Both AI and rule-based systems can automate file naming. The right choice depends on data variability and the cost of errors.
Rule-based strengths
- Deterministic and predictable outputs
- Fast and inexpensive at scale
- Great for uniform inputs (e.g., standardized exports)
AI strengths
- Handles unstructured or varied documents
- Infers missing context (issuer, date, type)
- Reduces manual exceptions in mixed backlogs
Choosing the right tool
If your inputs are consistent, start with rules. If your inputs are messy or come from many sources, AI saves time and improves consistency.