PDF-TO-EXCEL PROGRAM

 Executive Summary

With the development of technology, the online money-transfer systems are widely available for investment banks’ clients to instruct transactions. However, many tradition clients still prefer the old way of transferring money via bank tellers. Normally, when clients want to transfer money among accounts, they will email their banks the letter of authorizations (attached as a .pdf file) instructing how much money will be transferred and where the money will be transferred to. After receiving that email, a bank employee will manually enter the necessary information to the bank’s system and process that transaction. This manual process is time consuming and costly for the bank. Therefore, this “pdf-to-excel” program will automatically read through the digital .pdf file and extract all needed information and fill it into a excel form.  After processing the transaction, users have the option to save the transaction information for future reference.

• http://files.gove.net/shares/files/12f/kle91/PDF-To-Excel.xlsm
• http://files.gove.net/shares/files/12f/kle91/Letter_of_Authorization.pdf
• http://files.gove.net/shares/files/12f/kle91/Pdf-To-Excel_Project_Write-up.pdf