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Document review cut from three days to under an hour

B2B lending platform · 11 weeks

Document review cut from three days to under an hour

A lending team read every application pack by hand. We built an extraction and classification workflow with a human review queue, benchmarked on two years of their own files.

<1h

Median review time, from 3 days

96%

Extraction accuracy on live packs

3x

Applications processed per analyst

The Challenge

Each application arrived as a pack of statements, filings, and identity documents in inconsistent formats. Analysts read them end to end, and turnaround time was costing the business deals.

What We Built

Assembled an evaluation set from two years of historical applications with known outcomes before writing any production code.

Built extraction and classification for each document type, with confidence thresholds tuned against that set.

Routed low-confidence and high-value cases to an analyst review queue with the source passage highlighted.

Logged every model call and decision for audit, with accuracy tracked continuously after launch.

The Result

Analysts now review exceptions rather than reading every page. Median turnaround dropped from three days to under an hour, and the audit trail satisfied the compliance review on the first pass.

“They spent the first three weeks proving it would work on our worst files. That is why we trusted the rest of it.”

Chief Operating Officer
B2B lending platform

Engagement

Client: B2B lending platform

Industry: Financial services

Duration: 11 weeks

Start A Project

Stack

PythonClaudepgvectorFastAPIReactAWS

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