Document Intake & OCR Workflow System

Built a document intake and processing system for scanned shareholder documents captured by front desk, email correspondence, and the call centre. Each document is filed per company and category, assigned to a receiving agent, and worked through a status lifecycle that's enforced through a single workflow transition function rather than ad-hoc status writes.

A background worker container runs OCR/text extraction on every uploaded file so documents are searchable by content, not just metadata. Scanned files are stored outside the app's public media directory and served only through a permission-checked view. Company records sync automatically from the core shareholder-register database over a scheduled VPN job.