Use Cases

Real-world applications of mission-critical architecture.

Data & AI Infrastructure

Statera — AI-Assisted Financial Document Review Platform

Designing and building the backend infrastructure for a production AI platform that helps financial professionals annotate, verify, and review complex documents with multi-model AI orchestration.

The Challenge

Financial audit workflows involve high volumes of structured documents — SEC filings, financial statements, backup evidence — that require precise annotation, cross-referencing, and verification. Existing tools lacked the infrastructure to support real-time AI assistance at the document level while maintaining the reliability and auditability that high-stakes review demands.

The Solution

Architected and built the core data and AI infrastructure for Statera, a multi-tenant platform purpose-built for financial document review. The system combines a hybrid Django + FastAPI ASGI backend with five specialized Celery worker queues for isolated, fault-tolerant background processing. A tri-search stack — ChromaDB for vector similarity, Tantivy for full-text SEC filing search, and Azure Cognitive Search for structured issuer lookups — powers document retrieval across modalities. All secrets are managed through Azure Key Vault, and AI task orchestration routes through a configurable executor layer with streaming response support.

Impact

  • Production AI at Document Scale: Multi-model AI orchestration processes financial documents with configurable concurrency and streaming NDJSON responses, keeping reviewers unblocked.
  • Fault-Tolerant Processing: Dedicated Celery workers prevent memory-intensive PDF operations from degrading orchestration and API responsiveness.
  • Audit-Ready Infrastructure: Azure Key Vault integration, RBAC, and soft-deletion across all models ensure the system meets the traceability requirements of financial workflows.
  • Tri-Modal Search: Vector, full-text, and structured search operating in parallel gives reviewers precise retrieval across diverse document types and issuer data.