Document triage

Classify & route incoming docs

Insurance BPOAutomationDocumentation

What it does

  • Classifies incoming policy and claim documents
  • Routes each to the right queue
  • Flags missing or inconsistent data

How it works

  1. 1Ingests the document
  2. 2Classifies and extracts
  3. 3Routes with confidence flags

Works with

Deployment contract

What goes in, what comes out, and where people review.

Inputs

The systems and standard your team chooses

  • Runbook, source material, and definition of done
  • Records from Box, ServiceNow, Salesforce
Outputs

A finished artifact with its work attached

  • Classifies incoming policy and claim documents
  • Routes each to the right queue
Approvals

Human control at the steps that matter

Choose which steps run automatically and which stop for a named reviewer before deployment.

Evals

Quality measured against your rubric

Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.

Example result

The result is reviewable, not a black box.

A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.

RUN
Document triage
Ready for review
  1. Ingests the document
    Source trace saved
  2. Classifies and extracts
    Source trace saved
  3. Routes with confidence flags
    Output prepared
Rubric score, sources, and action log travel with the result

Deploy in days, not months.

Request demo