Case Study · BFSI & Financial Services

Bond Document Intelligence — RAG Q&A over Scanned Financials

BFSI · RAG Pipeline · OCR + LLM · Document Intelligence · Source Traceability

The challenge

Unsearchable, untrusted documents.

Massive unstructured scanned documents

Bond and legal PDFs of 1,000–2,000+ pages with no text layer — manual review was completely impractical.

Complex nested financial tables

Dense, multi-level tabular data embedded across hundreds of pages required specialized extraction.

Hallucination risk with raw LLMs

Direct LLM usage over legal and financial content risked unverifiable, non-grounded answers.

No source explainability

Users needed full visibility into exactly which page and section each answer was derived from.

What we built

A grounded, traceable RAG pipeline.

OCR digitization & intelligent chunking

PaddleOCR extracts text and complex tables from scanned PDFs; context-aware chunking preserves table structures.

Multi-layer embedding strategy

Text embeddings for granular matching + summary embeddings for broader context, with metadata tagging.

Hybrid retrieval & relevance ranking

Semantic similarity, keyword retrieval, and metadata filtering combined with a custom ranking layer.

Grounded answers with PDF-level traceability

Responses generated strictly from retrieved chunks — UI highlights exact source pages and passages.

Results

Quantified outcomes.

2,000+

Pages processed — fully scanned, previously unsearchable.

Zero

Hallucination risk — answers grounded in retrieved content.

PDF-Level

Source traceability — exact page highlighted for every answer.

Reusable

RAG architecture — foundation for legal and finance AI.

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