Case Study — AI Data Extraction
Case Study — Federal Program Management

AI Data Extraction
& Auto-Population

Automating the transfer of funding data from federal forms directly into a program management system—serving 13 federal agencies, managing nearly $100M annually, with greater speed and accuracy than manual entry.

13 Federal
Agencies
Served
$100M
Funding Managed Annually
Across 13 agencies
13
Federal Agencies
ACES Program
100%
Automated Data Entry
Zero manual field input
↑ Accuracy
vs. Manual Entry
Elimination of human error

Federal Funding Data, Manually Transferred—At Scale

The ACES Program coordinates funding activity across 13 federal agencies, each submitting standardized federal funding forms containing critical financial and programmatic data. Staff were responsible for reading those forms and manually re-entering every relevant data field into the program management system—a time-consuming, error-prone process repeated across nearly $100M in annual funding.

Manual Re-Entry Volume

With 13 agencies submitting funding forms throughout the year, staff faced a constant stream of data entry work—pulling figures, dates, and identifiers from structured federal documents by hand.

Accuracy Risk

Manual transcription of funding amounts, obligation periods, and agency identifiers introduced persistent risk of keying errors on high-stakes financial data with regulatory implications.

Staff Capacity

Time spent on data entry was time not spent on program analysis, reporting, or coordination—a significant opportunity cost for a program office managing federal funding at this scale.

ACES: Coordinating Federal Funding Across 13 Agencies

The ACES Program serves as the funding coordination hub for a consortium of federal agencies. Each agency submits standardized federal funding forms—now automatically processed by the extraction engine and populated directly into the program management system.

Agency 1
Agency 2
Agency 3
Agency 4
Agency 5
Agency 6
Agency 7
Agency 8
Agency 9
Agency 10
Agency 11
Agency 12
Agency 13

Agency names withheld per client confidentiality agreement.

From Federal Form to Populated System—Automatically

The workflow uses AI document understanding to identify, extract, and validate funding data fields from incoming federal forms, then writes them directly to the corresponding fields in the program management system—with no manual intervention required.

01
Form Ingestion

Federal funding forms submitted by each of the 13 agencies are automatically ingested as they arrive—regardless of minor variations in formatting or form version across agencies.

02
AI Field Extraction

AI reads each form and intelligently identifies all relevant funding data fields—including funding amounts, obligation periods, agency identifiers, appropriation codes, and program references—regardless of where they appear on the document.

03
Data Validation

Extracted values are validated against known formats, expected ranges, and cross-field logic rules before being written to the system—catching anomalies that would otherwise require manual correction after the fact.

04
Automated System Population

Validated fields are mapped to their exact corresponding fields in the ACES program management system and written automatically—eliminating manual transcription entirely for routine funding submissions.

05
Exception Flagging & Review Queue

Any form where the AI has low confidence in an extraction, or where validation rules are not met, is flagged and routed to a staff review queue with the specific field and reason highlighted—keeping humans in the loop only where they add genuine value.

Operational Transformation

Area Before After
Data Entry Method Manual re-keying from paper or PDF forms Fully automated AI extraction & population
Entry Accuracy Subject to human transcription errors Validated at extraction; errors flagged before entry
Staff Time per Submission Minutes to hours per form, multiplied across 13 agencies Near-zero for routine submissions
Error Detection Discovered downstream, often after records are filed Caught at ingestion before system population
Staff Focus Occupied with data entry and correction Redirected to program analysis and coordination
$100M
In federal funding managed
annually through the system
13
Federal agencies with
automated form processing
0
Manual field entries required
for validated submissions

Speed, Accuracy, and Staff Capacity—All Improved

The impact of eliminating manual data entry reaches across every dimension of how the ACES program office operates.

Dramatically Faster Processing

What once required manual effort per form now completes automatically within seconds of submission—across all 13 agencies simultaneously.

Higher Data Accuracy

AI extraction with pre-population validation eliminates transcription errors on high-stakes financial fields, improving the reliability of program records across nearly $100M in funding.

👥

Staff Time Reclaimed

Program staff are freed from repetitive data entry across 13 agency submissions—time redirected toward higher-value program management, analysis, and agency coordination.

🔒

Compliance-Ready Records

Every automated entry is logged with its source form, extraction confidence, and validation result—providing a complete, auditable chain of custody for federal funding data.

“We were spending significant staff time just moving numbers from federal forms into our system—over and over, across every agency. Now that just happens. The data is in the system before anyone would have even opened the form. And it’s right.”

— Program Manager, ACES Federal Program Office

Managing federal program data manually?

We build extraction and auto-population workflows for complex, high-stakes program management environments—federal and commercial.

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