Intelligent Document Processing
A document processing workflow for supported invoices, applications, contracts, and forms. It classifies each record, extracts configured fields, validates values against business rules, and routes uncertain records to a person before updating downstream systems.
Service path: Workflow Automation
How This Workflow Works
How the workflow moves from intake to output.
- 1
Receives documents via email, upload, scan, or API
- 2
AI classifies supported document types
- 3
Extracts relevant fields based on document type
- 4
Validates extracted data against business rules
- 5
Routes to appropriate workflow or system
- 6
Handles exceptions with human-in-the-loop
- 7
Integrates with ERP, CRM, and other systems
- 8
Provides processing analytics and SLA tracking
Where This Workflow Fits
Example industries for this workflow. We adapt the inputs, rules, and review steps to each operating environment.
Insurance
Example industry fit
Banking
Example industry fit
Healthcare
Example industry fit
Government
Example industry fit
Legal
Example industry fit
Logistics
Example industry fit
What This Workflow Covers
- Process supported document types
- Automatic classification
- Field extraction
- Validation and routing
- System integration
- Exception handling
Use Cases
- Route insurance claims through an approved review process
- Extract loan application data
- Route medical records to appropriate departments
- Handle high-volume document intake
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Build this workflow.
We can map this workflow against your tools, handoffs, and edge cases.
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