Document Intelligence System Speeds Up Contract Analysis and Logo Usage Decisions

The Challenge

The organization faced major inefficiencies in managing customer logo usage permissions due to a highly manual and fragmented process. Teams had to individually review lengthy legal agreements to determine marketing rights, resulting in bottlenecks, delays, and resource strain across marketing and legal departments. While initial AI exploration using cloud-based tools showed promise, accuracy was insufficient, and the process remained disconnected from existing systems. This slowed campaign rollouts and increased the risk of legal missteps, limiting agility in brand communications.

The Solution

To address this, an automated enterprise search solution was built using advanced AI models and document intelligence tools. The new system extracted key data like contract parties and marketing clauses using a custom-trained OCR pipeline. This data was then interpreted by a large language model to determine logo usage rights with high precision. The solution integrated directly with the existing contract platform, enabling automated analysis and confidence scoring for every document. A user-friendly interface allowed teams to query permissions naturally and access decisions instantly, significantly reducing reliance on manual review.

The Result

Workflow Automation: Replaced manual review with AI-powered automation, cutting approval time and human effort significantly.

Accuracy Boost: Achieved over 99% precision in identifying marketing rights, ensuring reliable compliance outcomes.

System Integration: Seamlessly connected to contract management software, enhancing visibility and eliminating duplication of effort.

User Empowerment: Enabled intuitive access via natural language queries, reducing dependency on legal or technical staff.

About the Client

A leading financial technology provider enables over 8,000 digital services to securely connect with user bank accounts. It offers seamless integration with 12,000+ financial institutions, powering apps across payments, investments, and savings. The company specializes in secure data transmission, identity verification, and real-time account linking.

Document Intelligence System Speeds Up Contract Analysis and Logo Usage Decisions

The Challenge

The organization faced major inefficiencies in managing customer logo usage permissions due to a highly manual and fragmented process. Teams had to individually review lengthy legal agreements to determine marketing rights, resulting in bottlenecks, delays, and resource strain across marketing and legal departments. While initial AI exploration using cloud-based tools showed promise, accuracy was insufficient, and the process remained disconnected from existing systems. This slowed campaign rollouts and increased the risk of legal missteps, limiting agility in brand communications.

The Solution

To address this, an automated enterprise search solution was built using advanced AI models and document intelligence tools. The new system extracted key data like contract parties and marketing clauses using a custom-trained OCR pipeline. This data was then interpreted by a large language model to determine logo usage rights with high precision. The solution integrated directly with the existing contract platform, enabling automated analysis and confidence scoring for every document. A user-friendly interface allowed teams to query permissions naturally and access decisions instantly, significantly reducing reliance on manual review.

The Result

Workflow Automation: Replaced manual review with AI-powered automation, cutting approval time and human effort significantly.

Accuracy Boost: Achieved over 99% precision in identifying marketing rights, ensuring reliable compliance outcomes.

System Integration: Seamlessly connected to contract management software, enhancing visibility and eliminating duplication of effort.

User Empowerment: Enabled intuitive access via natural language queries, reducing dependency on legal or technical staff.

About the Client

A leading financial technology provider enables over 8,000 digital services to securely connect with user bank accounts. It offers seamless integration with 12,000+ financial institutions, powering apps across payments, investments, and savings. The company specializes in secure data transmission, identity verification, and real-time account linking.

Success is Predictable