📅 2025-10-28 — Session: Automated triage and validation for accounting documents
🕒 05:20–06:00
🏷️ Labels: Automation, Validation, Schema, Python, Accounting
📂 Project: Accounting
Session Goal
The session aimed to enhance automation processes for managing accounting documents, focusing on triage, validation, and file management.
Key Activities
- Developed a structured triage agent for handling accounting inboxes, focusing on extracting and validating statement-related information using a strict schema.
- Conducted a review of annotation practices, proposing validation rules and schema improvements to enhance data processing consistency and accuracy.
- Implemented an enhanced Python function to generate filenames for payment and statement documents, ensuring prioritization of essential fields and graceful handling of fallbacks.
- Applied a patch to the
move_triage_files.pyscript, improving validation for different document roles and error handling during file moving. - Created a validation checklist for statement records, addressing date issues and ensuring schema compliance.
Achievements
- Successfully outlined a structured approach for triage and validation in accounting documents.
- Improved annotation practices and schema consistency.
- Enhanced file management with a robust filename builder and improved validation processes.
Pending Tasks
- Further testing and integration of the new validation rules and filename builder into existing systems.
- Continuous monitoring and adjustment of schema improvements as needed.