Introducing Document AI

Automating Enterprise Document Workflows with Document AI

Enterprises process vast amounts of documents daily, from contracts and invoices to compliance reports and customer communications. As the world is heading towards a paperless future, many industries, like finance and insurance, are still buried under digital documents. Paper has merely been transformed into PDF, Excel tables, emails, etc. 

Although technological advances (think traditional OCR tools) have been somewhat effective at extracting information from structured formats, they fall short when more complex tasks are in order, like document classification and processing. What ends up happening is that most of that work is still done manually. We know that manual methods are slow, error-prone, and costly. Even small errors can lead to financial losses, missed investment opportunities, or regulatory fines.

For industries like finance and insurance, efficiency and accuracy in document processing are critical. Artificial intelligence automates these tasks, improving efficiency and allowing employees to focus on higher-value work. 60% of C-suite leaders expect their GenAI solutions to scale across their organization, up from 36% in 2024.

We saw organizations struggle with document overload and unwieldy forms, scans, and PDFs. We wanted to solve all these problems for you, so we built a product to handle these tasks swiftly and accurately. 

We’re excited to introduce Document AI, a purpose-built AI Agent that automates document processing with unmatched accuracy and flexibility. 

Introducing Document AI

Document AI is an advanced GenAI-powered solution that classifies, extracts, and organizes data from structured and unstructured documents. We train it to understand your schema so it ensures high-accuracy data extraction, labeling, and organization from claims, loan applications, PDF reports, and more. It integrates seamlessly with your existing software stack for end-to-end automation. Essentially, it helps teams streamline document-heavy workflows, reduce manual errors, and scale their operations effortlessly.

Built with cutting-edge natural language processing (NLP), computer vision, and deep learning, Document AI automates document classification, metadata extraction, summarization, and compliance verification. 

Key Features of Document AI

Document AI goes beyond simple data extraction, offering a full-stack solution for enterprise document automation. Its key features include:

• Zero bounding box annotations: Speeds up implementation by automatically labeling extracted data and handling document variations without extensive preprocessing.
• Confidence scores: Enables targeted manual review of selected documents for efficient workflows and ensures human intervention only when necessary for greater accuracy.
• JSON output: Simplifies downstream use. Maintains nested hierarchies and metadata, ready for integration with other applications.
• Self-learning through employee-in-the-loop: Improves performance in real time. Gains accuracy with each document reviewed, especially rare or complex ones.
• Flexible schema: Lets you add, remove, or modify fields. Adapts to your evolving document needs with minimal rework.
• Flexible API: Seamlessly integrates with your existing software stack and document management systems. Runs where your data resides, reducing friction and eliminating manual data transfers.

Real-World Use Cases

There are many use cases for document AI. For example, finance teams can process loan applications, credit agreements, and KYC documents without manual intervention. Insurance providers can handle policy endorsements, claims packets, and medical forms more efficiently. 

Why Document AI Is Different

Document AI is designed for high-volume, multi-format document workflows, helping finance and insurance companies automate processes and minimize manual intervention. Unlike generic document processing tools, Document AI is purpose-built for enterprise automation with deep domain expertise. 

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How Document AI Works

Document AI classifies each incoming document and pinpoints key data fields. Then it extracts, organizes, and delivers that data as structured JSON, making it instantly usable for downstream applications. It uses active learning to update itself, improving accuracy with continued use. 

Document AI transforms unstructured and semi-structured text into structured, AI-ready data. The process includes:

1. Ingestion – Accepts multiple document formats, including PDFs, scanned images, and emails.
2. Processing & extraction – Uses NLP and computer vision to classify documents and extract relevant data points.
3. Automation & workflow integration – Automatically routes documents through enterprise systems, triggering workflows and reducing manual effort.
4. AI-optimized output – Converts extracted data into structured formats like JSON, enabling integration with large language models (LLMs) and decision AI systems.

Document AI is also available as part of the AgentFlow platform. You can use it with our other AI Agents to automate your entire workflow regardless of its complexity or type. The platform integrates multiple data sources and automates GenAI workflows from one dashboard for seamless processing.

Here is a claims processing example for illustration:

Get Started with Document AI

Document AI streamlines document processing with advanced AI and industry expertise. The finance and insurance sectors need AI-driven solutions to extract structured and unstructured data and automate workflows efficiently.

Book a demo today to see how Document AI can reduce costs, accelerate decision-making, and unlock valuable insights for your enterprise.

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