, and regulatory filings arrived daily — all processed manually by operations and compliance teams. The process was slow, inconsistent, and expensive, with analysts spending hours on data entry instead of analysis. Errors were frequent, escalations were costly, and audit trails were incomplete.
The Solution
We deployed an Intelligent Document Processing pipeline using UiPath Document Understanding, AWS Textract, and Azure Form Recognizer. The system automatically classifies incoming documents by type, extracts key fields using machine learning and semantic analysis, and validates extracted data against source systems. Exceptions requiring human review are flagged and routed automatically — maintaining quality without creating bottlenecks. The pipeline runs 24/7 across all document types with no manual intervention required for standard cases.
The Impact
Processing time was reduced by more than 50%. The operations team was reallocated from manual data entry to exception handling and oversight — a fundamental shift in how the function operates. Thousands of documents are now processed daily with consistent accuracy, complete audit trails, and zero keying errors on automated flows.
Reflection Question: How many analyst hours per week are consumed by document processing in your operations? What would a 50% reduction in processing time unlock for your team?
Ready to eliminate manual document handling from your operations? Let's talk about what an IDP pipeline could look like for your institution.