Document intake automation
Document intake automation runway
Connect OCR, classification, and routing so adjusters stop re-keying attachments at FNOL.
- Duration
- 12 weeks
- Format
- Remote-first with two on-site weeks optional
- Indicative fee
- ₩23,800,000
Overview
We trace every attachment type, failure mode, and downstream consumer in your claims platform. Then we specify an automation staircase: deterministic rules first, model-assisted triage second, with human validation gates that shrink as quality metrics stabilise.
What is included
- Attachment taxonomy mapped to LOB-specific journeys
- Latency budget for each integration hop
- Confidence routing matrix with adjuster override hooks
- Label QA cadence for document models
- Monitoring hooks for drift in layout-heavy PDFs
- Disaster recovery pattern for vendor outages
- Training brief for offshore BPO partners
Outcomes you can inspect
- Integration contract addenda grounded in measured SLAs
- Reduced manual touch on top five attachment categories
- Shared definition of “ready for automation” per document class
Leo Park
Platform integration engineer specialising in claims cores and content services.
FAQ
We design around your current adjuster workspace wherever possible. Larger UI shifts are flagged as optional phase-two work.
We evaluate language mix in your production sample and specify tokenizer and layout model choices accordingly, including human-in-the-loop review for low-confidence pages.
Handwritten attestations with highly variable layouts may remain manual for the duration of the engagement; we document that explicitly rather than overselling OCR coverage.
Experience notes
“They named the vendor latency issues we had been arguing about for months. The staircase plan gave us language procurement could act on.”
“Clearer attachment routing shaved off repetitive clicks even before the model went live.”