AI-based Document Analysis Automation Platf

Optira automates the process of transforming structured and
unstructured data from various documents into actionable insights.
Optira deploys a Custom GPT over enterprise data for business users to
have ChatGPT-type conversations over their data

Transcript

1. AI-based Document Analysis Automation Platform Optira optira.ai - with Custom GPT
2. https://optira.ai Break Through to Another Generation of Document Analysis Automation with AI Optira automates the process of transforming structured and unstructured data from various documents into actionable insights. Optira deploys a Custom GPT over enterprise data for business users to have ChatGPT-type conversations over their data.
3. https://optira.ai AI-based Document Analysis and Processing V A L U E P R O P O S I T I O N Enterprises have documents of varied types and formats stored in different applications and locations. Yet, all of them are essential for business decision-making. Working with these documents is very time-consuming, error-prone, and expensive. Optira harnesses the power of Generative AI models, overcoming the limitations of traditional OCR technologies, to automate data analysis and processing over all such documents. It makes the process fast, efficient, error-free, and cheaper than ever before. Business Workflow Automations Enterprises have complex business workflows around their documents. Data from these documents needs to be extracted, transformed, cleansed, and enriched. Then, the data should be saved in an appropriate location with the correct structure. Optira automates the entire business workflows leveraging AI and Data Engineering technologies. The data is made available in a form and manner so that business users can make business decisions easily and quickly without relying on technical personnel.
4. https://optira.ai Semantic Search V A L U E P R O P O S I T I O N Searching is a pain for everybody, especially for enterprises where data is stored in various locations, formats, and types. Keyword-based searches don't understand the context and return with irrelevant information. Optira enables semantic search across the enterprise data sets, irrespective of their locations, formats, and types. Businesses can now make faster and contextually relevant searches for making better-informed decisions. Document Format Conversions Enterprises have myriad types of documents that hold precious information. This can only be unleashed when converted into a format that enables ingestion into enterprise systems and analytical consumptions. Optira deploys a versatile document format conversion functionality that allows for seamless transformation of documents into different formats. A hands-free mode ensures complete automation without the need for any human intervention.
5. Custom GPT on Enterprise Data Business decision-makers have limitations in their ability to query across all their enterprise data. They typically have to look at many dashboards and reports to get the consolidated information needed to make business decisions. Optira provides business users with the ability to have ChatGPT-type conversations over their entire enterprise data sets in a secure manner. They just have to type in their questions in simple English and get a consolidated response in seconds. https://optira.ai What Makes Optira Different?
6. O P T I R A ’ S W O R K F L O W https://optira.ai
7. Your Data is Secured with Us D A T A S E C U R I T Y Ensuring users’ data security is our top priority. Optira’s data security and privacy policy adhere to all standard compliances, including GDPR, SOC 2, and HIPAA. One of the fundamental ways Optira ensures data security is by utilizing Virtual Private Cloud (VPC) technology. VPCs create isolated environments within the cloud, enhancing data security by preventing unauthorized access. This ensures that your data remains confidential and protected from external threats. We also implement multiple layers of data encryptions to protect your raw data from cyber attacks. SOC 2 Certified HIPAA Compliant GDPR Compliant ISO Certified https://optira.ai
8. Industry Use Cases BFSI Manufacturing HR & Recruitment Supply Chain & Logistics Healthcare Real Estate Retail Education Public Sector https://optira.ai
9. https://optira.ai Optira for the BFSI Industry I N D U S T R Y U S E C A S E S Optira is revolutionizing the BFSI industry by automating manual tasks, improving accuracy and efficiency, and enabling businesses to make data-driven decisions. Following are some of the key use cases for Optira in the BFSI industry: • Loan Processing • Claims Processing • Regulatory Compliance Types of Documents • Loan Applications • Insurance Claims • Bank Statements • Utility Bills • Regulatory Documents • KYC (Know Your Customer) Documents • AML (Anti-Money Laundering) Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Relevance-Driven Document Finder • Tax Returns • Passports and IDs • Financial Statements • Contracts File Formats • PDF • Image • Word Documents • Excel
10. Optira for the Manufacturing Industry I N D U S T R Y U S E C A S E Enterprises in the Manufacturing industry can use Optira to extract key information from their documents, like customer details, purchase order details, bill of lading details, inspection results, test results, calibration dates, shipping information, inventory levels, and production schedules. They can now automate manual tasks, lower operational costs, improve data accuracy and efficiency, and make data-driven decisions impacting both top and bottom lines. Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Custom Semantic Search • Invoices • Purchase Orders • Lading Bills • Shipping Notices • Inventory Control Records • Production Schedule Docs • Inspection Reports • Test Results • Calibration Certificates File Formats • PDF • Image • Word Documents • Handwritten Notes https://optira.ai
11. https://optira.ai Optira for the HR and Recruitment Industry I N D U S T R Y U S E C A S E S Optira stands out as a beacon of innovation, empowering HR professionals to navigate the complexities of talent acquisition and management with unparalleled efficiency and precision. Here are some primary use cases of Optira in the HR & Recruitment industry: Types of Documents Most Used Optira Features • Document Processing • Conversational Data Query • Document Formatting • Relevance-Driven Resume Finder File Formats • PDF • Image • Word Document • CSV • Resume Parsing • Applicant Tracking System Integration • Background Checks • Onboarding Document Processing • Employee Engagement Analysis • Performance Review Analysis • Employee Training Data Analysis • Payroll Document Processing • Resumes • Application Forms • Educational Certificates • Employment Letters • Pay Stubs • Tax Forms • Pay Slips • Employee Handbooks • Feedback Forms • Assessment Results • Timesheets
12. https://optira.ai Optira for the Supply Chain and Logistics Industry Optira is not just automating manual tasks; it is revolutionizing the way businesses manage their complex supply chains, from procurement to delivery. Following are the use cases that the AI-powered document processing capabilities of Optira are transforming and redefining in the Supply Chain and Logistics landscape: Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Document Formatting • Relevance-Driven Documents Finder • Conversational Data Query File Formats • PDF • JSON • Word Document • CSV • XML • TXT • EDI • Invoice Processing • Purchase Order Processing • Lading Bill Processing • Customs Documentation Processing • Freight Audit Processing • Invoices • Purchase Orders (POs) • Bills of Lading (BoLs) • Customs Documentation • Supplier Agreements • Shipment Status Updates • Freight Audit Documents • Shipping Labels • Packing Slips • Proof of Delivery (POD) Documents I N D U S T R Y U S E C A S E S
13. Optira for the Healthcare Industry Healthcare organizations are increasingly adopting Optira to streamline their workflows, improve accuracy and efficiency, and enhance patient care. This platform automates the extraction of key information from a wide range of medical and administrative documents. Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Custom Semantic Search File Formats • PDF • Image • Word Document • CSV • Excel • TXT • Handwritten Notes • Automated Claims Processing • Electronic Health Record Integration • Clinical Trial Data Management • Research and Analytics • Patient Engagement and Communication • Medical Records • Prescriptions • Clinical Trial Documents • Insurance Claims • Research Data • Lab Reports • Patient Consent Forms • Patient Feedback Forms I N D U S T R Y U S E C A S E S https://optira.ai
14. Optira for the Real Estate Industry The real estate industry is awash in a sea of paperwork, from property listings and lease agreements to mortgage applications and environmental reports. Optira is emerging as a transformative solution, automating the extraction and analysis of key information from real estate documents. Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Custom Semantic Search • Relevance-Driven Documents Finder File Formats • PDF • Image • Word Document • Excel • Property listing data extraction • Lease agreement data extraction • Mortgage application data extraction • Managing the document lifecycle • Verifying the authenticity of documents • Deeds • Lien Waivers • Title Reports • Easements • Purchase Agreements • Disclosure Statements • Mortgage Documents • Lease Agreements • Rental Applications • Eviction Notices • Tax Forms • Property Brochures I N D U S T R Y U S E C A S E S https://optira.ai
15. https://optira.ai Optira for the Retail Industry The retail industry is undergoing a rapid transformation, driven by technological advancements and evolving customer expectations. In this dynamic landscape, Optira has been a game-changer, enabling retailers to streamline operations, optimize decision-making, and enhance customer experiences. Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Custom Semantic Search • Relevance-Driven Documents Finder File Formats • PDF • XML • Word Document • CSV • TXT • Image • Invoice processing • Purchase order processing • Supplier performance analysis • Customer onboarding • Customer feedback analysis • Sales data analysis • Inventory level tracking • Tax document processing • Demand forecasting • Customer support automation • Invoices • Purchase orders • Supplier contracts • Delivery notes • Product specifications • Order forms • Payment authorizations • Return authorizations • Tax documents • Audit reports • Sales records • Inventory reports I N D U S T R Y U S E C A S E S
16. Optira for the Education Industry Optira has emerged as a powerful tool to streamline workflows, automate document capture, data extraction, and analysis in the Education industry. Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Custom Semantic Search • Relevance-Driven Documents Finder File Formats • PDF • EPUB • Word Document • CSV • PPT • Image • Automate the capture and digitization of answer sheets, exam scripts, and assessment rubrics • Extract relevant content from educational resources • Digitize and centralize teacher training materials, including professional development plans, course materials, and assessment guides • Access customized study guides and materials tailored to specific academic needs • Admission and enrollment documents • Assessment materials • Educational research reports • Curricula and instructional materials • Academic records • Intellectual property documents • Student disciplinary records • Accreditation documents I N D U S T R Y U S E C A S E S https://optira.ai
17. Optira for the Government & Public Sector Government agencies and public sector organizations are increasingly using document processing platforms like Optira to automate and streamline their document-intensive workflows. Types of Documents Most Used Optira Features • Document Processing • Documents to Text Extraction • Conversational Data Query • Custom Semantic Search • Relevance-Driven Documents Finder File Formats • PDF • Word Document • Excel • Image • Tax and revenue administration • Procurement and contract management • Grant and benefits management • Regulatory compliance • Tax forms • Social security applications • Grant proposals • Procurement contracts • Police reports • Application forms • Passports • Driver's licenses • Case management • FOIA requests management • Permits & licenses • Public records requests I N D U S T R Y U S E C A S E S https://optira.ai
18. Recent Wins The Singhi Group Information Mapping International VP International I N D U S T R Y T R A C T I O N https://optira.ai
19. Try Out Optira Today! https://optira.ai Avail our 7-day trial plan to test out Optira on your own datasets. Contact Us ThirdEye Data San Jose, CA 95110 USA answers@thirdeyedata.ai ThirdEyeData.ai Optira.ai