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Energy & Resources

Automated Document Intelligence and Evaluation System

Major Energy Operator

Timeline: 9 months
Team: 6-8 specialists

KEY IMPACT

Reduced manual data validation time, improved report accuracy and traceability across compliance workflows, and enabled near real-time operational insight through automated document synthesis.

The Challenge

A major energy operator was generating thousands of operational and compliance documents every single day across exploration, production, HSE, and asset management functions. These ranged from daily drilling reports and well integrity assessments to environmental compliance attestations, contractor safety records, and regulatory filings. Every one of those documents had to be reviewed, validated, and reconciled against operational data before it could be relied on for downstream decisions. The review process was almost entirely manual. A team of analysts and SMEs read each document, cross-referenced figures against PI historian data and SAP records, flagged discrepancies, and routed items for follow-up. The volume meant that backlogs were chronic, turnaround on critical safety reports could stretch beyond regulator-mandated SLAs, and the same document was often reviewed inconsistently depending on which analyst happened to pick it up. The operator needed a way to automate the routine 80% of document interpretation while still giving humans clear control over the high-risk 20%. Crucially, in a heavily regulated environment, any AI-driven interpretation had to be auditable, reproducible, and continuously evaluated for accuracy, a chatbot that occasionally hallucinated was simply not deployable.

Our Solution

We designed a Databricks-based Retrieval-Augmented Generation workflow purpose-built for document interpretation and validation in regulated operational environments. The planning phase established a LangGraph-powered multi-agent architecture capable of parsing structured and unstructured data across Excel spreadsheets, scanned PDFs, operational reports, and email-embedded attachments. Each document type was handled by a specialised parsing agent that understood its expected schema, key fields, and typical anomaly patterns. A Delta Lake-backed ingestion layer standardised every extracted record into a governed canonical format, so downstream consumers (dashboards, alerts, regulatory filings) saw a consistent shape regardless of the source format. The core differentiator was the Agent Evaluation Framework. Every model-generated output, whether a summary, an extracted field, or a flagged anomaly, was scored against factual accuracy and operational compliance benchmarks before being trusted by downstream processes. The evaluation layer used DeepEval to continuously assess agent reliability and MLflow Evaluate for precision tracking and performance benchmarking. Outputs that failed evaluation thresholds were automatically routed to the human review queue with full context about why they failed. A modular orchestration pattern allowed the RAG system to dynamically scale across multiple use cases without rebuilding the foundation. The same core platform was used for daily report summarisation, anomaly flagging in operational logs, and synthesis of multi-document briefings for shift handovers. Audit traceability and explainability were built in from day one through Unity Catalog lineage tracking, so every AI-generated artefact could be traced back to its source documents, the model version that produced it, and the evaluation scores that justified its release.

Results & Outcomes

Used case replication and RAG MVP development to reduce manual data validation time across daily and weekly compliance workflows

Improved report accuracy and traceability with full audit trail from source document to summary

Enabled near real-time operational insight through automated document synthesis at shift handovers and daily reviews

Established a reusable evaluation framework that the operator now applies to every new generative AI use case

Technologies Used

Databricks
LangGraph
MLflow Evaluate
DeepEval
Delta Lake
Agentic RAG Framework

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