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Document management systems

The Business Need

A lead information provider based out of London had been providing critical data insights like the recent asset and corporate valuations, M&A deals, corporate financials, and operating data to the oil and gas industry for the past three decades. Documents had to be tagged and indexed in a way that facilitates their retrieval at both document and page level.

Challenges

The timely data furnished by the company as subscribed services has aided major oil and gas players in making key market decisions and in monitoring their competitors. Documents had to be tagged and indexed in a way that facilitates their retrieval at both document and page level. TechMobius had to come up with a comprehensive, ML-infused solution for content search, document retrieval and a solution to manage the backend content database.

The Mobius Solution

Mobius developed a cloud web application to perform the following process

  • Documents to be tagged were uploaded to the tightly secured Amazon S3 server directly by the client which is then registered with a unique ID
  • The incoming documents to the virtual private cloud were distributed by an elastic load balancer accordingly thus taking advantage of its auto-scaling feature
  • Provisions were made for users to tag the documents and suggested tags were pulled up from the ML-trained repository
  • The documents were then split into pages to aid page-level retrieval and then pushed to the Elastic search repository
  • Page indexing and content-based tagging within the page were achieved in Elastic search that makes it possible for editors to look up documents through keywords as well as phrase searches
  • The document was then published in the custom portal developed by Mobius that was well-fitted with user role-based access restrictions. The portal loaded with intuitive, UI-rich features that enable a researcher to download, bookmark, subscribe, tag and view the status of the registered documents

Highlights

The software solution provided brought all the documents to a single repository, skyrocketing the operational efficiency and productivity of the editors.
The custom-built portal that could be accessed from any device and featured role-based limits for its users, paved the way for seamless collaboration among the content users.

Results

TechMobius came up with a comprehensive, ML-infused solution involving the open-source, enterprise-level, full-text search engine – Elastic Search for content search, Amazon S3 for document retrieval and MySQL to manage the backend content database. This increased operational efficiency and productivity and was compatible across all devices making its functionality seamless.

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