📅 2025-02-24 — Session: Structured Parsing and Management of Tax and Utility Bills
🕒 22:00–23:00
🏷️ Labels: Tax Parsing, Financial Documents, Schema Design, Automation, Data Management
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a structured approach for parsing and managing various financial documents, including property tax bills, debt accumulation reports, utility bills, and municipal tax bills.
Key Activities
- Parsing Property Tax Bills: Analyzed the differences between two property tax bills and developed a unified data structure for parsing, including validation rules to prevent duplicates.
- Debt Accumulation Analysis: Conducted a technical breakdown of ARBA debt accumulation tax bills, addressing parsing challenges and solutions for handling unpaid periods.
- Outstanding Debt Reports: Provided a comprehensive analysis of outstanding debt reports, detailing their structure and integration into a financial database schema.
- Financial Document Organization: Outlined a systematic approach to organizing financial documents, suggesting folder structures and processing methods.
- Utility Bills Management: Developed a structured approach for managing utility bills, detailing a core schema and guidelines for payment status handling.
- Municipal Tax Bills: Outlined a standardized schema for municipal tax bills, detailing their structure and organization strategies.
- Financial Document Taxonomy: Created a taxonomy for organizing financial source documents, ensuring clarity and preparation for automation.
Achievements
- Established a unified data structure and validation rules for property tax bill parsing.
- Developed solutions for parsing ARBA debt accumulation bills and preventing duplicate entries.
- Integrated outstanding debt reports into a financial database schema.
- Implemented a systematic organization strategy for financial documents.
- Created a core schema for utility bills management.
- Standardized schema for municipal tax bills.
- Developed a taxonomy for financial document organization.
Pending Tasks
- Implement the proposed schemas and structures into the existing financial management systems.
- Automate the document classification and organization process based on the developed taxonomy.