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Development of an Intelligent Document Management and Summarization System for Environmental Policy Organizations
  1. case
  2. Development of an Intelligent Document Management and Summarization System for Environmental Policy Organizations

Development of an Intelligent Document Management and Summarization System for Environmental Policy Organizations

s-pro.io
Non-profit

Challenges in Managing and Accessing Complex Policy Documents

The organization faces difficulties handling a large and complex archive of over 1,400 environmental policies, resolutions, and recommendations. Maintaining up-to-date policy tracking, enabling quick access to relevant information, and understanding interrelated guidelines require advanced document management and natural language processing capabilities. Current manual processes hinder efficient decision-making and strategic planning.

About the Client

A large environmental-focused non-profit organization managing extensive policy documents, resolutions, and recommendations needing advanced data access and analysis tools.

Goals for Enhancing Policy Document Accessibility and Insight

  • Implement a scalable, AI-powered document management system to organize and cluster policy documents hierarchically by thematic areas such as climate, oceans, governance, etc.
  • Enable fast retrieval and summarization of relevant policy information across multiple documents and versions.
  • Develop an interactive, user-friendly chat interface to facilitate natural language queries, reducing training requirements and increasing adoption.
  • Track and visualize changes in policies and recommendations over time to ensure all teams have access to current and historical data.
  • Ensure data security, compliance with organizational standards, and scalability for future expansion.

Core Functionalities for Advanced Environmental Policy Management

  • Hierarchical organization of policy documents into thematic clusters for intuitive navigation.
  • Automated clustering and categorization of documents using machine learning models.
  • Sophisticated natural language understanding for identifying key themes, extracting relevant clauses, and providing context-aware summaries.
  • Graph-based tracking of policy evolution and relationship analysis between documents.
  • Interactive chat-based interface enabling users to pose specific questions, obtain summaries, and cite references directly from the document corpus.
  • Filtering options by topics, geography, date, and status to refine search results.
  • Real-time update tracking and version control for policy changes.

Preferred Tech Stack for Policy Document AI System

Cloud infrastructure aligned with organizational security standards
Microsoft Azure platform for hosting, security, and AI services
Azure OpenAI APIs for natural language processing and chatbot functionalities
Cognitive Search for optimized document indexing and retrieval
Hugging Face models for clustering, classification, and extraction tasks
Microservices architecture to ensure scalability and maintainability

Essential External System Integrations

  • Existing document repositories and archival systems
  • Identity and access management systems for secure user authentication
  • Version control systems for tracking document modifications
  • Organizational data security and compliance frameworks

Critical Non-Functional System Requirements

  • Scalability to handle growth from 1,400 to potentially 10,000+ documents
  • High availability with 99.9% uptime for continuous access
  • Response time under 2 seconds for common queries
  • Data encryption both at rest and in transit to ensure confidentiality
  • Compliance with organizational and international data security standards

Expected Business Benefits of the Policy Document System

The newly implemented AI-driven document management system will significantly reduce time spent searching and understanding complex policy documents, increasing efficiency by over 50%. It will improve accuracy in policy tracking, ensure teams are always updated with the latest guidelines, and support strategic decision-making with holistic views of policy evolution, ultimately enhancing the organization’s capacity to implement effective environmental strategies.

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