Annex A - Trustee Undertaking Generator

Automated document generation system for Alternative Investment Fund (AIF) registration with SEBI.

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🚀 Quick Start

Running Locally

# Install dependencies
cd backend
pip3 install -r requirements.txt

# Start the server
python3 app.py

Access at: http://localhost:5001

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📚 Complete Documentation

All detailed guides are in the guide/ folder.

→ See Documentation Index for complete guide navigation

Quick Links

Getting Started:

• Quick Start Guide - 5-minute setup
• Setup Guide - Detailed installation

Deployment:

• Deploy Checklist - 30-minute deployment
• Hosting Comparison - Compare platforms

Reference:

• Complete PRD - Full specifications
• Test Results - Current status

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✨ Features

• Intelligent Data Extraction - Automatically extracts trust and trustee information from Form A documents
• User-Friendly Interface - Clean 4-step workflow with real-time validation
• Instant Document Generation - Creates compliant Annex A documents in seconds
• Format Preservation - Maintains all original template formatting

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🎯 What It Does

1. Upload Form A document (.docx)
2. Extract trust name, trustee details, contact information automatically
3. Verify extracted data and fill in additional details
4. Generate properly formatted Annex A document
5. Download ready-to-submit document for SEBI

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📁 Project Structure

AIF-Autogen/
├── backend/              # Python Flask application
├── templates/            # HTML templates
├── static/               # CSS & JavaScript
├── docs/                 # Template & sample files
├── guide/                # 📚 All documentation
├── uploads/              # Temporary file uploads
├── outputs/              # Generated documents
└── README.md             # This file

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🧪 Testing

# Run unit tests
python3 test_extractor.py
python3 test_generator.py

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🌐 Live Demo

Deploy for free on PythonAnywhere - see Deploy Checklist

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📊 Performance

• Time Savings: 70-85% reduction (from 15-30 min to 3-5 min)
• Accuracy: 100% data extraction from structured Form A documents
• Scalability: Process 10+ documents per hour

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🛠️ Tech Stack

• Backend: Python 3.9+, Flask 3.0.0
• Document Processing: python-docx 1.1.0
• Frontend: HTML5, CSS3, JavaScript (ES6+)
• UI Framework: Bootstrap 5
• Icons: Font Awesome 6

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📞 Support

For detailed help, check the guides in the guide/ folder.

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Version: 1.0
Status: ✅ Ready for localhost testing and deployment
Last Updated: November 2025