I am building a web app that requires me to verify some of the data that has been uploaded by a user in onboarding, before they can proceed with other parts of our system.

I need to verify that some of the information provided by the user in text fields during onboarding matches information on a bill of theirs (either a PDF or an image that they also upload in onboarding).

I am using PostgreSQL. How can I have a simple system for approval in this instance? I want to be able to get notified when a new customer has completed that onboarding process, and for me to review that information. This means having an easy way to open the PDF and review that text information against each other. Then I could either Reject or Approve their verification based on that review.

I was wondering if a Zapier integration through Slack could help me, but my instinct tells me that it is not scalable and hard to track decisions on it (e.g: Slack bot to review the information and take action from it which would update the database flag to true when review is successful). I am also wondering if this is time for me to implement a CRM system integrated with our database to be able to do that.

Is there any best practice out there or tools to internally review information provided by users, and approve it? Should we build our own internal review system instead?

Thank you very much.