CIM Document Processor

A comprehensive web application for processing and analyzing Confidential Information Memorandums (CIMs) using AI-powered document analysis and the BPCP CIM Review Template.

Features

🔐 Authentication & Security

• Secure user authentication with JWT tokens
• Role-based access control
• Protected routes and API endpoints
• Rate limiting and security headers

📄 Document Processing

• Upload PDF, DOC, and DOCX files (up to 50MB)
• Drag-and-drop file upload interface
• Real-time upload progress tracking
• AI-powered document text extraction
• Automatic document analysis and insights

📊 BPCP CIM Review Template

• Comprehensive review template with 7 sections:
  • Deal Overview: Company information, transaction details, and deal context
  • Business Description: Core operations, products/services, customer base
  • Market & Industry Analysis: Market size, growth, competitive landscape
  • Financial Summary: Historical financials, trends, and analysis
  • Management Team Overview: Leadership assessment and organizational structure
  • Preliminary Investment Thesis: Key attractions, risks, and value creation
  • Key Questions & Next Steps: Critical questions and action items

🎯 Document Management

• Document status tracking (pending, processing, completed, error)
• Search and filter documents
• View processed results and extracted data
• Download processed documents and reports
• Retry failed processing jobs

📈 Analytics & Insights

• Document processing statistics
• Financial trend analysis
• Risk and opportunity identification
• Key metrics extraction
• Export capabilities (PDF, JSON)

Technology Stack

Frontend

• React 18 with TypeScript
• Vite for fast development and building
• Tailwind CSS for styling
• React Router for navigation
• React Hook Form for form handling
• React Dropzone for file uploads
• Lucide React for icons
• Axios for API communication

Backend

• Node.js with TypeScript
• Express.js web framework
• PostgreSQL database with migrations
• Redis for job queue and caching
• JWT for authentication
• Multer for file uploads
• Bull for job queue management
• Winston for logging
• Jest for testing

AI & Processing

• OpenAI GPT-4 for document analysis
• Anthropic Claude for advanced text processing
• PDF-parse for PDF text extraction
• Puppeteer for PDF generation

Project Structure

cim_summary/
├── frontend/                 # React frontend application
│   ├── src/
│   │   ├── components/      # React components
│   │   ├── services/        # API services
│   │   ├── contexts/        # React contexts
│   │   ├── utils/           # Utility functions
│   │   └── types/           # TypeScript type definitions
│   └── package.json
├── backend/                  # Node.js backend API
│   ├── src/
│   │   ├── controllers/     # API controllers
│   │   ├── models/          # Database models
│   │   ├── services/        # Business logic services
│   │   ├── routes/          # API routes
│   │   ├── middleware/      # Express middleware
│   │   └── utils/           # Utility functions
│   └── package.json
└── README.md

Getting Started

Prerequisites

• Node.js 18+ and npm
• PostgreSQL 14+
• Redis 6+
• OpenAI API key
• Anthropic API key

Environment Setup

1. Clone the repository

   git clone <repository-url>
   cd cim_summary
   

2. Backend Setup

   cd backend
   npm install
   
   # Copy environment template
   cp .env.example .env
   
   # Edit .env with your configuration
   # Required variables:
   # - DATABASE_URL
   # - REDIS_URL
   # - JWT_SECRET
   # - OPENAI_API_KEY
   # - ANTHROPIC_API_KEY
   

3. Frontend Setup

   cd frontend
   npm install
   
   # Copy environment template
   cp .env.example .env
   
   # Edit .env with your configuration
   # Required variables:
   # - VITE_API_URL (backend API URL)
   

Database Setup

1. Create PostgreSQL database

   CREATE DATABASE cim_processor;
   

2. Run migrations

   cd backend
   npm run db:migrate
   

3. Seed initial data (optional)

   npm run db:seed
   

Running the Application

1. Start Redis

   redis-server
   

2. Start Backend

   cd backend
   npm run dev
   

   Backend will be available at http://localhost:5000

3. Start Frontend

   cd frontend
   npm run dev
   

   Frontend will be available at http://localhost:3000

Usage

1. Authentication

• Navigate to the login page
• Use the seeded admin account or create a new user
• JWT tokens are automatically managed

2. Document Upload

• Go to the "Upload" tab
• Drag and drop CIM documents (PDF, DOC, DOCX)
• Monitor upload and processing progress
• Files are automatically queued for AI processing

3. Document Review

• View processed documents in the "Documents" tab
• Click "View" to open the document viewer
• Access the BPCP CIM Review Template
• Fill out the comprehensive review sections

4. Analysis & Export

• Review extracted financial data and insights
• Complete the investment thesis
• Export review as PDF
• Download processed documents

API Endpoints

Authentication

• POST /api/auth/login - User login
• POST /api/auth/register - User registration
• POST /api/auth/logout - User logout

Documents

• GET /api/documents - List user documents
• POST /api/documents/upload - Upload document
• GET /api/documents/:id - Get document details
• GET /api/documents/:id/status - Get processing status
• GET /api/documents/:id/download - Download document
• DELETE /api/documents/:id - Delete document
• POST /api/documents/:id/retry - Retry processing

Reviews

• GET /api/documents/:id/review - Get CIM review data
• POST /api/documents/:id/review - Save CIM review
• GET /api/documents/:id/export - Export review as PDF

Development

Running Tests

# Backend tests
cd backend
npm test

# Frontend tests
cd frontend
npm test

Code Quality

# Backend linting
cd backend
npm run lint

# Frontend linting
cd frontend
npm run lint

Database Migrations

cd backend
npm run db:migrate  # Run migrations
npm run db:seed     # Seed data

Configuration

Environment Variables

Backend (.env)

# Database
DATABASE_URL=postgresql://user:password@localhost:5432/cim_processor

# Redis
REDIS_URL=redis://localhost:6379

# Authentication
JWT_SECRET=your-secret-key

# AI Services
OPENAI_API_KEY=your-openai-key
ANTHROPIC_API_KEY=your-anthropic-key

# Server
PORT=5000
NODE_ENV=development
FRONTEND_URL=http://localhost:3000

Frontend (.env)

VITE_API_URL=http://localhost:5000/api

Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For support and questions, please contact the development team or create an issue in the repository.

Acknowledgments

• BPCP for the CIM Review Template
• OpenAI for GPT-4 integration
• Anthropic for Claude integration
• The open-source community for the excellent tools and libraries used in this project