Document Processing Automation — Prototype PRD
1. Product Overview
This app automates document processing for financial services. It targets mid-market firms to streamline loan document intake and compliance workflows. The app reduces manual input, improving accuracy and efficiency.
2. Users
- Primary User: Operations Manager responsible for document handling and workflow efficiency.
- Secondary User: Compliance Officer who reviews documents for regulatory adherence.
3. Core Workflow
- User uploads a document for processing.
- The app extracts data using OCR technology.
- The user reviews extracted information for accuracy.
- The app saves the processed document and notifies relevant stakeholders.
4. Key Features
- Document Upload — Allows users to upload various document formats for processing.
- Data Extraction — Utilizes OCR technology to extract information from uploaded documents.
- Review Interface — Provides a user-friendly interface for reviewing extracted data.
- Notification System — Sends alerts to users upon document processing completions.
- Dashboard Overview — Displays key metrics regarding document processing efficiency.
5. Sample Data
- Document 1: Loan application form with signatures and financial details.
- Document 2: KYC compliance verification with personal identification data.
- Document 3: Credit report with historical financial information.
6. Design Notes
- Single-page Next.js app, Shadcn UI, Tailwind CSS, dark mode.
- Dashboard layout with sidebar navigation.
- Realistic mock data throughout, no empty states.
- Core workflow only — no auth, no settings.
- Only use common lucide-react icons (Home, Settings, BarChart3, Users, FileText, Search, Bell, ChevronRight).