Let people review the exceptions.
Document intake that extracts information, checks requirements, and routes uncertain cases to a person.
Replace · Illustrative scenario
A proposed workflow, not a deployed client system. No client outcomes or savings are claimed.
All examplesThe problem.
A team opens every incoming document, retypes key details, and checks the same requirements. Clear-cut cases consume the same attention as unusual ones, while missing information is discovered late in the process.
The proposed approach.
Replace repetitive intake with a workflow that extracts candidate information, applies explicit business rules, and identifies what a person needs to review. AI can interpret variable documents; rules determine which requirements have been satisfied. The original document remains available for verification.
How the work changes.
Before
- Open each incoming document.
- Copy key details into a record.
- Check required information manually.
- Send follow-ups and record the decision.
After
- Capture the document and its source.
- Extract candidate fields with source references.
- Validate requirements and flag uncertainty.
- A person reviews exceptions and approves the next step.
What we would build.
- Document intake and structured candidate records.
- An explicit validation and exception-routing workflow.
- A review interface with original sources and decision history.
Where people
stay in control.
- Uncertain or sensitive cases require human review.
- Extracted details can be checked against the source.
- Duplicate intake and retry behavior are tested before rollout.
What to measure.
Capture the current process first, then compare the pilot against it using the same definitions and representative work.
- Handling time per document.
- Rework and extraction error rates.
- Exception rate and time waiting for review.
These are evaluation measures. Results would depend on the actual workflow, its users, and the implementation.
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