Classify documents, extract fields and connect related files into a business transaction workflow.
Original prototype interface · local fictional demo data.The system at a glance.
- System
- AI-assisted document operations
- Focus
- AI
- Status
- Prototype
The challenge.
Keep business documents connected to their transaction and next workflow step.
How the parts connect.
Ingestion, classification and extraction feed a shared transaction record and document workflow.
What it handles.
Document ingestion
Upload quotations and supporting documents with transaction context.
Classification
The processing layer identifies document types for the workflow.
Field extraction
Extract structured fields from uploaded business documents.
Document linking
Related documents share the same transaction context.
Transaction tracking
Review stages from quotation through subsequent commercial documents.
Document templates
Dedicated screens support purchase orders, invoices and collection documents.
Reporting
Filter transaction reports by company, date range and currency.
A workspace for each role.
Upload, transaction and reporting views provide separate entry points into the same process.
The work, end to end.
- 01Quotation
- 02Classification and extraction
- 03Transaction
- 01Transaction
- 02Supporting documents
- 03Workflow stage
- 01Transaction records
- 02Filters
- 03Reporting
Engineering focus.
React / TypeScript / Express / MongoDB / GridFS / AI document processing
Project infrastructure details are not published.
Inside the interface.
Original interface · Demo data
What we delivered.
An implemented document workflow prototype. The walkthrough uses fictional records in the original interface.