AI-Powered Document Processing UX Design - Figma

UX DESIGN - Business Requirement:
The Intelligent Document Processing (IDP) platform is an AI-powered enterprise system designed to automate the processing of unstructured documents to classify them and extract data from the documents. Basically, iDP identifies what type of document it is (classification) and extracts data from unstructured document into structured data.
Across industries, nearly 80% of enterprise documents are unstructured, including scanned PDFs, images, handwritten forms, and email attachments. These documents require significant manual effort for classification, data extraction, and validation.
The platform converts digitized documents into structured digital data assets using technologies such as OCR, NLP, and computer vision.

Design a simple, scalable, enterprise-grade UX that enables users to:

• Ingest documents from multiple channels
• Automatically classify and process documents
• Extract data from documents. Show extracted data on one side and the document on the other side highlighting the extracted data and establishing some kind of linkage between extracted data and the place from which it is extracted in the doment.
• Create a human in the loop interface to review and validate extracted business data by humans
• Track document processing status in real time
• Generate insights in terms of charts and dashboards

UX Design Scope

The Freelancer is expected to design UX screens only (mockups / wireframes) for the following modules:

1. Document Intake
• Upload documents (single & bulk)
• Support scanned PDFs, images, and email files
• Upload status indicators
• File preview
2. Document Discovery
• Automatic document classification
• Document quality checks
• File splitting and grouping
• Classification confidence indicators

3. Document Processing
• AI-extracted data view
• Field-level confidence scores
• Highlighted extraction zones
• Manual correction and validation
• Exception handling
4. Workflow & Status Tracking
• Processing queues
• Document statuses
(New / In Progress / Review / Completed)
• SLA and TAT indicators
5. Output & Insights
• Structured data output view
• Document summary
• Export options
• Basic analytics dashboard
Deliverables:
Freelancer are expected to submit:
High-level UX flow / user journey
• Wireframes or high-fidelity mockups
• Clickable prototype (Figma preferred)
• Brief design rationale and assumptions