Use Cases


In a banking industry every business process starts with some form of documentation. You present identity documents (Passport, Drive License, etc.) to open a bank account, businesses sign credit agreements to secure credit lines for growth, retail or commercial borrower secures mortgages / loam again collateral like real estate, and many more. Some of the low hanging fruit for improving operational efficiency and customer delight are as follows:

  • Know Your Customer (KYC)
  • Mortgage Processing
  • Trade Finance
  • Financial Spreading
  • Collateral Management


Documents are lifeblood of Insurance industry. Applications are submitted for quotations, customer information & supporting documentation is collected, assets (as needed) are appraised, policies are underwritten, and claims are processed. As you would notice, almost every process starts with a document. Some notable business processes that are good candidate for Intelligent Document Processing are as follows:

  • Customer Onboarding
  • Underwriting
  • Claims Processing
  • Appraisal Recording
  • Contract Processing


Logistics sector involves significant amount of paper work to track deliver of goods at intended destination. Customers place orders, vendors prepare the orders, package items & ships, truck drivers move the goods to the final destination for delivery. Number of documents are produced along the way that need to tracked and entered into various enterprise systems to enable tracking, expense management and compliance with government authorities.

  • Bills of Lading
  • Logistics Documents
  • Packaging List
  • Customer Information Documents
  • Fuel Consumption Bill / Statements

Lease Vehicle Billing & Repair Documentation


Efficient storage, retrieval and analysis of documents for specific legal situation is essential for efficiency of legal industry. Intelligent Document Processing can help in extracting key information from documents that can be attached to document meta data quick retrieval, building analysis reports and clause analysis.

  • Contract Administration
  • Storage & Retrieval
  • M&A Due Diligence

Accounting & Finance

Invoice processing in Accounts Payable function is an obvious use case for Intelligent Document Processing. Significant operational efficiency can be gained by automatically extracting data from invoices and entry into enterprise systems.

  • Invoice Processing
  • Regulatory Compliance
  • Analytical Reporting

Monetize your Data

Intelligent Document Processing for Document Intake and Processing

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