Course Objective & Scope
Manually keying in data from invoices, contracts, delivery notes, bank slips and customer forms wastes time and introduces transcription errors. Where rigid template OCR breaks down, this course combines multimodal LLMs, cloud Document AI services and schema-enforced extraction to build end-to-end Intelligent Document Processing (IDP) workflows.
Participants practice document classification, line-item table extraction, mathematical and master-data cross-checks, and human-in-the-loop review on realistic business documents.
Who Should Attend?
- Finance, accounting, procurement and supply-chain operations teams
- Legal, insurance and banking units processing contracts, policies and applications
- Process automation, RPA and integration specialists
- Business analysts digitising document-heavy internal processes
Key Takeaways
- Classify incoming attachments and PDFs by document type and route them automatically
- Extract header fields and complex line-item tables as structured JSON using OCR and multimodal LLMs
- Run automated checks on totals, dates, tax IDs/IBANs and purchase-order matching
- Route low-confidence or rule-failing documents to a human review queue
- Write validated records safely into ERP, accounting or document management systems
Curriculum
Document Ingestion, Pre-Processing and Classification
- Capturing documents from email attachments, shared drives, scanners and portals
- Splitting multi-page PDFs, checking image quality and detecting document types
Choosing Between OCR, Document AI and Multimodal LLMs
- Matching tools to fixed forms, semi-structured invoices and free-text contracts
- Reading complex tables, stamps and layouts with vision-capable models
Schema-Driven Field and Line-Item Extraction
- Extracting header and line-item arrays with strict JSON schemas
- Normalising currencies, dates and units of measure
Validation Rules and Master-Data Matching
- Checking subtotal + tax = grand total and tax ID/IBAN formats
- Matching against ERP vendor records and purchase orders (POs)
Exception Review, ERP Posting and Archiving
- Human review and correction steps for low-confidence fields
- ERP/DMS posting, audit logs and compliant retention
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