📅 2025-02-24 — Session: Structured Parsing and Management of Tax and Utility Bills
🕒 22:00–23:00
🏷️ Labels: Tax, Parsing, Financial Documents, Data Management, Automation
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a structured approach for parsing various types of tax and utility bills, focusing on creating unified data structures and validation rules to ensure accuracy and prevent duplicates.
Key Activities
- Property Tax Bills: Analyzed the differences between two property tax bills, proposed a unified data structure, and set validation rules for duplicate prevention.
- Debt Accumulation Tax Bills: Explored ARBA debt accumulation tax bills, identified parsing challenges, and proposed 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 schemas for shared elements and specific tables for unique details.
- Municipal Tax Bills: Created a standardized schema for municipal tax bills, detailing their structure and organization strategies.
- Financial Source Documents Taxonomy: Developed a taxonomy for organizing financial source documents, ensuring clarity and preparation for automation.
Achievements
- Successfully created unified data structures and schemas for various bills and reports.
- Established validation rules and organization strategies for efficient document management.
Pending Tasks
- Further refinement of the data structures and validation rules for edge cases.
- Implementation of automation processes for document classification and management.