Audits

[Kathleen Foody]

Has anyone had experience using Overview on financial audits? I'm curious how useful you found it considering all the standard charts and terms contained within most of them. Appreciate any advice or suggestions!

Katie

[Jonas Karlsson]

We tried some type of financial disclosure documents at some point. Since the documents were all the same form with different numbers and some short text snippets, there wasn't much for the Overview clustering algorithm to work with. 

What do the financial audit documents look like? Are there blocks of unstructured text, or is it just form data?

_jonas

[Kathleen Foody]

Unstructured text (but written by an auditor so there are patterns from one year to the next), charts and some form data. Similar layout to a budget you'd get from a state or city. 

[Jonas Karlsson]

Overview will disregard any charts and formatting - the first step of the process is to extract only the text from the documents (by uploading PDFs to documentcloud, for example).

If there are patterns in the text, the clustering algorithm should group documents with similar patterns in the same folders. Do you have a set of documents in mind that you can try?

_jonas