Automating document-heavy processes
Team processing high volumes of forms, invoices or applications
Staff read incoming documents, re-key details into business systems and chase missing information by email.
Approach
- 01Classify incoming documents and extract key fields
- 02Route uncertain or incomplete cases to a review queue
- 03Write approved data directly to the system of record
- 04Keep an audit trail of every automated and human action
System components
- Document intake
- Review queue
- System-of-record integration
- Audit trail
Capabilities involved