Universal File Reader AI Agent for Financial Data Processing

Transform your financial document processing with our Universal File Reader AI Agent - a cloud-native, high-performance utility designed specifically for the demanding needs of financial services organizations. This foundational AI agent seamlessly ingests and extracts raw content from multiple file formats including Excel spreadsheets, CSV files, Word documents, scanned images, and plain text, preparing data for advanced analytics and downstream processing.

Built for the complexities of financial and insurance data, our agent handles everything from quarterly reports and trading data to compliance documents and client communications. It eliminates manual effort of going through BRDs (Business Requirement Documents), COBOL codes, and Data mapping excel tables to name some.

Key capabilities include:

• Multi-format support with intelligent format detection using Amazon Textract

• High-speed parallel processing for large document volumes powered by Amazon Lambda

• OCR integration for scanned documents and images through Amazon Textract

• Structured data preservation from spreadsheets and tables

• Seamless integration with AWS services like Amazon S3 for file ingestion and storage, Amazon Lambda for serverless processing, and Amazon Bedrock for LLM calls

• Enterprise-grade security with encryption at rest and in transit utilizing AWS Key Management Service (KMS)

Perfect for investment banks, asset managers, insurance companies, and fintech firms looking to modernize their document processing infrastructure. The agent serves as a critical foundation for building intelligent automation pipelines, enabling faster decision-making, improved compliance, and enhanced operational efficiency.