Share Certificate & Ledger Generation

I need an online software automate to convert data in some documents. the project is divided in 2 phases. first has to be ready the first phase and then the 2nd phase.

Phase 1: Document Generation

Extracted data is required to generate:

• Share Certificate- Contains 9 fields from the extracted data.

• Share Ledger- Contains 12 fields of which 9 fields are in the same as the Share Certificate.

• Data extraction from agreements

• Excel formatting or a structured table.

• Automatic document generation (Share Certificate & Share Ledger in PDF)

• Automatic Document Filing

• Automatic emailing of Specific Documents

Two level logins

A. Mester login

B. User login

• Upload folders of the documents

• Download share certificate & share ledger

• View the structured table

Phase 1: Document Verification

You have 4 to 5 documents:

• Agreement 1(SPA)

• Agreement 2 (AA)

• Passport Scan

• Utility Bill (Proof of Address)

Step 1: Identity & Address Verification

Verify that one of the agreements (Agreement 1) SPA contains:

• Full name (matching the Passport)

• Surname (matching the Passport)

• Date of Birth (matching the Passport)

• Passport Number (matching the Passport)

• Passport Expiry Date (matching the Passport)

• Address (matching the Utility Bill)

• Email address (matching within both agreement)

• Number of Shares

Step 2: Cross-checking Agreements

o Compare Agreement 1 and Agreement 2:

Ensure that details (e.g., above Step 1. details, company details, shareholding) match across both agreements.

o Confirm the details are of the same entity and individual.

Step 3: Extracting Data

o Identify key data points from the verified Agreement (SPA) and store them in an Excel sheet or a structured table.

The project will utilize online software for document generation and automation.