admin1. Introduction
1.1 Purpose of the Document
This document outlines the technical specifications and requirements for the development of a data extraction tool designed to assist lawyers, accountants, and financial analysts in preparing audit and financial reports, particularly during due diligence operations. The tool will automate the extraction of specific data from standardized documents such as Corporate income tax returns, VAT returns, fiscal returns, and invoices in PDF format.
1.2 Scope of the Project
The tool aims to provide a solution for the efficient processing of a large volume of PDF documents, extracting data with high accuracy while ensuring data security by operating without sharing information with third-party services.
2. General Description
2.1 Software Functionalities
To extract data, the users should have the opportunity to:
• Graphical Data Selection: Users can select a data extraction area in a PDF on a specified page via a graphical selection tool.
• Field Identification Extraction: The tool will extract data by identifying a specific field number and retrieving information located on the same line but after the identified field. Users should be able to create custom lists of fields for extraction or use predefined lists.
Extracted data can be exported to the clipboard or as Excel or CSV files.
It should be possible to add a model of Excel spreadsheet and that the data is populated in a related sheet (see appendix).
2.2 Operating Environment
Software Dependencies: Local OCR (Optical Character Recognition) technology that does not require connectivity to third-party API or share data with third-party services.
3. Specific Requirements
3.1 User Interface
The web-based interface should be limited as a first step. We want to build a Proof of concept before going forward.
3.2 Technical Requirements
Development Languages: The tool must be developed using Ruby on Rails and/or JavaScript. This choice is driven by the need for a robust, secure, and efficient processing system capable of handling a large volume of documents. The development team should prioritize these languages to leverage their extensive libraries and frameworks for web development, data handling, and PDF manipulation.
Ruby on Rails is preferred for the backend development, given its convention over configuration philosophy, which can accelerate development times and facilitate maintenance.
JavaScript could be utilized for managing the OCR.
If necessary, other languages could be used for using the OCR. Advices are welcome in this respect
Frontend should be managed in HTML or React.
PDF Management: The application must integrate libraries capable of handling PDF manipulation tasks, including reading, parsing, and data extraction, with an emphasis on local OCR capabilities to convert images in PDFs into machine-readable text without relying on external services.
Data Storage: A secure, temporary data storage solution must be implemented for the processed documents. The system should ensure data confidentiality and integrity, with a clear data retention policy that complies with data protection regulations.
Support for data export to clipboard and files (Excel or CSV), with attention to format compatibility and ease of use for further analysis.
4. Deliverables
Complete source code of the data extraction tool with code comments.
Short documentation detailing system architecture, libraries used, and installation guide.
5. Project Timeline
Design and Specification Phase: 1 week
Development and Testing Phase: 2 weeks
Work: 3 or 4 days of work
Hourly Range: $15.00-$30.00
Posted On: February 08, 2024 18:18 UTC
Category: Full Stack Development
Skills:Ruby on Rails, JavaScript, OCR Algorithm
Country: France
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