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Simplify retirement plan onboarding and changes. Extract contribution percentages, Roth vs. traditional elections, investment fund allocations, and beneficiary designations. Validate against IRS limits and plan rules automatically.
401k-enrollment.pdf
Viewer
JSON
employee_name
Marcus Johnson
employee_id
EMP-00345
date_of_birth
1985-09-12
hire_date
2024-01-15
enrollment_effective_date
2024-04-01
contribution_elections
pre_tax_percentage: 10, roth_percentage: 5, total_contribution: 15, catch_up_eligible: false
Investment_allocations
3 items
fund_name
percentage
Target Date 2050
60
S&P 500 Index
25
Bond Index Fund
15
Beneficiaries
2 items
name
relationship
percentage
type
Angela Johnson
Spouse
100
Primary
James Johnson
Son
100
Contingent
rollover_pending
false
employee_signature
[Signed]
signature_date
2024-02-20
401k-enrollment.pdf
Viewer
JSON
employee_name
Marcus Johnson
employee_id
EMP-00345
date_of_birth
1985-09-12
hire_date
2024-01-15
enrollment_effective_date
2024-04-01
contribution_elections
pre_tax_percentage: 10, roth_percentage: 5, total_contribution: 15, catch_up_eligible: false
Investment_allocations
3 items
fund_name
percentage
Target Date 2050
60
S&P 500 Index
25
Bond Index Fund
15
Beneficiaries
2 items
name
relationship
percentage
type
Angela Johnson
Spouse
100
Primary
James Johnson
Son
100
Contingent
rollover_pending
false
employee_signature
[Signed]
signature_date
2024-02-20
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| Feature | DocuPipe | Textract | Google OCR | GPT |
|---|---|---|---|---|
| OCR printed text | ||||
| Handle simple tables | ||||
| Handle long documents | ||||
| OCR handwriting | ||||
| Nested tables | ||||
| Complex forms | ||||
| Crossed out text | ||||
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| AI document standardization | ||||
| Speed | ||||
| Document type classification | ||||
| Document Splitting | ||||
| Highlight information source on document | ||||
| Visual Review |





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