AI document ingestion uses strict validation for finance

cesarsotovalero.net38 min read

The author examines the challenges of using AI to ingest financial documents and outlines three architectural archetypes ranging from RAG-based question answering to whole-file and per-page extraction with strict deterministic validation. The post emphasizes that because financial institutions cannot tolerate errors such as flipped signs or missed scale headers, systems must separate reading from interpretation and rely on code to enforce arithmetic and grounding. Open article →