Document Intelligence· Private executive demonstration

PaymentsIQ

Vision-native compliance intelligence for payments operations

A citation-grounded document copilot for payments compliance, operations, and risk teams. It answers across regulations, SOPs, reports, and specifications—including charts and process diagrams—and links every claim to the exact source page and region.

Role · Product architecture and full-stack engineering

System anatomy

01Multimodal RAG

02Citation Grounding

03Compliance AI

04PII Redaction

The problem

Payments teams work across dense regulations and internal documents where a plausible answer is not enough. They need visual understanding, exact citations, grounding verification, PII controls, and an auditable record of every interaction.

What the system does

Capability with an operating model.

Cross-document questions over regulatory, risk, SOP, and specification corpora

Vision-native reading of charts, tables, and process diagrams

Clickable citations that jump to and highlight the exact PDF region

Verifier-generated grounding score with low-confidence disclaimer

PII redaction before audit storage and tamper-evident interaction records

Compliance report export plus query, latency, confidence, and cost dashboards

Architecture

How it fits together.

PyMuPDF page rendering and text extraction at ingest

BM25 + dense hybrid retrieval over page summaries and embeddings

Claude vision answer pass followed by a separate grounding verifier

ChromaDB for vectors, SQLite for metadata and audit, page-image cache on disk

Next.js workspace with react-pdf overlays, Zustand, TanStack Query, and SSE

Key decisions

Read the page, not just OCR

Charts and diagrams are passed as rendered page images so the model reasons over the visual source.

Citations are data

Document, page, bounding box, quote, and reasoning are structured objects that drive navigation and audit.

Call out demo boundaries

Synthetic documents and explicit production-readiness gaps keep the demonstration honest and reviewable.

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