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Data Extraction · Finance

Fda Document Analyzer Data Extractor

Construction Financial Data Extractor

Messy construction financial reports → structured contract-level metrics extraction → consistent, auditable financial summaries.

01The Problem

Construction financial documents (e.g., WIP schedules) are dense, inconsistent, and calculation-heavy, making it difficult to reliably extract key metrics across contracts. Errors or inconsistencies in interpreting costs, revenue, and completion percentages can lead to poor financial visibility and reporting risk. Without a structured approach, analysis is slow, manual, and prone to misinterpretation.

02What the AI Does

* Extracts structured financial data from construction documents at the contract level * Calculates missing values using predefined accounting logic (e.g., POC, GP, cost relationships) * Cross-checks multiple calculation pathways for consistency * Summarizes contract-level and portfolio-level metrics * Provides explicit citations to source locations in the document Built on GPT-5.3 with a highly constrained system prompt that encodes construction accounting logic (e.g., JTD, GP, POC relationships) and strict extraction rules. It does not rely on external tools or databases—its behavior is entirely governed by prompt instructions and user-provided documents.

03Design Decisions

01 · Choice

Embedded financial calculation hierarchy (Preferred vs Alternative methods)

Why

To ensure consistent, auditable outputs even when documents vary in completeness

Constraint

Prevents arbitrary inference by forcing the model to follow defined calculation paths

02 · Choice

Mandatory citation requirement (page + section)

Why

To make outputs verifiable and reduce hallucination risk in financial contexts

Constraint

Disallows unsupported claims; forces traceability to source material

03 · Choice

Contract-by-contract analysis before aggregation

Why

Reflects how construction financials are actually managed and reviewed

Constraint

Prevents premature summarization and ensures granular accuracy

04 · Choice

Explicit prohibition on guessing or filling gaps

Why

Financial accuracy is prioritized over completeness

Constraint

Model must return “unclear or missing” rather than infer

05 · Choice

Domain-specific instruction set (JTD, GP, POC definitions and formulas)

Why

Aligns model reasoning with construction accounting standards instead of generic financial interpretation

Constraint

Limits flexibility but increases domain precision

06 · Choice

Structured output schema (fixed fields for each contract and totals)

Why

Ensures consistency across analyses and usability for downstream workflows

Constraint

Reduces adaptability to non-standard document formats

07 · Choice

No tool or retrieval augmentation

Why

[Creator: add rationale]

Constraint

Limits analysis strictly to provided documents; no external validation

08 · Choice

Emphasis on transparency in calculations and ambiguity reporting

Why

[Creator: add rationale]

Constraint

Forces the model to expose reasoning rather than just output results

05Key Insight

High-stakes AI extraction systems require constrained reasoning frameworks and enforced traceability, not just stronger models.