HappyNest Slashes Income Verification Time by 90% Through AI Automation
Industry
Financial Services
Teams & Services
AI/ML Engineering / DevOps
Tech & Tools
Amazon Bedrock / Amazon S3 / AWS Lambda / Amazon RDS (MySQL) / AWS SQS / Terraform Amazon DynamoDB
Key Data Points
The Vision
To empower everyone, regardless of income, to achieve financial freedom through accessible and reliable real estate investing.
The Goal
HappyNest aimed to automate and improve the accuracy of income verification by streamlining the processing of financial documents such as W2s, 1040s, and bank statements. The goal of this project was to build an Intelligent Document Processing (IDP) pipeline that could extract, structure, and store key financial data in a queryable format, reducing manual effort and minimizing errors.
The Challenge
The existing manual review process created a significant operational bottleneck. With staff reviewing and inputting data by hand, the process was not only time-intensive but also introduced the risk of human error and inconsistencies in income verification.
The Solution
Protagona developed a sophisticated solution leveraging Amazon Bedrock's AI capabilities and AWS best practices for document processing. What began as a proof of concept evolved into a robust, scalable system that could seamlessly integrate with HappyNest's existing verification workflow.Protagona leveraged AI-powered tools on Amazon Bedrock, along with AWS best practices for document ingestion, storage, and processing.
OUTCOMES
This IDP project has been a huge win for us. We’ve taken a slow, manual process and turned it into something fast, accurate, and effortless. Our team no longer has to spend time pulling data from documents, and the results are more reliable than ever. Plus, we now have a solid foundation to build on as we expand this capability. It’s exactly the kind of innovation that helps us work smarter and serve our customers better.