Method And System For Performing Income Analysis From Source Documents

A system for determining an analysis of income, the system comprising:

• an electronic network;
• a document server coupled to the network, the document server providing an image of a document package of income related documents;
• a document storage device coupled to the network to store the image of the document package;
• a splitting module executed on a splitting server coupled to the network, the splitting module separating the documents in the document package based on the image of the document pages;
• a classification module executed on the splitting server that classifies the separated documents;
• an optical recognition server including a plurality of automated scanning tools, the optical recognition server coupled to the network, the optical recognition server selecting an automated scanning tool based on the document classification on at least one of the separated documents, wherein income related data from the at least one separated document is determined by the selected automated scanning tool;
• and
• an analyst workstation coupled to the network, the analyst workstation having a display generating an interface for the input of configurations for a plurality of calculation models;
• a determination server coupled to the network, the determination server operative to:
• determine the confidence of the determined income related data based on the selected automated scanning tool and the income related data;
• determine a plurality of income calculations based on the determined income related data and the configurations for the plurality of calculation models via a calculation engine;
• and
• generate a report including the plurality of income calculations, wherein the report is displayed on the display of the analyst workstation.