Document Intelligence
Across Industries
Production-ready for Mutual Funds and NPS. Expanding to Insurance, Banking, Corporate Finance, and beyond — with zero code changes.
Mutual Funds
Production Ready6 document types
Documents
Personas
NPS / Pensions
Production Ready4 document types
Documents
Personas
Insurance
In Development4 document types
Documents
Personas
Banking & Lending
Planned3 document types
Documents
Personas
Corporate Finance
Planned3 document types
Documents
Personas
Compliance & Regulatory
Planned4 document types
Documents
Personas
IT & Operations
Future3 document types
Documents
Personas
HR
Future3 document types
Documents
Personas
Mutual Funds
Full extraction pipeline for SIDs, KIMs, CAS statements, Fact Sheets, and PMS disclosures. Persona-driven outputs for Portfolio Managers, Sales RMs, and Compliance Officers.
Persona-Driven Outputs
Portfolio Manager
- •Asset allocation: 98.2% equity, 1.8% cash
- •Top 5 holdings concentration: 34.7%
- •Benchmark: Nifty 100 TRI
- •Risk grade: Moderately High
- •Tracking error: 2.1%
Sales RM
- •Fund category: Large Cap
- •Min investment: ₹5,000 (lumpsum) / ₹500 (SIP)
- •Exit load: 1% if redeemed within 1 year
- •Expense ratio: 1.62% (Regular) / 0.89% (Direct)
- •3Y return: 18.4% (vs 16.2% benchmark)
Compliance Officer
- •SEBI category: Large Cap Fund
- •Concentration limit compliance: PASS
- •Sector exposure limits: Within bounds
- •Related party transactions: None flagged
- •Last NAV audit: March 2024
Extraction Output
{
"document_type": "cas_detailed",
"portfolio_summary": {
"total_aum": 2847532.45,
"equity_pct": 68.4,
"debt_pct": 24.1,
"hybrid_pct": 7.5,
"total_schemes": 12
},
"holdings": [
{
"scheme": "HDFC Top 100 Fund - Direct",
"units": 234.567,
"nav": 892.34,
"value": 209289.42,
"weight_pct": 7.35
}
],
"verification_score": 0.98,
"tier_used": "T0_DETERMINISTIC",
"cost": "$0.00"
}NPS / Pensions
Complete extraction for NPS Offer Documents, e-CRA Statements, PFM Reports, and Annuity Prospectuses. Contribution history, NAV tracking, and retirement projections.
{
"document_type": "nps_statement",
"subscriber": {
"pran": "XXXX-XXXX-1234",
"tier": "Tier I"
},
"contributions": {
"total": 1245000,
"employer": 745000,
"employee": 500000,
"fy_current": 150000
},
"allocation": {
"equity_E": 50.0,
"corporate_bonds_C": 30.0,
"govt_securities_G": 20.0
},
"current_value": 1892456.78,
"verification_score": 0.97
}Your industry not listed?
ClearSight supports custom document types via YAML configuration. No code changes needed — define your extraction rules, validation schemas, and persona lenses in configuration files.