Finance

From Weeks of Analysis to Hours with Generative AI

Orient Technologies built an agentic AI solution on AWS to analyze complex financial documents, automate multi-dimensional due diligence and generate structured assessments in minutes to hours.

Business Overview
A national development finance institution in India supporting micro, small and medium enterprises (MSMEs) needed to assess non-banking financial companies (NBFCs) more efficiently. Its assessment process involved reviewing extensive financial and regulatory documentation across multiple due-diligence dimensions.
01

The Challenges

Document-Heavy Assessments
Time-Consuming Manual Reviews
Complex Scanned Documents
Multi-Dimensional Analysis
Governance and Data Protection
02

The Solutions

Intelligent Document Ingestion
Built a document-processing pipeline using Amazon Bedrock Knowledge Bases and Amazon OpenSearch Serverless to support document indexing, retrieval and semantic search.
Automated Text Extraction
Integrated Amazon Textract to extract information from scanned financial documents and make their contents available for analysis.
Parallel Multi-Agent Analysis
Used AWS Step Functions and AWS Lambda to coordinate eight parallel agent groups, each responsible for analyzing a defined set of due-diligence dimensions
Retrieval-Augmented Generation
Leveraged Amazon Bedrock foundation models and retrieved document evidence to generate structured findings across the assessment dimensions.
AI Guardrails and Human Validation
Implemented Amazon Bedrock Guardrails for content safety, denied topics and personal-data handling, with analyst review before assessments were used for decisions. AWS CloudFormation enabled repeatable infrastructure deployment
02

The Solutions

03

The Results

Reduced the assessment turnaround from a manual process lasting four to six weeks to AI-assisted analysis completed in minutes to hours.
Designed the solution to process extensive document sets for each NBFC assessment.
Enabled structured analysis across more than 20 assessment dimensions.
Distributed analysis across eight agent groups to cover different sets of due-diligence dimensions concurrently.
Generated structured findings to support greater consistency across NBFC assessments.
Introduced guardrails and analyst validation before assessment findings were used in decision-making.
FAQ

You ask, we answer

What kind of networking and content delivery solutions does Orient Technologies Limited offer?

Orient Technologies Limited offers a range of networking and content delivery network solutions.

What industries do you cater to?

We provide Cloud services to a wide range of industries, including Pharmaceutical, Healthcare, BFSI, ITeS, Government-PSU and more.

How can a company prepare for cloud to cloud migration?

A company can prepare for cloud to cloud migration by performing a comprehensive inventory of its current infrastructure, data, and applications, identifying potential compatibility issues or data migration challenges, selecting a compatible cloud provider, and developing a migration plan that includes testing and risk management measures

How can a company ensure data security during cloud to cloud migration?

A company can ensure data security during cloud to cloud migration by using encryption and secure transfer protocols, implementing access controls and user authentication measures, and performing regular security audits and risk assessments.

How can Orient Technologies Limited help us migrate our existing applications and data to the cloud?

Our team of experts can assist you with the planning, execution, and testing of your migration to the cloud. We also offer automated tools and services to help you migrate your applications and data quickly and efficiently.

What sets your cybersecurity solutions apart from competitors?

Full-spectrum Cybersecurity Solutions - From Cybersecurity Awareness, endpoint security to Cloud Security and everything in between, Proactive threat intelligence, reducing vulnerabilities before they escalate, Customizable security layers based on your unique business needs, Strategic consulting through vCISO services, ensuring leadership-driven security frameworks, Cost-effective scalability, offering enterprise-level security to businesses of all sizes.

What’s the ROI of investing in cybersecurity with Cyber Solutions?

Businesses that invest in proactive cybersecurity measures reduce breach costs by an average of 70%.

What industries benefit the most from your cybersecurity solutions?

Healthcare (PHI - protecting personal health information), Finance (Aligning with regulatory compliances; safeguarding critical information assets), Retail & E-commerce (preventing data theft and securing payment systems), Technology (safeguarding intellectual property), SMBs and enterprises facing evolving digital threats.

How do your solutions ensure compliance with regulations like GDPR, HIPAA, or PCI DSS?

Our solutions are designed with compliance at their core. We offer frameworks and automated tools to ensure your security practices align with industry regulations, minimizing risk and preventing costly breaches.

How do you protect remote workforces and endpoints?

Through advanced Endpoint Detection and Response (EDR) solutions, we secure devices across remote environments.

How do I know which cybersecurity service is right for my business?

We offer a cyber risk assessment and an initial consultation to evaluate your current security posture.

Can your solutions integrate with our existing security infrastructure?

Yes! Our services are designed to integrate seamlessly with your existing technology stack.

What’s the difference between active and passive networking?

Active networking includes powered components like routers and switches. Passive includes cabling and non-powered physical elements.

What kind of active networking solutions does Orient Technologies Limited offer?

Orient Technologies Limited offers a range of active networking components such as, switches, routers, SD-WAN, and WI-FI.

What kind of compute and storage solutions does Orient Technologies Limited offer?

Orient Technologies Limited offers a wide range of compute and storage solutions, including virtualization, servers, storage, HCI, Backup and more.

What industries do you cater to?

We provide Data Center Solutions to a wide range of industries, including Pharmaceutical, Healthcare, BFSI, ITeS, Government-PSU and more.

How can Orient Technologies Limited help us optimize our compute and storage infrastructure?

Our team of experts can analyze your current infrastructure and provide recommendations on how to optimize it for better performance, scalability, and cost-effectiveness. We also offer migration services to help you move to a more advanced and efficient infrastructure.

How can Orient Technologies Limited help us improve our collaboration capabilities?

Our team of experts can analyze your current collaboration infrastructure and provide recommendations on how to improve it for better productivity and efficiency. We also offer training and support services to ensure that your team is using the collaboration tools effectively.

What types of applications can be created using Power Apps?

Power Apps can be used to create a wide range of applications, including data entry forms, dashboards, workflows, and mobile applications.

What industries do you cater to?

We provide Digital Transformation services to a wide range of industries, including Pharmaceutical, Healthcare, BFSI, ITeS, Government-PSU and more.

What industries do you specialize in?

We work with businesses in healthcare, finance, manufacturing, and retail.

How quickly can I see results?

Most clients start seeing improvements in efficiency and data management within 3-6 months after implementation.

How does data warehousing help?

Data warehousing is the process of collecting, storing, and managing data from various sources in a central repository. It involves the use of specialized software and hardware to extract, transform, and load data from multiple sources into a structured data warehouse, where it can be accessed and analyzed for business intelligence purposes.

What are business analytics?

Business analytics refers to the practice of using data and statistical methods to analyze business operations and make informed decisions. This includes the use of advanced analytics techniques such as predictive modeling, data mining, and machine learning to extract insights from large and complex datasets.

Do you provide ongoing support?

Yes, we offer continuous support after implementation to ensure your digital transformation remains effective and scalable.

Can Power BI be used for collaboration and sharing?

Yes, Power BI includes collaboration and sharing features, allowing users to share reports and dashboards with others both inside and outside their organization.

What types of End-User Support are available?

End-User Support can include help desk services, online support resources, training and education, and on-site support services

What is involved in Zero Touch Deployment?

Zero Touch Deployment involves pre-configuring devices with settings, applications, and other configurations, and then using tools and automation to deploy the devices to end-users without requiring any manual intervention.

What industries do you cater to?

We provide End User Computing services to a wide range of industries, including Pharmaceutical, Healthcare, BFSI, ITeS, Government-PSU, and more.

What are the benefits of Device as a Service?

Device as a Service can provide organizations with predictable costs, simplified procurement and deployment processes, and access to the latest technology and support services.

How can Mobile Device Management improve security?

Mobile Device Management can help improve security by enforcing policies and controls that protect devices and data, such as passcode requirements, data encryption, and remote wipe capabilities.

How can Desktop Management in the Modern Workplace improve productivity?

Desktop Management in the Modern Workplace can improve productivity by providing employees with secure access to their applications and data from any device or location, and by streamlining the management and maintenance of desktop devices.

What is an Annual Maintenance Contract (AMC)?

An Annual Maintenance Contract (AMC) is an agreement between a customer and a service provider for the provision of ongoing maintenance and support services for a specified period. An AMC typically covers hardware and software maintenance, repair, and replacement services for IT systems, with the aim of ensuring maximum uptime and minimizing downtime.

What industries do you cater to?

We provide multi-vendor support, managed services, annual maintenance contract, and facility management services to a wide range of industries, including Pharmaceutical, Healthcare, BFSI, ITeS, Government-PSU and more.

What does Orient do in multi-vendor support?

Our Multi-vendor support services involve hardware and software support through annual maintenance contracts and includes troubleshooting, repair, and maintenance services for devices and systems from multiple vendors.

What does Orient do in managed services?

Our Managed services involve monitoring, maintenance, and support of IT systems and backup and disaster recovery services which involves offering software licenses and administration, management and support for backup and recovery of data.

How quickly can I see results with Orient ITeS services?

Many clients experience improved efficiency and reduced costs within the first 3-6 months of implementation.

How does Orient’s facility management services benefit businesses?

Orient has a large pool of skilled resources with a presence PAN India, this helps businesses to access specialized skills and expertise that they may not have in-house

Do you offer ongoing support after implementation?

Yes, our 24/7 support ensures your IT systems continue to perform optimally after implementation.