Intelligent Document Processing through AI Orchestration

Problem

Inefficient Capture Solutions

When business units have a need for business applications or equipment – they rely on an IT Shared Services Group for advice and support.  Such was the case for a leading Global Financial Services Firm operating in more than 60 countries and has over 240,000 employees, that was looking for a more efficient way to enable, deploy and support capture requirements for all lines of businesses worldwide.

Our client reached out to see how we could leverage ImageTrust to provide intelligent document capture services that simplify content processes. Whether content is structured, unstructured, handwritten, or typed, we deliver automation though AI orchestration.

Solution

Trusted Intelligent Capture

The financial institution was seeking a capture solution that was web-based, as this would bring many efficiencies to implementing and supporting many users, document types and lines of businesses world wide. The solution had to be cloud friendly as part of the bank’s policy to move all their infrastructure to the cloud. When evaluating other browser based solutions – performance and security issues prohibited implementation.

After going through a rigorous process to completely understand requirements, document types, user and World Wide Lines of Business needs, Image Access Corp’s web based capture solution ImageTrust – was chosen as the capture platform.

Valid documents trigger automatic extraction of key data and line-item details using custom Computer Vision(CV) and Machine Learning (ML), with high confidence thresholds, and no Human-In-The-Loop(HITL) step. If confidence thresholds or business rules aren’t met, a notification prompts user group validation, pushing the BoL forward.

Benefits