Bridgewell Financial seeks to develop a software tool that efficiently extracts key data points from documents such as PDFs and Word files. The goal is to convert this extracted data into a concise, templated summary document and an online version. This tool will help streamline the process of summarizing similar documents into a standardized format, enhancing consistency and accessibility. The project will involve designing an algorithm capable of identifying and extracting relevant information, followed by the creation of a user-friendly interface for generating summaries. The tool should be able to handle various document formats and ensure accurate data extraction. By completing this project, learners will apply their knowledge of software development, data processing, and user interface design to create a practical solution for document management.

The project deliverables include a functional software tool capable of extracting data from specified document formats and generating templated summary documents. Additionally, an online version of the summary should be produced. The deliverables will also include documentation detailing the tool's functionality and user instructions. A demonstration of the tool's capabilities, showcasing its ability to handle different document types and produce accurate summaries, will be required.