Product Overview: B2C Document Extraction vs RLS

This project contains two distinct products that serve different markets and use cases. Understanding the distinction between these products is crucial for development and feature prioritization.

1. B2C Document Extraction Product

Overview

A consumer-focused document extraction platform that allows users to create custom templates and extract specific fields from their documents.

Key Features

  • Custom Template Creation: Users can define their own templates for any document type
  • Field Definition: Users specify which fields are relevant to their needs
  • Reusable Extraction: Once a template is created, users can extract the same fields from similar documents
  • User-Friendly Interface: Designed for non-technical consumers
  • Self-Service Model: Users manage their own templates and extractions

Target Audience

  • Individual consumers
  • Small businesses
  • Anyone needing to extract data from documents without technical expertise

Relevant Components

  • Template management system
  • Field definition interface
  • General document classification
  • User dashboard
  • Template library
  • Document upload interface

Document Types

  • Open-ended - users can define templates for any document type they need

2. RLS (Renovation Lending Software) Product

Overview

A specialized API-driven solution built specifically for renovation lending workflows, focusing on construction and renovation loan documentation.

Key Features

  • API-First Architecture: Designed primarily for programmatic access
  • Specialized Document Types: Focused on construction/renovation lending documents
  • Automated Workflows: Built for integration into existing lending systems
  • High-Volume Processing: Optimized for batch processing
  • Compliance-Focused: Ensures extraction of required fields for lending compliance

Target Audience

  • Lending institutions
  • Mortgage companies
  • Construction loan processors
  • Renovation lending platforms

Relevant Components

  • API endpoints for document extraction
  • Webhook delivery system
  • Specialized extractors for:
    • SOR (Statement of Repairs)
    • Insurance Certificates
    • Building Permits
  • API authentication and key management
  • Batch processing capabilities

Specific Document Types

  1. SOR (Statement of Repairs)

    • Contractor information
    • Itemized repair costs
    • Total project costs
    • Timeline information

  2. Insurance Certificates

    • Policy numbers
    • Coverage amounts
    • Effective dates
    • Named insureds
    • Property addresses

  3. Building Permits

    • Permit numbers
    • Approved work descriptions
    • Permit dates
    • Property information

Development Priorities

B2C Focus Areas

  • User experience improvements
  • Template creation workflow
  • General document type support
  • Self-service features
  • Template marketplace/sharing

RLS Focus Areas

  • API reliability and performance
  • Webhook delivery guarantees
  • Specialized extraction accuracy for SOR, Insurance, and Permits
  • Batch processing optimization
  • Integration documentation

Technical Separation

Shared Infrastructure

  • Document processing pipeline
  • AI/ML extraction models
  • Storage systems
  • Basic authentication

B2C-Specific

  • Web UI components
  • Template management database
  • User onboarding flows
  • Payment processing (if applicable)

RLS-Specific

  • API rate limiting
  • Webhook delivery system
  • Specialized extraction pipelines
  • API key management
  • RLS-specific database tables and RLS policies

Important Notes

  1. Default Focus: Unless explicitly stated, new features should be developed with the B2C product in mind
  2. RLS Features: Features specific to SOR, Insurance Certificates, or Building Permits are RLS-focused
  3. API Development: API endpoints are primarily for RLS but may serve B2C programmatic users
  4. Database Design: Consider both use cases when designing schema, but use separate tables where workflows diverge significantly