Enterprise
Brokerage Document Intelligence
Document-intelligence workflows that make financial statements and brokerage documents easier to interpret, structure, and act on.
Product exploration, frontend architecture, AI-service integration 2023-2024 Prototype and delivery
Value created
- Helped teams explore how AI could reduce the cognitive load of reading complex financial documents.
- Turned document extraction into a reviewable workflow with structured fields, confidence, and source context.
- Supported better downstream decisions without exposing unnecessary internal implementation details.
What I shaped
- Document upload, extraction, validation, and review interaction patterns.
- Frontend architecture for AI-assisted financial workflows.
- Integration patterns between document services, structured data, and user-facing review states.