Intelligent Document Processing

Bring speed and efficiency to document processing with generative AI.

Workloads

Generative AI

Industries

Financial Services

Business Goal

Return on Investment
Risk Mitigation

Products

Overview

Automate and Accelerate Data Collection From Documents

Law firms handle a large volume of case files, reports, contracts, and compliance documents that require manual review to correspond efficiently with clients. While traditional automation tools can be used, they often fail to interpret unstructured text such as legal clauses or handwritten notes.

Legal teams using intelligent document processing to improve their document workflows can better streamline their case preparation and reduce costly oversight. With advanced techniques like retrieval-augmented generation (RAG), teams can automatically extract relevance—such as parties, dates, references, and clauses—from extensive files and PDFs in seconds. For organizations that straddle both legal and financial domains—such as compliance teams or regulatory divisions—AI-driven document intelligence ensures consistent interpretation and reporting across industries. Through the integration of AI and machine learning, teams can coordinate large-scale document reviews efficiently using intelligent document processing (IDP).

Intelligent Document Processing With the NVIDIA AI Platform

NVIDIA provides resources for law firms and legal departments looking to enhance their document intelligence capabilities with generative AI. Legal teams can use RAG to build AI agents that interact with case files, contracts, or compliance documents—allowing attorneys to instantly query specific clauses, summarize discovery material, or locate precedent within large document repositories.

By leveraging NVIDIA’s AI platform, organizations can move beyond simple chatbots to deploy intelligent agents capable of reasoning through complex information. These systems streamline document review, accelerate due diligence, and enhance knowledge management across litigation, regulatory, and corporate practices. For legal professionals collaborating with financial institutions or managing multi-industry compliance, these agents also support contract analysis and regulatory reporting, connecting insights across both legal and financial data.

Optimal Inference for Generative AI Workloads

NVIDIA NIM™, part of NVIDIA AI Enterprise, is a collection of inference microservices accelerating generative AI deployment at scale. NIM now delivers optimized support for NVIDIA Nemotron™ reasoning models—built for advanced reasoning, agentic workflows, and efficient tool use—alongside visual language models like Nemotron Parse for high-throughput document parsing and structured extraction. By integrating community and NVIDIA foundation models, as well as custom AI from the NVIDIA API Catalog, NIM ensures high-throughput, low-latency inferencing via NVIDIA Triton Inference Server™ and NVIDIA® TensorRT™-LLM, empowering organizations to confidently deploy robust AI with advanced reasoning and document understanding both on premises and in the cloud.  

Accelerate Data Curation

NVIDIA NeMo™ Curator is a scalable, GPU-accelerated data-curation microservice that prepares high-quality datasets for pretraining and customizing generative AI models. With it, financial institutions can train and fine-tune LLMs on financial documents. NeMo Curator streamlines data-curation tasks such as data download, text extraction, reformatting, cleaning, quality filtering, and exact/fuzzy deduplication to help reduce the burden of combing through unstructured data sources. Document-level deduplication ensures that LLMs are trained on unique documents, which can greatly reduce pretraining costs. 

Generate Synthetic Data for Responsible AI Training

NVIDIA NeMo Data Designer and NVIDIA NeMo Safe Synthesizer are complementary synthetic data generation tools that transform how organizations use data for AI development. NeMo Data Designer generates high-quality, domain-specific synthetic data from scratch, accelerating model training while removing privacy risks and data collection bottlenecks. NeMo Safe Synthesizer creates privacy-safe synthetic versions of sensitive data, unlocking insights from otherwise unshareable sources. Together, they enable responsible, scalable data use and power intelligent document processing systems that securely extract, classify, and understand information from complex documents.

Real-Time Information Retrieval

Nemotron RAG is a collection of industry-leading extraction, embedding, and reranking models that enable semantic search of enterprise data to deliver highly accurate responses using retrieval augmentation. Developers can use these GPU-accelerated microservices for specific tasks, such as searching for relevant pieces of information within internal data to answer business questions, increasing accuracy and reducing hallucinations.

Technical Implementation

Identify and Extract Relevant Information Faster

Machine learning models can recognize and extract critical information from a wide variety of legal documents, including contracts, discovery responses, NDAs, and court filings. With generative AI, law firms can summarize depositions, highlight key arguments, or surface precedent across thousands of pages in minutes—saving hours of manual review.

For legal research, the most valuable insights often lie buried in unstructured data from case law archives, legal journals, or regulatory updates. Generative AI allows legal professionals to query and interact with this information directly—chatting with PDFs or searching across document repositories—to uncover relevant precedents or compliance risks faster than ever before.

Firms are deploying deep learning models to streamline repetitive tasks such as contract review or due diligence, automatically extracting clauses, obligations, and term dates for client transactions or litigation preparation. In areas where law intersects with finance, such as mergers and acquisitions or compliance audits, these same models accelerate verification processes and minimize risk exposure. With natural language understanding (NLU), legal teams can interpret client inquiries, case updates, and legal correspondence accurately, making document management both scalable and intelligent.

 

Getting Started With Generative AI for Document Processing

Legal organizations looking to deploy generative AI models for intelligent document processing can use the NVIDIA blueprint to quickly build RAG-powered chatbots for legal research, case analysis, and contract review.

Here are the five steps to get going:

  1. Start with industry-leading retrieval and reasoning: Retrieve data with the best-in-class accuracy for text and multimodal question answering using Nemotron RAG models and Nemotron reasoning models.

  2. Prototype with state-of-the-art generative AI models: Leading foundation models include Meta Llama 3, Google Gemma 7B, Mixtral 8x7B, retrieval models, and NVIDIA’s Nemotron-3 8B family, optimized for the highest performance per cost.

  3. Customize foundation models: Tune and test the models with proprietary data using NVIDIA NeMo, an end-to-end platform for developing custom generative AI, anywhere. 

  4. The cloud-first way to get the best of NVIDIA AI: NVIDIA DGX™ Cloud is an AI platform for enterprise developers, optimized for the demands of generative AI.

  5. Deploy and scale: Run applications anywhere, cloud, data center, or edge, by deploying with NVIDIA NIM, part of NVIDIA AI Enterprise—the production-grade, secure, end-to-end software platform that includes generative AI reference applications and enterprise support.

 

FAQs

IDP is a technology that automates the process of manual data entry from paper-based documents or document images. IDP works by using optical character recognition (OCR) to scan and digitize paper-based documents. Data extracted using AI and machine learning is integrated with other digital business processes that automatically apply it to relevant systems and applications.

IDP offers numerous benefits, including increased efficiency, reduced errors, and cost savings. By automating manual data entry, IDP can significantly reduce the time and resources required for processing documents. It also eliminates the risk of human error, ensuring accurate data extraction.

Nemotron reasoning models can transform how attorneys handle diverse and unstructured legal data. These models ingest information from varied sources—contracts, court filings, historical records, and handwritten evidence—that often exist as scanned, image-based, or mixed-modality files. By interpreting text, images, and structures within these documents, Nemotron models can automatically classify, summarize, and extract critical details, enabling faster discovery and legal analysis. This streamlining helps attorneys locate precedents, assess case facts, and reduce time spent on manual document review while improving accuracy and knowledge retrieval across massive archives.

Accelerate and Automate Your Document Processing

Generative AI-led applications are critical to automate document understanding across trading, insurance, and banking, offering an opportunity to improve customer satisfaction and reduce costs. Institutions can build and deploy generative AI models with NVIDIA AI Enterprise and develop custom chatbot applications to make better financial decisions.

Automate and Accelerate Data Collection from Documents

In financial services, processing documents involves complex data, such as loan records, external regulatory filings, transaction records, public market filings, and more. The sheer volume of this financial data makes it impractical to digest and extract insights manually, and current automated solutions for unstructured data processing are inefficient.

Digitization and automation can streamline operations, reduce errors, and help organizations stay competitive in banking and insurance. In capital markets, AI algorithms can automate the processes of analyzing market trends, identifying patterns, and executing trades, which reduces time to action.

But individuals still face the time-intensive task of manually inputting data from paper-based documents. Through the integration of AI, users can seamlessly coordinate a diverse range of services and harness machine learning capabilities with intelligent document processing (IDP).

Identify and Extract Relevant Information Faster

Machine learning models can identify a wide variety of document types and extract relevant information from them. With generative AI, organizations can summarize structured and unstructured documents for research analysts, loan processors, and customer service agents.

For capital markets, the most powerful investment insights are hidden in unstructured text data from everyday sources such as news articles, blogs, and SEC filings. Generative AI lets traders provide deeper insights from unstructured data than traditional tabular data analysis, enabling faster decision-making and reducing the risk of financial losses.

Financial institutions are developing deep learning algorithms to automatically process documents digitized by their clients for various financial products. In retail banking for real estate, machine learning models accelerate title search, underwriting, and closing processes for home loan documents, helping complete home transactions much faster than before. With natural language understanding (NLU), banks can rapidly interpret the numerous requests and inquiries that occur during the due diligence process for loans and transactions.

Intelligent Document Process With the NVIDIA AI Platform

NVIDIA provides resources for financial institutions looking to use generative AI for IDP, such as constructing chatbots with retrieval-augmented generation (RAG) to automate loan processes or developing market insights in portfolio construction and trade execution.

Optimal Inference for Generative AI Workloads

NVIDIA NIM, part of NVIDIA AI Enterprise, is a set of easy-to-use inference microservices designed to accelerate the deployment of generative AI across your enterprise. This versatile runtime supports open community models and NVIDIA AI Foundation models from the NVIDIA API catalog, as well as custom AI models. NIM builds on NVIDIA Triton™ Inference Server, a powerful and scalable open-source platform for deploying AI models, and is optimized for large language model (LLM) inference on NVIDIA GPUs with NVIDIA® TensorRT™-LLM. NIM is engineered to facilitate seamless AI inferencing with high throughput and low latency, while preserving the accuracy of predictions. NIM lets organizations deploy AI applications anywhere with confidence, whether on premises or in the cloud. 

Accelerate Data Curation

NVIDIA NeMo™ Curator is a scalable, GPU-accelerated data-curation microservice that prepares high-quality datasets for pretraining and customizing generative AI models. With it, financial institutions can train and fine-tune LLMs on financial documents. NeMo Curator streamlines data-curation tasks such as data download, text extraction, reformatting, cleaning, quality filtering, and exact/fuzzy deduplication to help reduce the burden of combing through unstructured data sources. Document-level deduplication ensures that LLMs are trained on unique documents, which can greatly reduce pretraining costs.

Real-Time Information Retrieval

NeMo Retriever is a collection of CUDA-X™ microservices that enable semantic search of enterprise data to deliver highly accurate responses using retrieval augmentation. Developers can use these GPU-accelerated microservices for specific tasks, such as searching for relevant pieces of information within internal data to answer business questions, increasing accuracy and reducing hallucinations.

Getting Started with Generative AI for Document Processing

Financial institutions looking to deploy generative AI models for IDP can use the NVIDIA API catalog to quickly start building chatbots with RAG for market analysis and investment research.

Here are the four steps to get going:

  1. Start prototyping with state-of-the-art generative AI models: Leading foundation models include Meta Llama 3, Google Gemma 7B, Mixtral 8x7B, retrieval models, and NVIDIA’s Nemotron-3 8B family, optimized for the highest performance per cost.
  2. Customize foundation models: Tune and test the models with proprietary data using NVIDIA NeMo, an end-to-end platform for developing custom generative AI, anywhere.
  3. The cloud-first way to get the best of NVIDIA AI: NVIDIA DGX™ Cloud is an AI platform for enterprise developers, optimized for the demands of generative AI.
  4. Deploy and scale: Run applications anywhere, cloud, data center, or edge, by deploying with NVIDIA NIM, part of NVIDIA AI Enterprise—the production-grade, secure, end-to-end software platform that includes generative AI reference applications and enterprise support.

Quick Links

IDP is a technology that automates the process of manual data entry from paper-based documents or document images. IDP works by using optical character recognition (OCR) to scan and digitize paper-based documents. Data extracted using AI and machine learning is integrated with other digital business processes that automatically apply it to relevant systems and applications.

IDP offers numerous benefits, including increased efficiency, reduced errors, and cost savings. By automating manual data entry, IDP can significantly reduce the time and resources required for processing documents. It also eliminates the risk of human error, ensuring accurate data extraction.

Generative AI algorithms can analyze market trends and patterns in financial documents to assist with trading decisions. By analyzing market data, news articles, and other financial documents, generative AI algorithms can identify patterns, trends, and insights that can inform trading strategies. This can help traders make faster, more informed decisions and improve their trading performance.

Quick Links