Case Study: Leading Financial Organization achieves faster, 96%‑accurate trade verification with EdgeVerve AI Next

EdgeVerve AI Next’s Document AI capability makes trade verification faster and more efficient for a leading financial organization

Leading Financial Organization struggled with a manual trade verification process that required extracting 200+ fields per trade across multiple counterparties, instrument types and document formats, creating month‑end bottlenecks and frequent human errors. The client partnered with EdgeVerve and its AI Next Document AI capability to standardize formats and improve extraction accuracy.

EdgeVerve automated the entire document processing pipeline—extracting data from PDFs, Excel and Word, applying business rules, generating JSON for reconciliation and matching outputs with Summit XMLs. The solution processed 2,500+ term sheets across 130+ variations, extracted 200+ entities with 300+ Q&A and 50+ rules, saved 1,000+ hours and delivered 96% accuracy.