I'm looking to enhance our current document matching capabilities with a feature that closely resembles the VLOOKUP function in Excel but extends this functionality to search within documents. The feature would streamline the process of verifying numerical amounts or specific data points against those listed within a given document.

The envisioned feature would work as follows: A user would input a unique identifier (e.g., a policy number, transaction ID, etc.), and the system would then locate this identifier within a selected document. Upon successful identification, it would prompt the user to define the data extraction parameters, allowing for the automatic retrieval of associated figures or information adjacent to or linked with the identifier, such as amounts or dates.

This feature would not only expedite the verification process by combining two steps into one but would also enhance accuracy and efficiency across various types of documents and use cases.

Impact:

Streamlines data verification processes across different document types
Reduces the need for multiple manual checks
Ensures higher data accuracy and efficiency

Very useful functionality. Would be great to have it developed.

Very important functionality to better performance.

It would be very nice if DS can match samples to underlying documents with document matching and then extract extra fields that are needed but not yet in the sample data (f.e. with invoice extraction)