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Tutorial: Automating KYC with AI agents 🪪🕵 I’m creating a new tutorial series of automating practical document workflows with agents. Every financial institution needs to perform KYC (know your customer) to verify a customer’s identity, and this involves manually sifting through IDs, bank statements, etc. and doing the cross-checking... by hand. This is a great first use case for agentic document workflows: 1. Extract identification information from the user supplied ID (license, passport) 2. Extract fields from utility bills/bank statements and then use LLMs to cross-validate extracted fields with the extracted ID fields It obviously doesn’t cover the full e2e process and uses publicly available online data, but should be a good reference guide to get started. To make this work well, you do need high-quality document extraction with confidence scores and citations! Check out the tutorial: If you’re interested come check out LlamaParse:show more

Jerry Liu

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29,887 views • 2 months ago •via X (Twitter)

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Agentic Document Extraction now supports field extraction! Many doc extraction use cases extract specific fields from forms and other structured documents. You can now input a picture or PDF of an invoice, request the vendor name, item list, and prices, and get back the extracted fields. Or input a medical form and specify a schema to extract patient name, patient ID, insurance number, etc. One cool feature: If you don't feel like writing a schema (json specification of what fields to extract) yourself, upload one sample document and write a natural language prompt saying what you want, and we automatically generate a schema for you. See the video for details!

Agentic Document Extraction now supports field extraction! Many doc extraction use cases extract specific fields from forms and other structured documents. You can now input a picture or PDF of an invoice, request the vendor name, item list, and prices, and get back the extracted fields. Or input a medical form and specify a schema to extract patient name, patient ID, insurance number, etc. One cool feature: If you don't feel like writing a schema (json specification of what fields to extract) yourself, upload one sample document and write a natural language prompt saying what you want, and we automatically generate a schema for you. See the video for details!

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