The Client had a requirement to validate high volume of large PDF documents comprising legal information. The manual validation approach currently in place was time consuming and prone to human error. They sought our assistance to streamline PDF validations efficiently, aiming to eliminate burden without requiring significant time investment.

A leader in the investment management industry, our client provides tailored financial solutions to institutions and a broad spectrum of individual investors worldwide.

• Testing large volumes of pdf manually was a tedious and time-consuming task.
• The manual testing of PDFs is susceptible to human error, posing potential compliance risks, particularly when handling legal documents.
• Validating images within PDFs was a laborious task.

Challenges with manual approach of testing PDFs:

• Incorrect Margin Alignments: Information was getting lost when printing documents with different margins as the text was falling outside of the printable area. Manual testing struggled to accurately verify page margins.
• Image Validations challenge: Manually verifying images is time consuming and prone to errors.
• Hyperlinks and Navigation: Manually verifying correct link destinations and navigation.
• Accuracy Issues: Manual testing can be prone to confirmation bias, impacting the precision of results.
• Limited Scalability: Manual testing becomes less scalable as the volume of PDFs, or the complexity of testing scenarios increases.

Gemini's QE team developed PDF-Validator, an automated testing solution to cater these challenges below is the workflow:

• Uniquely identify PDF: Assign a unique name to pdf under test, enabling open once refer multiple times throughout the framework.
• Parsing PDFs: Effectively parse the PDF under test, enabling comprehensive analysis of its contents.
• Create Feature File for Validation: Develop a feature file to facilitate the implementation of diverse validations on the PDF using the low code framework.
• Generate Descriptive Validation Reports: Obtain detailed reports encompassing all validations applied to the PDF, including pass and fail percentages. These reports offer comprehensive insights into the validation outcomes, facilitating informed decision-making and troubleshooting.
• Transition to Margin-Aligning Utility: Transition to an alternative utility in the form of a jar file, specifically designed to align the margins of PDFs. By executing the jar file with the target PDF and margin size as arguments, users can effortlessly generate the expected PDF output.

Through PDF-Validator's implementation, the following benefits have been achieved:

• Transitioning from manual to automated PDF validation has increased speed, improving validation rates from 50% - 90% depending on the complexity of the PDFs.
• The integration of automation in PDF testing enhances accuracy, particularly when handling large volumes of legal documents.
• Highly accurate image comparison and validation achieved through OCR ensure PDFs correctness.
• Reuse Features to test PDF with similar validation with ease.
• Utility for margin correctness ensures a similar margin alignment for all the PDFs.