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Business Outcomes

Extraction & Abstraction

Transform contracts, claims, invoices, files, PDFs, emails, and legacy records into structured, governed, business-ready data.

Unlock the data trapped in your documents. Our managed AI delivery extracts and structures information from any format, making it immediately actionable across your enterprise.

Document Processing
Contracts
Structured
Invoices
Extracted
Legacy Records
Migrated
Business Outcomes

The Operational Problem

Enterprises are drowning in documents—contracts, claims, invoices, applications, and legacy records that contain critical data but remain inaccessible in their original format. Manual extraction is slow, error-prone, and doesn't scale.

Manual data entry bottlenecks

Teams spend thousands of hours typing data from PDFs into systems—work that machines could do in seconds with higher accuracy.

Errors in high-volume processing

Manual keying introduces 2–4% error rates. At scale, even small error percentages create large downstream problems—incorrect payments, compliance violations, customer disputes.

Slow review queues

Claims, contracts, and loan files sit in queues for days while staff manually review documents before processing can begin.

Where This Shows Up

1 Insurance claims intake—forms, loss reports, and supporting documents that need review before coverage decisions
2 Loan and mortgage processing—application packages, income verification, property records, and title documents
3 Accounts payable and invoice processing—vendor invoices, purchase orders, and payment documentation
4 Contract management and abstraction—lease agreements, vendor contracts, and NDA terms that need structured capture
5 Legacy record migration—decades of paper files, scanned documents, and archived records that need digitization
6 Regulatory and compliance documentation—audit logs, policy acknowledgments, and compliance records requiring structured retention

What AI Helps Extract and Structure

AI-powered document intelligence transforms unstructured files into structured, actionable data—ready for downstream workflows.

Contract Terms

Extract parties, dates, values, termination clauses, SLAs, and renewal terms—structured and ready for contract management systems.

Invoice Line Items

Pull vendor, amounts, PO numbers, GL codes, and approval statuses from AP invoices—feeding automated payment workflows.

Claims Data

Extract incident details, coverage elements, claimant information, and loss documentation from FNOL forms and supporting documents.

Application Data

Capture applicant information, income documentation, employment history, and supporting evidence from loan or benefit applications.

Email and Correspondence

Parse email threads, attachments, and client communications to build structured case histories and compliance records.

Legacy Records

Convert decades of scanned documents, paper files, and archived records into structured digital data ready for modern systems.

How the Document Intelligence Layer Works

A governed extraction pipeline that transforms document chaos into structured, actionable data.

1

Document Intake

Ingest documents via email, file upload, API, or system integration. Handle PDFs, images, scanned documents, emails, and legacy formats.

2

AI Classification

Auto-classify document type, determine applicable extraction schema, and route to the correct processing pipeline.

3

Extract & Validate

Pull structured fields with confidence scoring. Flag low-confidence extractions for human review. Cross-validate against known data.

4

Route & Deliver

Write structured data to downstream systems, trigger workflows, and log audit trails. Retain original documents with extraction metadata.

Governance and Human Review Controls

Document extraction at enterprise scale requires controls that ensure accuracy, compliance, and traceability—without creating new bottlenecks.

Confidence-Based Review Gates

Extractions below confidence thresholds automatically flag for human review. Thresholds are configurable by document type and risk level—higher risk documents get tighter controls.

Audit Trail Retention

Every extraction logs the source document, timestamp, AI model version, confidence score, and reviewer actions. Retain for compliance and dispute resolution.

Exception Handling Workflows

Documents that can't be automatically processed route to exception queues with full context. Reviewers can correct, override, or escalate—decisions are logged.

Common Systems and Data Sources

PDF Documents
Scanned Images
Email Attachments
Word / Excel Files
Legacy Systems
File Shares
APIs / Webhooks
Fax / EDI Feeds

First Use Case Example

A regional insurer deploys document extraction for their FNOL (first notice of loss) process. Incoming claim documents—police reports, repair estimates, medical records—are automatically extracted and structured before adjuster review. Extraction accuracy reaches 97%, reducing adjuster prep time by 70% and cutting average claim intake from 3 days to 4 hours.

Business Outcomes to Measure

Extraction Accuracy Rate

Track percentage of extractions that pass validation without human correction. Target: 95%+ for structured documents, 90%+ for complex legacy files.

Processing Time Reduction

Measure time from document receipt to structured data availability. Target: 60–80% reduction in manual processing time per document type.

Cost Per Document

Calculate fully-loaded cost of manual extraction vs. AI-assisted extraction—including staff time, error correction, and rework.

Exception Queue Reduction

Track percentage of documents that auto-process without routing to human review. Higher rates indicate better model performance and fewer bottlenecks.

Best-Fit Use Cases

A
Insurance Claims Processing

FNOL intake, supporting document extraction, coverage validation, and claims prep for adjusters

B
Accounts Payable Automation

Invoice extraction, PO matching, GL coding, and three-way match validation for AP teams

C
Loan and Mortgage Processing

Application package extraction, income verification, title abstraction, and closing document preparation

D
Contract Abstraction

Lease terms, vendor commitments, SLA clauses, and renewal dates extracted for contract management systems

E
Compliance Documentation

Audit logs, policy acknowledgments, and regulatory submissions extracted and structured for compliance reporting

F
Legacy Data Migration

Decades of archived records, paper files, and scanned documents converted to structured digital format