AutomationDelivered from Mapping
Document triage and classification
An agent reads each file, classifies its type, extracts period and owner and checks it against the process minimum list.
Reference scenario
Document triage
The solution reads, classifies, checks and routes documents arriving by email, portal or upload. The decision stays with whoever holds the approval.
Solution scope
From document intake to a case ready for decision.
We put document triage into production across your channels and systems, with optional support for the AI layer.
- Intake by email, portal, upload or integration
- Classification by type and subject
- Data extraction into the system of record
- Checks against rules and records
- Case assembly and routing to the approver
- A record of quality, rework and returns
Typical integrations
NF-eSPEDEmail and portalsMarket ERPsChallenges
Where triage gets stuck
Inbox queue
Documents wait for someone to open, read and decide where they go.
Typing and retyping
The same data is copied from the PDF into the system more than once.
Inconsistent checks
Everyone checks differently, and errors surface further down the line.
Decisions without context
The approver gets the file, but not what has already been verified.
How it works
Documents read, classified and checked on arrival, with the case ready for approval.
- What AI does
- Classifies, extracts, checks and assembles the case for the person who decides.
- What people decide
- Approval, rejection and ambiguous cases.
- Maturity
- Delivered from Mapping
What we measure
Triage time · Rework rate · Returned cases · Human minutes per document
Indicators we measure and report every month. They are not targets.
Accelerators
Accelerators for this solution
SystemIn production
Back-office orchestration
One system in eight areas, from the day's routine to preliminary tax-review agents.