Simplify Customer Verification by Expediting Data Extraction

The Problem: Manual Customer Verification Doesn't Scale

As your startup grows, the volume of customer verification documents can quickly become overwhelming. Relying on manual data entry creates significant bottlenecks and risks.

Key Challenges

• Tedious Manual Work: Team members spend countless hours manually reviewing IDs and documents, locating key data points, and typing them into your system.
• Prone to Human Error: Manual data entry is susceptible to typos and oversights, potentially leading to compliance violations or fraudulent activity going undetected.
• Slow Onboarding: Manual processing creates delays in the onboarding process, leading to a frustrating experience for new customers.

The Solution: A Unified Workflow for Identity Verification

pdfAssistant empowers your startup to streamline the critical steps of customer verification by creating a powerful workflow for data extraction.

With a custom workflow, you can expedite critical steps such as:

• Convert to PDF: Normalize various image formats (JPEG, PNG) into a consistent PDF format for easier processing.
• OCR PDFs for Searchable Text: Transform non-searchable scans and images into fully searchable documents, making data extraction possible.
• Extract Text from PDFs: Quickly pull all text content from the document, which can then be used to identify and extract specific data points like name, address, and document numbers.

This streamlined approach significantly reduces the manual effort involved in customer verification, allowing your team to focus on growth and customer success.

Data Security and Privacy

We understand the sensitive nature of customer identification documents. Our platform is built with robust security measures to protect your data at every step. All files are encrypted both in-transit and at rest. To ensure your privacy, every file is permanently deleted from our servers within 24 hours of processing.

We do not share any of your files with third-party services, including AI models like OpenAI. All file processing is performed directly by our own product and service, the pdfRest API, which is HIPAA and GDPR compliant. This commitment to data privacy is a core part of our mission. Furthermore, we are actively working toward SOC 2 Type 2 certification, with a third-party audit in progress and a final report anticipated to be available for public access by Q4 2025.

Step-by-Step: Expedite Your Customer Verification

Here’s how your startup can set up a scalable workflow for processing verification documents.

Step 1: Define Your Workflow Template

Decide on the exact steps for processing customer submissions. A standard workflow should include:

• Convert to PDF: Normalize image files.
• OCR: Make the document text searchable.
• Extract Text: Pull the raw text content.

Step 2: Build the Workflow with the AI Assistant

In the pdfAssistant UI, you can describe your workflow in plain language, such as: "First, convert all my uploaded images to PDF. Then, run OCR to make the text searchable. Next, extract all the text."

Step 3: Apply the Workflow and Process Submissions

Save the workflow as "Customer Verification." Then, go to the Batch Processing tab, and click Add Tasks. Select your saved Workflow, and drag in a batch of customer-submitted ID documents and verification files. After reviewing the tasks in your Task Queue, click Run All Ready Tasks, and the documents will begin processing right away.

Step 4: Review and Verify

Once complete, you can download all the output files from the right-side panel. You will receive a folder containing a searchable PDF of each submitted document and a separate folder with the extracted text files. The text files provide the raw text, making it easy to locate and verify key data points against your internal records or a third-party verification service.

The Benefits: Speed, Accuracy, and Enhanced Compliance

Implementing expedited customer verification offers significant advantages for startups.

• Accelerated Onboarding: Speed up the verification process, providing a smoother and faster experience for new customers.
• Improved Accuracy: Reduce the risk of manual data entry errors, leading to more reliable customer data and fewer compliance issues.
• Enhanced Compliance: Ensure consistent and accurate data capture to meet stringent KYC/AML regulations.
• Increased Efficiency: Free up your team from tedious manual tasks, allowing them to focus on customer engagement and core business activities.

Example Use Case

Imagine a rapidly growing FinTech startup onboarding hundreds of new users every day. Each user is required to upload a photo of their driver's license for identity verification.

The Problem

The support team spends hours manually reviewing each license, noting the name, date of birth, and license number, and comparing it to the user's application details. This process is slow, prone to errors, and doesn't scale with their user growth.

The Solution

The startup implements a "Customer Verification" Workflow in pdfAssistant. They simply drag the batch of uploaded license photos into the interface, select the workflow via Batch Processing, and click Run All Ready Tasks. Within minutes, the platform processes all the images, providing a searchable PDF and a text file containing the extracted information for each license. This drastically reduces the verification time per user and improves the accuracy of their records.

Final Thoughts

For startups in regulated industries, efficient and accurate customer verification is critical. By streamlining this crucial process with pdfAssistant, you can streamline your onboarding, enhance compliance, and focus on building a trusted and reliable platform for your users.

Try It Yourself

You can try pdfAssistant’s Batch Processing and Workflow builder for free, no credit card required.

👉 Start streamlining your customer verification today and experience the power of document automation.