Trillo DocAI Features

Here is a list of features which Trillo DocAI has to offer

• Organize documents in a hierarchy of folders.

• RBAC rules at folder and file levels.

• Operations on files and folders using API or UI: Move, Copy, Rename, Delete, Download/ Upload/ Bulk Upload, Ingestion

• Semantic search using API or UI.

• Semantic matching to match a given document’s vectors against all available documents using cosine similarities.

• Question and answers using generative AI APIs.

• PHI, PII and PCI data redaction.

Here is how Trillo DocAI works for various kinds of documents

Semantic Search and Q&A

Text document (structured data is not available or not required) -

Process using TextImage type. Trillo Doc AI will index them (for semantic search and Q&A, will also summarize).

Data extraction (structured / semi-structured data) using GCP Document AI processor

The selected type should be one of the processors from the below list (shown when you create a folder). It requires that the corresponding Document AI processor is created using the GCP console. Name of processor should start with the name as in the JSON

processorsList = [

{ name: "Text and Image", key: "TextImage" },

{ name: "Form", key: "form" },

{ name: "Auto Detect", key: "autoDetect" },

{ name: "Purchase Order", key: "PurchaseOrder" },

{ name: "Invoice", key: "Invoice" },

{ name: "W2", key: "W2" },

{ name: "Identity Document Proofing", key: "identityDocumentProofingParser" },

{ name: "US Driver License", key: "usDriverLicenseParser" },

{ name: "US Passport", key: "usPassportParser" },

{ name: "1003", key: "1003Parser" },

{ name: "1040", key: "1040Parser" },

{ name: "1040 Schedule C", key: "1040ScheduleC" },

{ name: "1040 Schedule D", key: "1040ScheduleD" },

{ name: "1040 Schedule E", key: "1040ScheduleE" },

{ name: "1099-DIV", key: "1099Div" },

{ name: "1099-G", key: "1099G" },

{ name: "1099-INT", key: "1099Int" },

{ name: "1099-MISC", key: "1099Misc" },

{ name: "1099-NEC", key: "1099Nec" },

{ name: "1099-R", key: "1099R" },

{ name: "1065", key: "1065" },

{ name: "1120", key: "1120" },

{ name: "1120S", key: "1120S" },

{ name: "Bank Statement", key: "bankStatement" },

{ name: "HOA Statement", key: "hoaStatement" },

{ name: "HUD-92900B", key: "hud92900B" },

{ name: "Lending Document Splitter & Classifier", key: "lendingDocumentSplitterClassifier" },

{ name: "Mortgage Statement", key: "mortgageStatement" },

{ name: "Pay Slip", key: "paySlip" },

{ name: "Retirement/Investment Statement", key: "retirementInvestmentStatement" },

{ name: "SSA-89", key: "ssa89" },

{ name: "SSA-1099", key: "ssa1099" },

];

Processing a structured document using Generative AI

For the structured document types that are not supported by Google Document AI, Trillo Doc AI parses them using Generative AI and extracts data (example, MedicalRecord, CommercialLease).

Chunking documents using Generative AI

This is needed when documents are to be matched against each other (example, resume with job, similarities in marketing materials, etc). This can be partially achieved using 3. This requires some custom configuration. If you have such a use case then let us discuss, we can assist you.