Document Copilot

Document Co-Pilot is an Azure-native AI platform that automates document processing using Generative AI and intelligent OCR agents. It can:

• Transport documents using ETL pipelines
• Classify document types
• Summarize content via VectorDB
• Enable smart document search
• Extract financial insights
• Automate KYC and underwriting workflows

1. Purpose & Vision

Enterprises handle massive volumes of documents—like invoices, contracts, and KYC forms—often processed manually, leading to errors and delays.Document Co-Pilot solves this with an AI-powered document intelligence system built on Microsoft Azure. It goes beyond OCR by combining Generative AI, LLMs, and multi-agent orchestration to read, understand, and act on documents—like a human, but faster and more accurately.
Vision: Transform static files into intelligent, queryable assets that enhance compliance, accelerate workflows, and reduce operational costs.

2. Target Audience

• Banking & Financial Services
• Insurance
• Retail & Manufacturing
• Healthcare
• Government & Public Sector

3. Core Features & AI Agents

1. Document Quality Agent
   Detects poor scans or incomplete uploads before processing.
2. Document Classification
   Auto-categorizes documents (invoices, POs, KYC, contracts) using AI-driven taxonomies.
3. OCR + AI Understanding (GPT/Mistral)
   Combines OCR for text extraction with LLMs for contextual understanding.
4. Talk to Your Document
   Enables natural language queries for easy access and insights.
5. Data Summarization Agent
   Condenses lengthy files into audience-specific summaries.
6. Signature & Stamp Detection
   Identifies and validates signatures and official seals for audit and fraud prevention.
7. Central Repository Agent
   Stores all documents securely in Azure Blob, SharePoint, or DMS systems for compliance and searchability.

4. Technical Architecture on Azure

Core Azure Components:

• Azure AI Foundry: Build, deploy, and manage AI agents at scale.
• Azure OpenAI (GPT/Mistral): Contextual summarization and Q&A.
• Azure Blob / SharePoint: Centralized document storage.
• Azure Functions / Logic Apps: Automated workflows.
• Azure API Management: Secure integration layer.
• Microsoft Entra ID: Access management and identity control.
• Azure Monitor & Log Analytics: Performance tracking and observability.

5. Business Impact & KPIs

• 80% faster document processing
• 90%+ accuracy in classification & extraction
• 50% lower back-office operational costs
• 100% audit readiness with centralized document repository
• Higher customer satisfaction via instant query responses

Document Co-Pilot transforms unstructured data into actionable intelligence—empowering organizations to automate, understand, and optimize their document workflows with the power of Azure AI.

https://www.wetransact.io/