AIENTERPRISE PERSPECTIVES
Prepare document fields for review.
A proposed extraction workflow for receipts, KYC documents and operational records.
Let’s discuss Document intelligencePROPOSED AI / REVIEW MODEL
Extraction is the beginning of review.
Explore the role of information, assistance and human review in a scoped pilot.
Reviewer in control RECORD CHECKPOINTS
01SELECT A CHECKPOINT
TO EXPLORE
Source document
Receive a document. Agreed fields extracted beside the source
TO EXPLORE
Reading documents into a form takes time, particularly when staff must repeat the same checks across many records. Document intelligence could extract agreed fields and place them beside the source for a person to verify.
The review screen should make uncertain or missing fields easy to identify. A corrected amount, date or identifier must be checked before it changes an operational record. Access and retention rules depend on the documents involved.
A pilot should compare extraction results with reviewed examples, field by field. Correction rates and review time would show whether the proposed workflow helps, and where it still needs work.
IN PRACTICEWHAT IT BRINGS TO YOUR TEAM