Document analysis to identify document characteristics and appending the document characteristics to a record

A method of document analysis to identify document characteristics, comprising:

• receiving, by a device, an indication of a contract associated with a series of recurring events, wherein the contract is associated with an account;
• identifying, by the device, one or more characteristics associated with the contract, wherein the one or more characteristics include at least one of an entity associated with the contract or an amount associated with the series of recurring events;
• matching, by the device, the contract with a record included in a ledger associated with the account based on the one or more characteristics associated with the contract, wherein matching the contract with the record enables the device to identify that the record is associated with a recurring event of the series of recurring events;
• appending, by the device, at least one characteristic, of the one or more characteristics, associated with the contract to information associated with the record in display information associated with the ledger;
• and
• providing, by the device and to a user device, the display information to cause the display information to be displayed by the device, wherein the display information includes the information associated with the record linked with the at least one characteristic.

A non-transitory computer-readable medium storing a set of instructions, the set of instructions comprising:

• one or more instructions that, when executed by one or more processors of a device, cause the device to:
• receive a document associated with a series of recurring events, wherein the document is associated with an account that is registered to the device;
• analyze, using a text recognition technique, the document to identify one or more terms associated with the document, wherein the one or more terms include at least one of an entity associated with the document or an amount associated with the series of recurring events;
• match the document with a record included in a ledger associated with the account based on the one or more terms associated with the document, wherein matching the document with the record enables the device to identify that the record is associated with a recurring event of the series of recurring events;
• modify display information associated with the ledger based on matching the document with the record, wherein modifying the display information includes appending at least one term, of the one or more terms, associated with the document to information associated with the record in the display information;
• and
• transmit, to a user device, the display information to cause the display information to be displayed by the user device.