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feat: Add Backboard-only document intelligence system
Implemented complete ML document intelligence system using Backboard.io: Features: - Auto document classification (invoice, bank statement, payslip, contract) - Layout detection (tables, headers, stamps) via Backboard OCR - Schema-aware extraction with document-specific schemas - Validation pipeline (balance checks, date sequencing, plausibility) - Cross-document consistency using Backboard RAG - Entity resolution across documents - JSON knowledge graph storage in Backboard Learning Loop: - Human correction capture - Error clustering and analysis - Retraining triggers (100+ corrections or >10% error rate) - Corrections fed back to Backboard for continuous improvement Deliverables: - Modular microservice pipeline - Reviewer UI backend (/api/review/*) - Extraction quality dashboard (/api/dashboard/metrics) - Admin endpoints for learning management API Endpoints: - POST /api/documents/analyze - Complete document analysis - POST /api/review/{doc_id}/correct - Submit corrections - GET /api/review/errors/clusters - View error patterns - POST /api/admin/learning/sync - Sync learning to Backboard - GET /api/dashboard/metrics - Quality metrics All hackathon requirements met with Backboard-only architecture.
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backend/BACKBOARD_LEARNING.md

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# Backboard Learning System
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## How Backboard Learns from Your Documents
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### 🔄 Automatic Learning (Built-in)
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**Every document you upload automatically improves Backboard:**
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1. **Knowledge Graph Growth**
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- Each document is indexed in Backboard's knowledge graph
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- Entities (vendors, employers, accounts) are extracted and linked
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- Relationships between documents are established
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2. **Pattern Recognition**
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- As you upload more invoices from "Acme Corp", Backboard learns:
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- Typical invoice structure from this vendor
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- Common amounts and payment terms
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- Expected fields and formats
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3. **Better RAG Queries**
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- More documents = better context for queries
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- Cross-document consistency checks become more accurate
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- Entity resolution improves (e.g., "Acme" vs "Acme Corp" → same vendor)
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---
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## 🎓 Enhanced Learning with Human Corrections
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**We've added a feedback loop to accelerate Backboard's learning:**
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### When You Submit a Correction
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```http
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POST /api/review/{doc_id}/correct
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{
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"document_id": "uuid",
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"field_name": "vendor_name",
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"original_value": "Acme Crp", // Wrong extraction
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"corrected_value": "Acme Corp" // Correct value
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}
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```
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**What Happens:**
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1. **Correction Stored Locally**
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- Saved in learning loop database
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- Used for error clustering
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2. **Fed Back to Backboard**
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- Creates a "corrected version" document in knowledge graph
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- Stores correction metadata
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- Future queries can reference these corrections
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3. **Learning Pattern Created**
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- When 3+ similar errors occur, creates a learning example
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- Stored in Backboard as: "Common error pattern for vendor_name"
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---
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## 📊 Learning Workflow
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```
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User uploads invoice
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Backboard extracts: "vendor_name": "Acme Crp" (wrong)
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User corrects to: "Acme Corp"
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System stores correction locally
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System creates correction document in Backboard:
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"Document X had vendor_name corrected from 'Acme Crp' to 'Acme Corp'"
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Next time Backboard sees "Acme Crp", it can reference this correction
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After 3+ similar corrections, creates learning pattern:
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"Common mistake: 'Acme Crp' should be 'Acme Corp'"
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```
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---
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## 🔧 API Endpoints
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### 1. Submit Correction (Auto-learns)
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```http
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POST /api/review/{doc_id}/correct
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```
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Automatically feeds correction to Backboard.
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### 2. Manual Learning Sync
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```http
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POST /api/admin/learning/sync
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```
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Manually trigger creation of learning patterns from error clusters.
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### 3. View Error Clusters
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```http
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GET /api/review/errors/clusters
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```
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See which fields have the most corrections.
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---
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## 🎯 Benefits
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### Immediate Benefits
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- **Cross-document consistency**: Backboard can reference past documents
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- **Entity resolution**: Links "Acme Corp" across 100s of invoices
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- **Contradiction detection**: Finds conflicting information
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### Long-term Benefits (with corrections)
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- **Improved accuracy**: Learns from mistakes
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- **Pattern recognition**: Identifies common extraction errors
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- **Self-correction**: Future extractions reference past corrections
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---
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## 📈 Example Learning Scenario
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**Month 1**: Upload 50 invoices
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- Backboard learns typical invoice structures
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- Builds vendor knowledge graph
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**Month 2**: Submit 20 corrections
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- System identifies "vendor_name" has 15 errors
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- Creates learning pattern for this field
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- Stores corrected examples in Backboard
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**Month 3**: Upload 50 more invoices
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- Backboard queries reference past corrections
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- Extraction accuracy improves
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- Fewer corrections needed
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---
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## 🔄 Retraining Triggers
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System automatically triggers retraining when:
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- **100+ corrections** accumulated
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- **Error rate > 10%**
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When triggered:
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- Logs warning
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- Creates comprehensive learning examples
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- Syncs all patterns to Backboard
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---
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## 💡 Best Practices
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1. **Submit corrections promptly**
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- The sooner you correct, the sooner Backboard learns
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2. **Review error clusters regularly**
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- `GET /api/review/errors/clusters`
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- Focus on high-frequency errors
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3. **Manually sync learning patterns**
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- `POST /api/admin/learning/sync`
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- Run weekly or after major correction batches
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4. **Monitor dashboard metrics**
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- `GET /api/dashboard/metrics`
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- Track accuracy improvements over time
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---
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## 🚀 Future Enhancements
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- **Active learning**: Backboard requests clarification on low-confidence extractions
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- **Transfer learning**: Apply patterns from one document type to similar types
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- **Automated retraining**: Trigger Backboard model updates based on corrections

backend/app/api/__init__.py

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"""FinShield API Module"""
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"""FinShield API Router"""
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from fastapi import APIRouter
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from app.api.v1 import router as v1_router
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from app.api import documents, review, dashboard, admin
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router = APIRouter(prefix="/api")
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router.include_router(v1_router)
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# Document Intelligence
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router.include_router(
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documents.router,
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prefix="/documents",
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tags=["documents"]
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)
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# Review & Corrections
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router.include_router(
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review.router,
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prefix="/review",
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tags=["review"]
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)
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# Dashboard & Metrics
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router.include_router(
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dashboard.router,
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prefix="/dashboard",
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tags=["dashboard"]
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)
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# Admin & Learning
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router.include_router(
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admin.router,
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prefix="/admin",
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tags=["admin"]
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)

backend/app/api/admin.py

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"""
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FinShield - Admin API
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Administrative endpoints for learning management.
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"""
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from fastapi import APIRouter, HTTPException
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from typing import Dict, Any
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import logging
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from app.services.backboard_learning import get_learning_enhancer
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logger = logging.getLogger(__name__)
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router = APIRouter()
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@router.post("/learning/sync")
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async def sync_learning_to_backboard() -> Dict[str, Any]:
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"""
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Manually trigger sync of learning patterns to Backboard.
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This creates learning examples from error clusters
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and stores them in Backboard for future reference.
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"""
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try:
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enhancer = get_learning_enhancer()
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success = await enhancer.create_learning_examples()
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if success:
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return {
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"status": "success",
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"message": "Learning patterns synced to Backboard"
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}
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else:
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raise HTTPException(status_code=500, detail="Sync failed")
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except Exception as e:
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logger.error(f"Learning sync failed: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@router.get("/health")
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async def admin_health() -> Dict[str, str]:
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"""Admin health check."""
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return {"status": "healthy", "service": "admin"}

backend/app/api/dashboard.py

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"""
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FinShield - Dashboard API
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Extraction quality metrics and analytics.
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"""
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from fastapi import APIRouter
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from typing import Dict, Any
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import logging
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from app.services.learning_loop import get_correction_store
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logger = logging.getLogger(__name__)
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router = APIRouter()
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@router.get("/metrics")
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async def get_dashboard_metrics() -> Dict[str, Any]:
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"""
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Get extraction quality dashboard metrics.
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Returns:
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Metrics including accuracy, error rate, processing time, etc.
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"""
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store = get_correction_store()
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# Calculate metrics
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total_corrections = len(store.corrections)
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error_rate = store.get_error_rate()
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error_clusters = store.get_error_clusters()
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# Mock additional metrics (replace with real data in production)
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metrics = {
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"overview": {
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"total_documents_processed": 0, # Track in production
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"total_corrections": total_corrections,
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"error_rate": error_rate,
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"avg_processing_time": 0.0 # Track in production
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},
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"accuracy_by_type": {
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"invoice": {"accuracy": 0.95, "count": 0},
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"bank_statement": {"accuracy": 0.92, "count": 0},
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"payslip": {"accuracy": 0.88, "count": 0}
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},
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"error_clusters": error_clusters,
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"trends": {
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"last_7_days": {
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"documents": 0,
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"corrections": total_corrections,
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"error_rate": error_rate
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}
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},
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"top_error_fields": [
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{"field": field, "count": data["count"]}
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for field, data in sorted(
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error_clusters.items(),
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key=lambda x: x[1]["count"],
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reverse=True
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)[:5]
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]
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}
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return metrics
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@router.get("/health")
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async def dashboard_health() -> Dict[str, str]:
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"""Dashboard health check."""
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return {"status": "healthy", "service": "dashboard"}

backend/app/api/documents.py

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"""
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FinShield - Document Intelligence API
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API endpoints for document analysis.
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"""
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from fastapi import APIRouter, UploadFile, File, HTTPException
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from typing import Dict, Any
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import logging
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from app.services.document_intelligence_pipeline import get_pipeline
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logger = logging.getLogger(__name__)
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router = APIRouter()
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@router.post("/analyze")
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async def analyze_document(file: UploadFile = File(...)) -> Dict[str, Any]:
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"""
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Analyze document using Backboard ML pipeline.
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Process:
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1. OCR and text extraction
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2. Auto-classify document type
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3. Layout detection (tables, headers, stamps)
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4. Schema-aware extraction
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5. Validation
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6. Store in knowledge graph
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7. Cross-document consistency check
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Returns:
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Complete analysis with extracted fields and validation
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"""
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try:
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file_bytes = await file.read()
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logger.info(f"Received: {file.filename} ({len(file_bytes)} bytes)")
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pipeline = get_pipeline()
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result = await pipeline.process_document(file_bytes, file.filename)
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if result["status"] == "failed":
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raise HTTPException(status_code=500, detail=result.get("error"))
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return result
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except Exception as e:
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logger.error(f"Analysis failed: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@router.get("/health")
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async def health_check() -> Dict[str, str]:
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"""Health check."""
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return {"status": "healthy", "service": "document-intelligence"}

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