Financial Documents Analysis
AI similarity & analysis suite for immigration financial documents.
The problem it solved
Immigration cases drown in financial paperwork — bank statements, asset records, proofs of income — and lawyers compare them by hand. This AI suite scores similarity, runs structured questions over each document, and produces court-ready PDFs.
Similar problems it can solve
Bank-statement automation for any finance/KYC pipeline, document similarity in compliance and legal discovery, and AI-driven structured Q&A over financial documents.
A multi-project suite that takes the financial documents an immigration case depends on — bank statements, asset records, income proofs — and runs AI similarity and structured analysis over them. It pairs a WPF analysis desktop with an ASP.NET Core web app, a PDF generation factory, and a shared business layer.
- AI similarity + AIQuestions layer over financial documents
- WPF desktop + ASP.NET Core web + shared BAL + PDF factory
- Tied to IMM case workflow (IMMDocumentModel) — financial proofs for immigration
Overview
Financial Documents Analysis is the AI side of immigration case work — it inspects the financial paperwork an immigration matter depends on (bank statements, asset evidence, income proofs) for similarity, structure and AI-graded answers, and produces structured outputs the lawyer can paste into a brief.
One platform, many components
A five-project solution: Similarity — a WPF analyzer with AIForm, FullDocumentGeneration and an IMMDocumentModel; FinancialDocumentsAnalysis.BAL — the business layer with AIQuestions and the shared IMM model; FinancialDocumentsAnalysis.WEB — an ASP.NET Core MVC web app; FinancialDocumentsAnalysis.PFDFactory — a PDF generation factory; and MailSMTPTest — a mailer test rig.
Engineering depth
The BAL owns the document model so the WPF, web and PDF paths share one source of truth; the AIQuestions module is the structured prompt layer the analyzer drives the AI with; and the PFDFactory wraps the generation step so analysed documents come out as a court-ready PDF.
Technology
.NET, WPF, ASP.NET Core MVC, a shared business-access layer (BAL), an AI question/answer layer, and a PDF-generation factory.