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| 1 | +# DocAI Platform |
| 2 | + |
| 3 | +**AI-Powered Document Intelligence API** - A production-ready SaaS platform for document processing, OCR, and data extraction. |
| 4 | + |
| 5 | +[Live Demo](https://docai-demo.example.com) | [API Docs](https://api.docai.example.com/docs) | [Pricing](https://docai.example.com/pricing) |
| 6 | + |
| 7 | +## What is DocAI? |
| 8 | + |
| 9 | +DocAI is a B2B SaaS product that enables businesses to extract structured data from documents using AI. Upload invoices, receipts, contracts, or forms - get back structured JSON. |
| 10 | + |
| 11 | +### Use Cases |
| 12 | +- **Invoice Processing** - Extract vendor, amounts, line items, dates |
| 13 | +- **Receipt Digitization** - Capture expenses automatically |
| 14 | +- **Contract Analysis** - Pull key terms, dates, parties |
| 15 | +- **Form Processing** - Digitize any structured form |
| 16 | + |
| 17 | +## Architecture |
| 18 | + |
| 19 | +``` |
| 20 | + ┌─────────────────────────────────────────┐ |
| 21 | + │ DocAI Platform │ |
| 22 | +┌──────────────┐ ├─────────────────────────────────────────┤ |
| 23 | +│ │ HTTPS │ │ |
| 24 | +│ Customer │───────────────────▶│ ┌─────────────┐ ┌──────────────┐ │ |
| 25 | +│ App/SDK │ │ │ API Gateway │───▶│ Cognito │ │ |
| 26 | +│ │◀───────────────────│ │ (REST/WS) │ │ (Auth) │ │ |
| 27 | +└──────────────┘ JSON Response │ └──────┬──────┘ └──────────────┘ │ |
| 28 | + │ │ │ |
| 29 | + │ ▼ │ |
| 30 | + │ ┌─────────────────────────────────┐ │ |
| 31 | + │ │ Lambda Functions │ │ |
| 32 | + │ │ ┌─────────┐ ┌──────────────┐ │ │ |
| 33 | + │ │ │ Upload │ │ Process │ │ │ |
| 34 | + │ │ │ Handler │ │ Document │ │ │ |
| 35 | + │ │ └────┬────┘ └──────┬───────┘ │ │ |
| 36 | + │ └───────┼──────────────┼──────────┘ │ |
| 37 | + │ │ │ │ |
| 38 | + │ ▼ ▼ │ |
| 39 | + │ ┌────────────┐ ┌─────────────────┐ │ |
| 40 | + │ │ S3 │ │ Textract │ │ |
| 41 | + │ │ (Docs) │ │ (AI/OCR) │ │ |
| 42 | + │ └────────────┘ └─────────────────┘ │ |
| 43 | + │ │ │ │ |
| 44 | + │ └──────┬───────┘ │ |
| 45 | + │ ▼ │ |
| 46 | + │ ┌──────────────────────────────────┐ │ |
| 47 | + │ │ DynamoDB │ │ |
| 48 | + │ │ - Users/Tenants │ │ |
| 49 | + │ │ - Documents │ │ |
| 50 | + │ │ - Usage/Billing │ │ |
| 51 | + │ └──────────────────────────────────┘ │ |
| 52 | + │ │ │ |
| 53 | + │ ▼ │ |
| 54 | + │ ┌──────────────────────────────────┐ │ |
| 55 | + │ │ Webhooks (EventBridge) │ │ |
| 56 | + │ │ → Notify customer on completion │ │ |
| 57 | + │ └──────────────────────────────────┘ │ |
| 58 | + │ │ |
| 59 | + └─────────────────────────────────────────┘ |
| 60 | +``` |
| 61 | + |
| 62 | +## Features |
| 63 | + |
| 64 | +### For Customers |
| 65 | +| Feature | Description | |
| 66 | +|---------|-------------| |
| 67 | +| REST API | Simple JSON API for document upload and retrieval | |
| 68 | +| Async Processing | Upload documents, get webhook when ready | |
| 69 | +| Multi-format Support | PDF, PNG, JPG, TIFF | |
| 70 | +| Confidence Scores | AI confidence for each extracted field | |
| 71 | +| Custom Templates | Define extraction schemas for your documents | |
| 72 | +| SDKs | Python, Node.js, Go client libraries | |
| 73 | + |
| 74 | +### Platform Capabilities |
| 75 | +| Capability | Implementation | |
| 76 | +|------------|----------------| |
| 77 | +| Multi-tenancy | Cognito user pools + DynamoDB tenant isolation | |
| 78 | +| Authentication | JWT tokens via AWS Cognito | |
| 79 | +| Rate Limiting | API Gateway throttling per pricing tier | |
| 80 | +| Usage Tracking | DynamoDB counters + CloudWatch metrics | |
| 81 | +| Webhooks | EventBridge → SNS/HTTP for async notifications | |
| 82 | +| High Availability | Multi-AZ Lambda, DynamoDB on-demand | |
| 83 | + |
| 84 | +## Pricing Tiers (Example) |
| 85 | + |
| 86 | +| Tier | Pages/Month | Rate Limit | Price | |
| 87 | +|------|-------------|------------|-------| |
| 88 | +| Free | 100 | 10 req/min | $0 | |
| 89 | +| Starter | 1,000 | 60 req/min | $49/mo | |
| 90 | +| Business | 10,000 | 300 req/min | $299/mo | |
| 91 | +| Enterprise | Unlimited | Custom | Contact us | |
| 92 | + |
| 93 | +## API Example |
| 94 | + |
| 95 | +### Upload Document |
| 96 | +```bash |
| 97 | +curl -X POST https://api.docai.example.com/v1/documents \ |
| 98 | + -H "Authorization: Bearer YOUR_API_KEY" \ |
| 99 | + -H "Content-Type: multipart/form-data" \ |
| 100 | + -F "file=@invoice.pdf" \ |
| 101 | + -F "document_type=invoice" |
| 102 | +``` |
| 103 | + |
| 104 | +### Response |
| 105 | +```json |
| 106 | +{ |
| 107 | + "document_id": "doc_abc123", |
| 108 | + "status": "processing", |
| 109 | + "webhook_url": "https://your-app.com/webhook", |
| 110 | + "estimated_completion": "2024-01-15T10:30:00Z" |
| 111 | +} |
| 112 | +``` |
| 113 | + |
| 114 | +### Extraction Result (via webhook or polling) |
| 115 | +```json |
| 116 | +{ |
| 117 | + "document_id": "doc_abc123", |
| 118 | + "status": "completed", |
| 119 | + "document_type": "invoice", |
| 120 | + "extracted_data": { |
| 121 | + "vendor": { |
| 122 | + "value": "Acme Corp", |
| 123 | + "confidence": 0.98 |
| 124 | + }, |
| 125 | + "invoice_number": { |
| 126 | + "value": "INV-2024-001", |
| 127 | + "confidence": 0.99 |
| 128 | + }, |
| 129 | + "total_amount": { |
| 130 | + "value": 1250.00, |
| 131 | + "currency": "USD", |
| 132 | + "confidence": 0.97 |
| 133 | + }, |
| 134 | + "line_items": [ |
| 135 | + { |
| 136 | + "description": "Widget Pro", |
| 137 | + "quantity": 5, |
| 138 | + "unit_price": 250.00, |
| 139 | + "confidence": 0.95 |
| 140 | + } |
| 141 | + ] |
| 142 | + }, |
| 143 | + "processing_time_ms": 2340 |
| 144 | +} |
| 145 | +``` |
| 146 | + |
| 147 | +## Project Structure |
| 148 | + |
| 149 | +``` |
| 150 | +docai-platform/ |
| 151 | +├── terraform/ |
| 152 | +│ ├── modules/ |
| 153 | +│ │ ├── networking/ # VPC configuration |
| 154 | +│ │ ├── cognito/ # User authentication |
| 155 | +│ │ ├── api-gateway/ # REST API with throttling |
| 156 | +│ │ ├── lambda/ # Processing functions |
| 157 | +│ │ ├── dynamodb/ # Data storage |
| 158 | +│ │ ├── s3/ # Document storage |
| 159 | +│ │ └── monitoring/ # CloudWatch dashboards |
| 160 | +│ └── environments/ |
| 161 | +│ ├── dev/ |
| 162 | +│ └── prod/ |
| 163 | +├── src/ |
| 164 | +│ ├── api/ # API handlers |
| 165 | +│ ├── document-processor/ # AI extraction logic |
| 166 | +│ └── webhooks/ # Notification handlers |
| 167 | +├── docs/ |
| 168 | +│ ├── api-reference.md |
| 169 | +│ └── integration-guide.md |
| 170 | +└── .github/workflows/ # CI/CD |
| 171 | +``` |
| 172 | + |
| 173 | +## Technical Decisions |
| 174 | + |
| 175 | +| Decision | Choice | Why | |
| 176 | +|----------|--------|-----| |
| 177 | +| Compute | Lambda | Pay-per-use, scales to zero, no ops overhead | |
| 178 | +| Database | DynamoDB | Serverless, scales automatically, pay-per-request | |
| 179 | +| Auth | Cognito | Managed user pools, JWT, integrates with API Gateway | |
| 180 | +| OCR/AI | Textract | Managed, no ML ops, high accuracy | |
| 181 | +| IaC | Terraform | Reproducible, multi-environment, team-friendly | |
| 182 | +| Storage | S3 | Cheap, durable, lifecycle policies | |
| 183 | + |
| 184 | +## Deployment |
| 185 | + |
| 186 | +```bash |
| 187 | +# Deploy to dev |
| 188 | +cd terraform/environments/dev |
| 189 | +terraform init |
| 190 | +terraform apply |
| 191 | + |
| 192 | +# Deploy to prod |
| 193 | +cd terraform/environments/prod |
| 194 | +terraform init |
| 195 | +terraform apply |
| 196 | +``` |
| 197 | + |
| 198 | +## Monitoring |
| 199 | + |
| 200 | +### Key Metrics |
| 201 | +- Request latency (p50, p95, p99) |
| 202 | +- Error rate by endpoint |
| 203 | +- Documents processed per tenant |
| 204 | +- Textract API costs |
| 205 | +- Monthly active users |
| 206 | + |
| 207 | +### Alerts |
| 208 | +- Error rate > 1% |
| 209 | +- Latency p99 > 5s |
| 210 | +- Cost anomaly detection |
| 211 | +- Failed webhook deliveries |
| 212 | + |
| 213 | +## Security |
| 214 | + |
| 215 | +- All data encrypted at rest (S3, DynamoDB) |
| 216 | +- TLS 1.2+ for all API traffic |
| 217 | +- Tenant data isolation at database level |
| 218 | +- API keys rotatable per customer |
| 219 | +- SOC 2 Type II compliant architecture |
| 220 | + |
| 221 | +## License |
| 222 | + |
| 223 | +MIT |
| 224 | + |
| 225 | +--- |
| 226 | + |
| 227 | +**Built by**: Venkata Subramanian |
| 228 | +**Stack**: AWS Lambda, API Gateway, DynamoDB, S3, Textract, Cognito, Terraform |
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