AI-powered Document Search Service for B2B Customers

Emerline has developed an innovative AI-powered chatbot document search service tailored for B2B customers, designed to significantly enhance document management and retrieval processes in a business environment.

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Customer

Emerline

Target Audience

Organizations with extensive and intricate document ecosystems seeking advanced document search capabilities.

Problem Overview

Working with multinational corporate clients, Emerline observed an increasing demand for an AI-powered document search service tailored to streamline their intricate document management processes. Existing solutions lacked the ability to index and search through closed-format documents, and did not support integration with key business platforms.

Solution Overview

An innovative AI-powered document search service, featuring custom connectors to access closed-format documents. Utilizing advanced processing for unstructured data, this solution seamlessly integrates with OpenAI's ChatGPT via Azure Endpoint, enhancing document searchability, data visibility, and workflow efficiency in corporate settings.

Challenge

Ability to open and parse closed-format documents
Providing a universal, comprehensive document search and analysis service for organizations across various industries necessitates the ability to open and parse closed-format documents, including complex and proprietary file formats.

Effective processing of unstructured data
For analyzing diverse file types on a corporate scale, the solution must excel in managing semi-structured or unstructured files, ensuring comprehensive and accurate data handling.

Ability to work with domain-specific data (specific terminology and style)
Given the broad application scope, the solution needs to efficiently process and adapt to business-specific data, catering to the unique requirements of each corporate client.

Solution

Ability to open and parse closed-format documents
The initial step in our solution involved designing and developing specialized connectors to access various closed-format files, each requiring a unique approach. Our engineering team focused on the distinct characteristics of each file type, tailoring these connectors accordingly. For example, in the case of CAD files, a detailed analysis led our engineers to choose VBScript, despite its limited documentation, to prioritize developmental flexibility and optimal outcomes. Each connector underwent rigorous testing, a step taken to ensure reliability and efficiency, where real-world scenarios were simulated to validate their performance and adaptability in diverse industrial environments.

Effective processing of unstructured data
The next critical step in our solution was the effective processing of unstructured data. To achieve this, our team thoroughly tested several Large Language Models (LLMs) to identify the most effective one for handling unstructured data types. Alongside this, we developed specialized parsers designed to interpret and organize data according to various document templates, enhancing our data analysis precision.

Selecting and customizing a set of chunkers, which are specialized tools for breaking text into manageable pieces, was another crucial step in the development process. These chunkers underwent rigorous testing to identify the optimal ones for each document template, a process that significantly improved efficiency. After fine tuning, our service became capable of effectively processing large sets of unstructured data, such as 1000-page PDFs – a task that extends beyond the capabilities of ChatGPT on its own.

Ability to work with business-specific data
Equally important in our development process was ensuring the effective ability to process business-specific data. To achieve optimal effectiveness for each type of business-specific data, we developed corresponding templates and made special adjustments. These adjustments were crucial to account for each business area's specific terminology and nuances.

Chatbot functionality
Finally, we integrated our service with OpenAI's ChatGPT API through Azure Endpoint to process queries and return answers. This integration leveraged ChatGPT's advanced natural language processing capabilities, enabling our service to comprehend and respond to complex inquiries with increased accuracy and contextual relevance. The Azure Endpoint offered a robust and scalable platform, ensuring seamless communication between our service and the ChatGPT API, thereby enhancing the overall efficiency and effectiveness of the query-handling process.

Technology Stack We Used

Development tools

Python

LangChain

LamaIndex

Cloud Infrastructure

Azure

AWS

LLM provider

OpenAI

Microsoft

Results

The resulting AI-powered document search and analysis service demonstrates excellent answer relevancy and accuracy, significantly enhancing the document management capabilities of our clients across various business sectors. The service continually evolves with each new client, expanding its support for a broader range of closed-format documents and enhancing our insights into different business sectors. This progressive enhancement ensures that the service remains adaptable and forward-looking, ready to meet present and future document management and analysis demands.

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Admin Panel and Web Crawler

Emerline’s team was responsible for the creation and support of the client’s admin panel, client-side programming of the main client’s solution, and the development of a crawler that gathers information from different sources for its further analysis.