Document Automated Processing, Categorization, Indexing, Splitting
- Processing transactional documents to extract relevant data and seamlessly pass it to downstream applications.
- Automatically categorizing documents into predefined classes or types to support efficient organization and management of large document volumes.
- Splitting multi‑page documents (PDFs) into separate files based on their content.
Text, Fields & Images Extraction
- Automated extraction and mapping of entities from documents to support a wide range of use cases, including analytics and decision‑making.
- Text and field extraction — the process of identifying and retrieving specific, relevant information from textual document content.
- Image extraction — the detection and retrieval of meaningful visual information contained within images embedded in documents.
Audio Extraction
- The process of identifying and isolating relevant audio segments from a larger audio file or stream.
- This capability can be used to transcribe speech or to analyze audio data for specific information.
Context Summary / Understanding
- Reading and understanding complex documents to support informed decisions and actions, including the ability to generate concise summaries.
Augmented Reading
- Enhancing the reading experience using technology, including features such as text‑to‑speech, translation, and the provision of additional contextual information related to the content being read.
Validation
- This process involves verifying the accuracy and integrity of data extracted from documents and other content, ensuring that the information is reliable and complies with predefined standards or validation rules.
Redaction
- The process of obscuring or removing sensitive information (PII: Personally Identifiable Information) from documents and other content.
- It is used to protect privacy and confidentiality while still allowing the documents to be shared.
HIL (Human in the Loop)
- The integration of human judgment into automated processes.
- Humans review and validate the outputs of AI systems to ensure accuracy and to manage cases in which the AI is uncertain, or the task is too complex for full automation.
Insurance Claims Handling
- Support insurance claims professionals — such as adjusters — by enhancing decision‑
making and workflow efficiency, including generating claim‑
related risk insights and analyzing handling steps, effectively functioning as a virtual assistant for insurance claims management.
Loan Management & Application Processing
- Quickly search and summarize borrowers’ financial data — available across disparate formats — to help the bank assess creditworthiness and generate credit memos and tailored loan structures.
- Validate the completeness of loan applications by verifying that all required documents are included.
- Run pre‑qualification checks and provide clear explanations of the factors that contributed to approval or denial.
KYC / KYB & Identity Verification
- Verify customers (Know Your Customer) and businesses (Know Your Business) by cross‑referencing information from diverse sources, including both structured and unstructured data.
- Support compliance teams by generating concise case summaries to facilitate investigation and escalation of risk profiles.
- Enable process automation and deliver significant time‑saving benefits for business operations.
Invoices, AP / AR, Purchase Orders, Tax Forms, Balance Sheets, Statements, Receipts Management
- Automated processing of financial‑related structured documents and content — such as invoices, account payments, accounts receivable, purchase orders, tax forms, balance sheets, and receipts.
OK2PAY for Notaries, Baillifs & Legal Invoices
- Review both the structured and unstructured components of complex invoices, extract the required data, and validate described actions and pricing against predefined rate cards.
Patient Records & Medical Reports Management
- Manage patient records, onboarding, and ongoing patient information, as well as the handling and processing of medical reports.
