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Document Intake

Process incoming documents automatically using Intelligent Document Processing (IDP) — eliminate manual data entry at the source.

Benefits
10× faster than manual processing
High-accuracy OCR extraction
Automatic classification & routing
Full audit trail
Relevant Tasks
PDF, image, and form data extraction
Document classification and routing
Validation against master databases
How it runs
  1. 01InboundPDF and scans
    Email attachments
    Portal uploads
  2. 02ClassifyDocument type
    Priority
  3. 03ExtractFields and tables
    Confidence scores
  4. 04ValidateMaster data check
    Exceptions to review
  5. 05Route & integrateERP · CRM · claims
    Audit trail kept
Documents arrive from any channel, are classified and read, checked against master data, and routed to the system that needs them.
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