Automated Document Analysis & Reporting System

Seeking a tech-savvy professional to establish an automated system leveraging ChatGPT and Make Automation. The aim is to: - Automatically extract specific information from a variety of documents including Word, PDF files, Excel Spreadsheets, and Scanned documents - Thoroughly analyze extracted content including text, tables, charts, and images for compliance and precision - Automatically generate comprehensive reports based on extracted information for easy reference For this task, proficiencies in AI, Machine Learning, ChatGPT, and automation are necessary. Likewise, experience in OCR technology for processing scanned documents will be valuable. Not only should the candidate be detail-oriented - they should also be adept at debugging and ensuring the system seamlessly integrates with our existing customer service processes. The above was generated from Freelancer. Below is more information in my words: I have been trying to design prompts to make my business more efficient. I have come up with a 10-step prompt process, but it doesn’t give me the result that I want, so here I am seeking your help. Firstly, and this will kill this idea straight away, can we create a prompt that will correctly extract information from scanned documents? Okay, if we get past the first question, let’s delve a little deeper into what I am after. We are an outsourced paraplanning business in the field of Financial Planning in Australia. The two major parts of this business that I think AI could assist with, if done correctly are: 1. Reviewing the Work Requests that are sent to us. 2. Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous documents, including Client Fact Finds, Questionnaire, Bank Statements, Super/Pension/Investment Statements, Insurance Reports, etc, and can be provided in PDF, Word, Excel, and scanned documents. b. Once they have collected all the information, and have clarified the client's goals and objectives they will then construct a broad outline of their (The Financial Planners) recommendations. c. They will then recommend specific products to complement the strategies they have recommended. d. They will provide information on alternative product considerations etc. 2. The adviser will then send all this information to us, to write the advice document. At this stage, we need to go through all the information to ensure we have all the details from the Financial Planner to produce a compliant adviser document. Many times the Financial Planner has forgotten certain information they need to provide us. Sometimes they have not thought of a strategy that could be great for their clients, and we are expected to mention these to the adviser if appropriate.   So, what I am looking for AI to do, is review all these documents, and extract all the information we need: 1. What was discussed in the client meeting? 2. Client goals and objectives. 3. What is the current financial position of the client (income, expenses, assets liabilities, insurance etc) 4. What are the recommended products? 5. What areas are going to be covered within the advice document, and why? 6. What areas are not going to be covered in the advice document and why? 7. What are the fees being charged? !This is not an exhaustive list, but it is to give you an idea. 3. I then need the AI to present all the information in a "Paraplanner Request" form that I can then pass on to my staff, to enable them to complete the advice document, knowing they have all the required information they need. The above is stage 1 - Reviewing the Work Requests that are sent to us. The second stage I hope is simpler, but I am not sure. I need the AI to review the advice document, check it against Australian Financial Planning rules and regulations; check the advice document for spelling, and grammatical errors, and make sure everything from the work request has been included in the advice document. All fees have been disclosed, all the correct products have been mentioned, recommendations, and reasons, no incorrect client names have been used (sometimes we cut and paste from other advice documents, so we need to check that the wrong name has not been included) etc. Again, the above is not an exhaustive list, but it is to give you an idea. My questions: 1. Can the above be done? 2. Can it be done with one prompt, or will there need to be several prompts that are ‘layered’. This will be important as I will be asking AI / Technology unsavvy people to use these prompts, so they need to be easy to use. 3. What would be the cost of this project for you to design…something. 4. Do you provide a guarantee? I do not want to spend money trying something, only to find out that it cannot be done ? Best wishes, Matt P.S. before agreeing to any project I will want a guarantee that everything can be done. Not just part of it.