Document Automation Architectures: Updated Survey in Light of Large Language Models

Abstract

This paper surveys the current state of the art in document automation (DA). The objective of DA is to reduce the manual effort during the generation of documents by automatically creating and integrating input from different sources and assembling documents conforming to defined templates. There have been reviews of commercial solutions of DA, particularly in the legal domain, but to date there has been no comprehensive review of the academic research on DA architectures and technologies. The current survey of DA reviews the academic literature and provides a clearer definition and characterization of DA and its features, identifies state-of-the-art DA architectures and technologies in academic research, and provides ideas that can lead to new research opportunities within the DA field in light of recent advances in generative AI and large language models.Comment: The current paper is the updated version of an earlier survey on document automation [Ahmadi Achachlouei et al. 2021]. Updates in the current paper are as follows: We shortened almost all sections to reduce the size of the main paper (without references) from 28 pages to 10 pages, added a review of selected papers on large language models, removed certain sections and most of diagrams. arXiv admin note: substantial text overlap with arXiv:2109.1160