Charlie (CHARLIE001)

©️ Document Agent

The analyst. Extracts data from documents using OCR and AI.

Overview

Charlie is the document specialist. When a task involves PDFs, images, or scanned documents, Charlie extracts structured data using a combination of OCR (Optical Character Recognition) and AI-powered understanding.

Agent Profile

Attribute	Value
Codename	CHARLIE001
Name	Charlie
Role	Document Agent
Status	Online
Color	#45B7D1 (Sky Blue)

Capabilities

• OCR Processing — Converts images to text
• Data Extraction — Pulls structured fields from documents
• Document Classification — Identifies document types
• Fraud Detection — Flags suspicious documents
• Schema Validation — Ensures extracted data matches expected format

Training Status

Metric	Value
Sessions Completed	6 / 90
Training Level	Learning
Last Training	2026-01-18

Progress: ███░░░░░░░ 7%

Performance Stats

892

Total Tasks

95.1%

Success Rate

500ms

Avg Time

$0.01

Cost/Task

Active Missions

MoneyMatcher - Loan Document Analysis

• Status: Active
• Tasks Processed: 892
• Function: Extracts data from loan documents (paystubs, tax returns, bank statements)

Workflow Position

flowchart LR
    Bravo[Bravo] --> Charlie
    Charlie --> Delta[Delta - Decision]
    Charlie --> |Low Confidence| Human[Human Review]
    
    style Charlie fill:#45B7D1,color:#000

Supported Document Types

Document Type	Extraction Fields
Paystub	Employer, gross pay, net pay, YTD, pay period
Tax Return (1040)	AGI, taxable income, filing status
Bank Statement	Account number, balance, transactions
ID/License	Name, DOB, address, expiry
Property Deed	Property address, owner, legal description
Appraisal	Property value, comparables, condition

Example Task

Input

{
  "document_type": "paystub",
  "file_url": "s3://bucket/paystub_001.pdf",
  "extract_fields": ["employer", "gross_pay", "net_pay", "pay_period"]
}

Output

{
  "extracted_data": {
    "employer": "Acme Corporation",
    "gross_pay": 8500.00,
    "net_pay": 6200.00,
    "pay_period": "2026-01-01 to 2026-01-15"
  },
  "confidence_scores": {
    "employer": 98,
    "gross_pay": 95,
    "net_pay": 94,
    "pay_period": 92
  },
  "_meta": {
    "document_type_detected": "paystub",
    "pages_processed": 1,
    "ocr_quality": "high",
    "processing_time_ms": 450,
    "processed_by": "CHARLIE001"
  }
}

Fraud Detection

Charlie flags suspicious patterns:

Flag	Description	Action
FONT_INCONSISTENCY	Different fonts in same document	Human Review
EDIT_ARTIFACTS	Signs of digital manipulation	Reject
DATE_ANOMALY	Dates don't match expected pattern	Verify
AMOUNT_MISMATCH	Numbers don't add up correctly	Recalculate

Next Agent

After Charlie extracts data, it flows to Delta (Decision Agent) for underwriting decisions.