Case Study

Enabling Document Automation & Compliance for a New-Age Fintech Startup

Enabling Document Automation & Compliance for a New-Age Fintech Startup

Enabling Document Automation & Compliance for a New-Age Fintech Startup

Prachay is a fast-growing fintech startup needed a robust system to automate loan document generation and validation—without compromising on performance, regulatory compliance, or security. The challenge involved integrating with financial institutions, managing data-sensitive workflows, and eliminating manual intervention across the process.

Prachay is a fast-growing fintech startup needed a robust system to automate loan document generation and validation—without compromising on performance, regulatory compliance, or security. The challenge involved integrating with financial institutions, managing data-sensitive workflows, and eliminating manual intervention across the process.

The startup required a scalable document management platform that could ensure data sanity, strict access controls, and seamless integration with external financial systems. Key goals included optimizing performance through cloud infrastructure, minimizing manual workflows, and maintaining regulatory compliance through encryption, secure authentication, and structured audit trails.

Enabling Document Automation & Compliance for a New-Age Fintech Startup

The Josh Edge

Drawing on our expertise in fintech automation, compliance systems, and secure cloud deployments, we delivered a flexible platform designed for scale and security. Here’s what we implemented:

Data-Driven Workflow Engine: Developed a structured document generation system with dynamic templates for various loan types (e.g., NCD, EPF, ELF), supporting multiple user roles and maker-checker controls.

Secure & Role-Based Access: Built an easy-to-use platform with granular access management, ensuring only authorized users could generate or view sensitive documents at defined stages.

Institutional Integration: Collaborated with financial institutions to align with their validation and documentation standards, streamlining approval workflows and data exchanges.

Cloud Storage & Encryption: Integrated with Google Drive and AWS S3 for secure, flexible storage of templates and generated PDFs—complete with encryption and access-level controls.

Deliver Real Value

90% Reduction in Manual Processing Time – Automated workflows drastically reduced document turnaround time and increased operational efficiency.

Regulatory Compliance & Security – Implemented encryption, structured storage, and access audits to meet regulatory mandates with confidence.

Improved Customer Experience – Faster loan approvals and a user-friendly UI simplified document workflows and boosted satisfaction.

Flexible Cloud Integration – Accepted and processed loan-related data in various formats, auto-generating secure documents with controlled access.

Core Banking Configuration

Data Analytics & Intelligence

Innovation & Custom Solutions

Pipelines & Ingestion

Fintech