Intelligent Document Processing

Intelligent document processing gives operations teams a dependable way to turn unstructured files into trusted workflow inputs. It combines document AI, OCR and data extraction, document workflow automation, and rule based document validation so teams can move work forward without hidden quality risk.

Key Benefits

• Improves first pass quality before handoff to decision teams
• Reduces manual review effort across document heavy workflows
• Supports consistent controls across changing document formats
• Accelerates approvals through cleaner package readiness
• Creates traceable validation outcomes for compliance reviews

What It Does

The platform ingests documents from email, uploads, and integrations, then applies OCR and data extraction to produce structured records. It classifies document type, normalizes fields, and runs rule based checks that detect missing fields, missing attachments, inconsistent values, and incomplete packages before work moves downstream.

Teams that need stricter package control can use submission readiness automation to enforce pre handoff quality gates.

How It Works

1. Ingest documents and classify by workflow type.
2. Run OCR and data extraction to structured schema outputs.
3. Apply rule based document validation and package checks.
4. Route complete packages to underwriting, lending, or finance queues.
5. Send exceptions to operations for targeted remediation.

When To Use It

Use this architecture when document volume is high, service levels are tight, and quality failures create rework. It is especially effective for insurance document processing, loan document processing, and accounts payable document automation.

Teams often pair this with feature controls like the document completeness checker, workflow validation engine, and pre submission QA dashboard.

FAQ