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Agentic Document Processing

Overview​

This example demonstrates advanced AI-powered insurance claims processing using the AgenticDocumentProcessing construct with Amazon Bedrock and multi-agent workflow capabilities.

Use Case: Complex document analysis, multi-step processing, validation workflows

Note: This example uses insurance claims processing as a demonstration, but can be easily adapted for any document type by modifying the agent prompts and tools.

What This Example Does​

The system automatically analyzes travel insurance claims, verifies them against policies, and provides approval decisions using an AI agent with specialized tools:

  • Document Analysis: Extracts key information from travel claims
  • Policy Verification: Downloads and analyzes insurance policies
  • Supporting Document Review: Validates receipts and supporting evidence
  • Cross-Reference Checking: Ensures claim details match supporting documents
  • Decision Making: Provides approval/denial with detailed justification

Architecture​

Flow:

  1. Document uploaded to raw/ folder triggers S3 event
  2. S3 event sent to SQS queue
  3. SQS Consumer Lambda processes event and starts Step Functions workflow
  4. Step Functions orchestrates document classification and agentic processing
  5. Agentic Processing Lambda uses Bedrock Claude 3.5 Sonnet with specialized tools

Key Features​

  • Agentic Processing: AI agent with tool integration for complex reasoning
  • Dynamic Tool Loading: S3-based tool storage with runtime loading
  • Multi-Document Analysis: Cross-references claims with policies and supporting documents
  • Intelligent Decision Making: Provides structured approval decisions with justification
  • Enhanced Memory: 1024MB allocation for complex processing tasks

Deployment​

Prerequisites​

  • AWS CLI configured
  • CDK CLI installed (npm install -g aws-cdk)
  • Node.js 18+
  • Amazon Bedrock model access (Claude 3.5 Sonnet)

Deploy Steps​

cd examples/document-processing/agentic-document-processing
npm install
AWS_PROFILE=your-profile npx cdk deploy --require-approval never

Usage Example​

Upload Documents​

The system expects documents in specific S3 locations:

# 1. Upload policy document
./upload-document.sh sample-files/GTI-2024-789456.pdf policy

# 2. Upload supporting documents
./upload-document.sh sample-files/hotel_receipt.pdf supporting GTI-2024-789456
./upload-document.sh sample-files/meal_receipts.pdf supporting GTI-2024-789456
./upload-document.sh sample-files/airline_delay_notification.pdf supporting GTI-2024-789456

# 3. Upload claim to trigger processing
./upload-document.sh sample-files/travel_claim.pdf

Expected S3 Structure​

s3://bucket/
├── raw/                           # Triggers processing
│   └── travel_claim.pdf
├── policies/                      # Agent downloads from here
│   └── GTI-2024-789456.pdf
└── supporting_documents/          # Agent downloads from here
    └── GTI-2024-789456/
        ├── hotel_receipt.pdf
        ├── meal_receipts.pdf
        └── airline_delay_notification.pdf

Expected Results​

The agent provides structured JSON output:

{
  "documentId": "travel-claim-1756401373049",
  "classificationResult": {
    "documentClassification": "INSURANCE_CLAIM"
  },
  "processingResult": {
    "result": {
      "claim_approved": false,
      "justification": "While most of the claim is valid and within policy limits, there is missing documentation for the ground transportation expenses ($25.00). The flight delay of 18 hours is covered under the policy and the hotel and meal expenses are properly documented."
    }
  }
}

Agent Capabilities​

The insurance claims specialist agent uses specialized tools to:

  • Download insurance policies from S3
  • Retrieve supporting documents
  • Perform cross-document verification
  • Generate structured claim decisions with detailed reasoning

Sample Files​

The sample-files/ directory contains a complete test dataset:

  • travel_claim.pdf - Flight delay compensation claim
  • GTI-2024-789456.pdf - Travel insurance policy
  • hotel_receipt.pdf - Hotel accommodation receipt
  • meal_receipts.pdf - Food expense receipts
  • airline_delay_notification.pdf - Official delay notification

Configuration Options​

new AgenticDocumentProcessing(this, 'AgenticProcessing', {
  processingAgentParameters: {
    toolsBucket: myToolsBucket,
    toolsLocation: ['s3://my-tools-bucket/validation-tools/'],
    agentSystemPrompt: 'You are a financial document processing agent...',
    lambdaLayers: [myCustomDependenciesLayer]
  },
  useCrossRegionInference: true,
  enableObservability: true
});

Monitoring​

# List recent executions
aws stepfunctions list-executions --state-machine-arn <state-machine-arn>

# Get execution output
aws stepfunctions describe-execution --execution-arn <execution-arn>

Troubleshooting​

Common Issues:

  1. Agent returns null result: Missing policy or supporting documents - ensure all referenced documents are uploaded to correct S3 locations
  2. Step Functions not triggered: Upload to wrong S3 prefix - upload claims to raw/ folder only
  3. Tool loading errors: Check tools bucket permissions and S3 paths

Cleanup​

npx cdk destroy

Note: This will delete all resources including the S3 bucket and any uploaded documents.