Document Comparison Agent

Compares documents to previous versions, ensuring consistency, accuracy, and compliance with predefined standards.

About the Agent

The Document Comparison Agent automates comparing document versions, driving accuracy and efficiency. Using a Large Language Model (LLM), the agent highlights updates between the latest version of a document and its previous iterations, providing a detailed summary of new updates and enhancements.

Challenges the Document Comparison Agent Addresses

Organizations frequently manage multiple iterations of critical documents like contracts, proposals, and technical specifications, where identifying changes between versions is crucial for consistency, compliance, and effective update tracking. Manual comparison is labor-intensive and error-prone, particularly with large or complex files. This manual process complicates accurately tracking amendments and updates, potentially impacting business operations and decisions.

The Document Comparison Agent streamlines the document comparison process by automatically detecting and summarizing changes between document versions. This automation reduces the time and effort involved in manual comparison, minimizes errors, and improves document handling efficiency. By providing quick insights into document changes, the agent supports organizations in making informed decisions, thereby enhancing overall business efficiency and compliance management.

How the Agent Works

The document comparison agent is designed to automate and streamline the comparison of different versions of documents. Leveraging the power of a Large Language Model (LLM), it compares the latest document version with the previous ones and produces a detailed report highlighting new additions, modifications, and deletions. Below, we outline the detailed steps that showcase the agent's workflow, from inputting document drafts to searching for and comparing previous versions and continuous improvement.


Step 1: File Identification and Processing

In this step, the agent identifies and processes the uploaded document to ensure the correct version is selected for comparison.

Key Tasks:

  • File Upload: The user uploads the latest document version through the agent’s interface, and its URL is captured.
  • File Name Extraction: The agent uses an API key to retrieve the file's name and employs a custom Large Language Model (LLM) call to remove version-specific suffixes (e.g., "Version 2.0") to standardize the document name.
  • File Content Extraction: Upon receiving the URL, it is passed to the integrated content extraction flow, which retrieves the content of the document.

Outcome:

  • File Name and Content Extraction: The document’s general name and content are extracted, making it ready for comparison with previous versions.

Step 2: Version Retrieval

Once the submitted document's name and content are retrieved, the agent searches for previous versions to compare between versions.

Key Tasks:

  • Search for Previous Versions: The agent queries the connected storage platform (e.g., Google Drive) to locate any documents matching the general name of the uploaded file. If the previous version is not found, an appropriate response is generated.
  • URL Extraction for Previous Version: If a previous version is found, its ID and name are used to fetch the URL of the latest previous version of the document through the API.
  • Content Extraction from Previous Versions: Upon extracting the URL, the agent extracts the content from the previous latest version of the document using the PDF-to-Text conversion utility, ensuring it’s ready for comparison.

Outcome:

  • Version Retrieval: The latest previous version of the document is retrieved, and its content is extracted for comparison.

Step 3: Detailed Comparison of Versions

In this step, the agent performs a detailed comparison of the content from the submitted document and the latest previous version of the document.

Key Tasks:

  • Text Comparison: The agent utilizes LLMs to compare the text extracted from the latest previous version of the document with the submitted document’s content.
  • Identify Key Differences and Changes: The agent uses an LLM to detect key changes in content between the latest and previous document versions. It provides detailed comparisons that highlight discrepancies, additions, or deletions, with adjustable precision at the paragraph, sentence, or word level.

Outcome:

  • Comparison with Previous Version: A comprehensive comparison is made between the latest and previous versions, identifying key differences, updates, and enhancements.

Step 4: Comparison Report Generation

In this step, the agent generates a detailed comparison report to provide insights into the changes made between the latest and previous versions.

Key Tasks:

  • Report Generation: The agent produces a comprehensive report summarizing the latest document version's identified enhancements, new points covered, and modifications.

Outcome:

  • Documents Comparison Report: A detailed comparison report is generated, offering a clear summary of all updates and changes in the latest document version, tailored to the user’s needs.

Step 5: Continuous Improvement Through Human Feedback

After the comparison process, the agent integrates user feedback to continually enhance the precision and relevance of document comparisons.

Key Tasks:

  • Feedback Collection: Users provide feedback on the accuracy and relevance of the identified changes between document versions.
  • Feedback Analysis and Learning: The agent analyzes this feedback to identify common issues and areas for improvement, pinpointing opportunities to refine its comparison process.

Outcome:

  • Adaptive Enhancement: The agent continuously refines its capabilities, adapting to new data and user insights, ensuring improvements in accuracy and contextual understanding over time. This ongoing adaptation is crucial for maintaining high standards and enhancing the agent's overall effectiveness.

Why Use the Document Comparison Agent?

  • Time Savings: Automates document comparison, eliminating the need for manual reviews.
  • Enhanced Accuracy: Ensures precise identification of updates and modifications across document versions.
  • Versatility: Integrates with various storage platforms and file management systems, ensuring compatibility with different organizational workflows.
  • Detailed Insights: Generates a clear summary of changes, enabling faster decision-making and improved document version control.
  • Scalability: Supports high-volume document comparison tasks, suitable for enterprises managing extensive document libraries.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Document Comparison Agent:

Employee Handbook - Version 1

Section 1: Introduction

Welcome to TechSolutions. This handbook serves as a guide for understanding company policies, procedures, and expectations. Our goal is to foster a productive and inclusive workplace environment.

Section 2: Attendance Policy

  • Employees must clock in by 9:00 AM, Monday to Friday.
  • Late arrivals will be penalized after three instances in a month.
  • Absences must be reported to the manager at least 24 hours in advance unless in emergencies.
  • Managers will review chronic tardiness quarterly.

Section 3: Remote Work Policy

  • Remote work is allowed twice a week with prior manager approval.
  • Employees must ensure a stable internet connection and a quiet workspace during remote work hours.
  • Remote work schedules must be communicated weekly.

Section 4: Code of Conduct

  • Maintain professionalism in interactions with colleagues, clients, and vendors.
  • Employees must adhere to the company dress code during in-person and virtual meetings.
  • Harassment, discrimination, or offensive behavior of any kind is strictly prohibited.
  • Confidential company information must not be shared externally.

Section 5: Leave Policy

  • Employees are entitled to 20 paid leave days per calendar year.
  • Leave requests must be submitted at least 7 days in advance for planned leave.
  • Medical leave requires a doctor’s certificate.

Section 6: Benefits

  • Health insurance coverage for full-time employees includes basic medical and hospitalization.
  • Employees are eligible for transportation and meal allowances.
  • A wellness program is available for employees.

Section 7: Performance Reviews

  • Annual performance reviews will evaluate employees’ contributions to the company’s goals.
  • Feedback sessions will focus on growth and development.

Section 8: Termination Policy

  • Employees must provide at least two weeks' written notice upon resignation.
  • The company reserves the right to terminate employment for policy violations or unsatisfactory performance.

Employee Handbook - Version 2

Section 1: Introduction

Welcome to TechSolutions. This handbook outlines company policies and supports you in navigating your career here. We aim to create an empowering and supportive work culture.

Section 2: Attendance Policy

  • Employees must clock in by 8:30 AM, Monday to Friday.
  • Late arrivals will be penalized after two instances in a month.
  • Absences must be reported to the manager at least 12 hours in advance unless in emergencies.
  • Chronic tardiness will trigger additional review by HR.

Section 3: Remote Work Policy

  • Remote work is allowed three times a week with prior manager approval.
  • Employees must ensure a stable internet connection and a dedicated workspace during remote work hours.
  • Remote work schedules must be communicated in advance.

Section 4: Code of Conduct

  • Maintain professionalism and courtesy in all interactions, including emails and messaging platforms.
  • Employees must adhere to the company dress code, including during virtual meetings.
  • Harassment or discrimination, including cyberbullying, is strictly prohibited.
  • Confidential company information must not be shared externally, including on social media.

Section 5: Leave Policy

  • Employees are entitled to 25 paid leave days per calendar year.
  • Leave requests must be submitted at least 5 days in advance for planned leave.
  • Unused leave days can be carried over for up to 6 months into the next calendar year.
  • Medical leave requires a doctor’s certificate submitted within two days of returning to work.

Section 6: Benefits

  • Comprehensive health insurance coverage for employees, including dental and vision care.
  • Transportation allowances and meal vouchers are provided for all eligible employees.
  • Access to an Employee Assistance Program (EAP) for mental health and counseling services.

Section 7: Performance Reviews

  • Biannual performance reviews will evaluate employees’ contributions and provide actionable feedback.
  • Individual development plans will be created during feedback sessions.

Section 8: Termination Policy

  • Employees must provide at least four weeks' written notice upon resignation.
  • The company reserves the right to terminate employment for policy violations, unsatisfactory performance, or legal non-compliance.

Deliverable Example

Sample output delivered by the Document Comparison Agent:

Employee Handbook Comparison Report

This report outlines the key differences between Version 1 and Version 2 of the Employee Handbook. It highlights discrepancies, changes, and new additions to ensure alignment with company policies and standards.

Comparison Summary

Section Previous Version Current Version Discrepancy Type Notes
Section 2: Attendance Policy Employees must clock in by 9:00 AM, Monday to Friday. Employees must clock in by 8:30 AM, Monday to Friday. Modified Content Clock-in time changed from 9:00 AM to 8:30 AM.
Section 2: Attendance Policy Late arrivals will be penalized after three instances in a month. Late arrivals will be penalized after two instances in a month. Modified Content Late arrival penalty reduced from three to two instances per month.
Section 3: Remote Work Policy Remote work is allowed twice a week with prior manager approval. Remote work is allowed three times a week with prior manager approval. Modified Content Increased remote work allowance from twice to three times per week.
Section 3: Remote Work Policy Employees must ensure a stable internet connection and a quiet workspace during remote work hours. Employees must ensure a stable internet connection and a dedicated workspace during remote work hours. Modified Content Added requirement for a dedicated workspace.
Section 4: Code of Conduct Maintain professionalism in interactions with colleagues, clients, and vendors. Maintain professionalism and courtesy in all interactions, including emails and messaging platforms. Modified Content Added 'courtesy' and specified emails and messaging platforms.
Section 4: Code of Conduct Harassment, discrimination, or offensive behavior of any kind is strictly prohibited. Harassment or discrimination of any kind, including cyberbullying, is strictly prohibited. Modified Content Included cyberbullying as prohibited behavior.
Section 5: Leave Policy Employees are entitled to 20 paid leave days per calendar year. Employees are entitled to 25 paid leave days per calendar year. Modified Content Increased leave entitlement from 20 to 25 days.
Section 5: Leave Policy Leave requests must be submitted at least 7 days in advance for planned leave. Leave requests must be submitted at least 5 days in advance for planned leave. Modified Content Reduced advance notice for leave from 7 to 5 days.
Section 5: Leave Policy Unused leave days cannot be carried over to the next year. Unused leave days can be carried over for up to 6 months into the next calendar year. Added Content Allowed unused leave days to be carried over for up to 6 months.
Section 6: Benefits Health insurance coverage for full-time employees includes basic medical and hospitalization. Comprehensive health insurance coverage for employees, including dental and vision care. Added Content Expanded coverage to include dental and vision care.
Section 6: Benefits Employees are eligible for transportation and meal allowances. Transportation allowances and meal vouchers are provided for all eligible employees. Added Content Added meal vouchers as a benefit.
Section 6: Benefits No mention of Employee Assistance Program (EAP). Access to an Employee Assistance Program (EAP) for mental health and counseling services. Added Content Introduced Employee Assistance Program (EAP).

Key Observations

  1. Attendance Policy: Stricter clock-in times and fewer instances allowed for late arrivals.
  2. Remote Work Policy: Increased flexibility with additional remote work days and workspace requirements.
  3. Code of Conduct: Expanded to include online behavior and explicit mention of courtesy.
  4. Leave Policy: Enhanced leave entitlements and carryover options for unused leave.
  5. Benefits: Comprehensive health insurance now includes dental and vision care; meal vouchers and EAP added.

Recommendations

  • Communicate the changes in clock-in times and remote work policies clearly to employees.
  • Conduct training sessions on updated Code of Conduct, emphasizing online behavior expectations.
  • Inform employees about the enhanced benefits and leave policies during the next HR briefing.

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