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Illume's financial analysts were burning 6+ hours per due diligence report on manual document extraction — work that required patience, not expertise. RTS Labs built a secure, RAG-powered platform that cuts report generation time by 50%, tripled analyst client capacity, and gave compliance teams a fully auditable extraction trail for the first time.
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Illume operates in a space where the stakes are high and the margin for error is slim: financial due diligence for clients navigating complex compliance landscapes. Their analysts are sharp, experienced, and expensive to deploy. But they were spending the majority of each engagement buried in work that demanded patience, not expertise — manually reading through hundreds of pages of compliance manuals, financial statements, and regulatory frameworks to extract a handful of key data points for risk reports.
The arithmetic was brutal. A single due diligence report consumed six or more analyst hours, most of it spent on extraction and template population rather than the risk judgment Illume’s clients were actually paying for. With demand growing and headcount fixed, the firm faced a hard ceiling on how many engagements they could take on at once. And because every analyst extracted data slightly differently, report consistency was becoming an increasing concern — not just for quality, but for compliance.
Each due diligence report required 6+ hours of analyst time — the majority spent manually reading source documents and populating templates. High-stakes judgment was being rationed while extraction work ran the clock.
With no way to accelerate extraction, analyst headcount was the only lever for taking on more clients. Hiring to scale meant diluting quality and compressing margins — neither was sustainable.
Report quality varied by analyst interpretation and familiarity. Without a standardized extraction layer, the same framework yielded different outputs—a growing compliance liability at scale.
RTS Labs reframed the problem: a due diligence report isn’t a writing problem, it’s a composition problem. The AI doesn’t write the report — it generates the components. Analysts still make the calls; they just spend their time on risk interpretation instead of document extraction. This framing kept compliance teams comfortable from the start and shaped every architectural decision that followed. The result is a secure, RAG-powered platform that ingests source documents, evaluates them against regulatory frameworks, and returns structured, source-cited report components — ready for analyst review and assembly.
Built an ingestion pipeline that processes compliance manuals, financial statements, and regulatory frameworks at scale. Documents are chunked, embedded, and indexed in Pinecone with metadata tagging by document type, source, and regulatory category — enabling precise retrieval by the extraction engine downstream.
Designed a multi-chain LangChain pipeline with specialized extraction chains for key financial metrics, regulatory compliance checks, and risk flag identification. Each output is grounded in retrieved source passages — no hallucination, every claim traceable to its original document and page reference.
The extraction engine produces structured, analyst-ready report components aligned to Illume's existing templates and regulatory frameworks. Analysts receive pre-populated sections with source citations attached — they review, adjust where judgment calls are needed, and assemble the final report in a fraction of the previous time.
Deployed on AWS with end-to-end encryption, role-based access controls, and full audit logging of every extraction, source retrieval, and analyst override. Compliance teams have a complete, timestamped record of how every report component was generated — purpose-built for regulatory scrutiny.
6+ hours per due diligence report consumed by manual document reading and data extraction
Analyst headcount was the only lever for taking on more clients — a costly, margin-compressing ceiling
Report consistency varied across analysts, creating compliance risk as the firm scaled
No audit trail for extraction decisions — recreating the reasoning behind a report required digging back through source documents
Report generation time cut by 50%+ — analysts focus on risk interpretation, not document extraction
Each analyst now manages 3x the client load without additional hires or quality compromise
Every extraction sourced and cited — full audit trail stored for compliance review and regulatory scrutiny
Standardized report components generated from the same regulatory framework every time, across every analyst
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