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Finance

Multimodal Document Intelligence for Claims Review & Compliance

We built a document intelligence platform that turns complex claim and compliance paperwork into structured, searchable data that teams can act on. The system…

GenAI Copilot for Structured Finance

We designed and implemented a GenAI copilot that becomes an extra team member for structured finance professionals. Instead of digging through folders, spreadsheets and…

Multimodal Document Intelligence for Claims Review & Compliance

We built a document intelligence platform that turns complex claim and compliance paperwork into structured, searchable data that teams can act on. The system…

  • Strategy

    Convert unstructured document bundles into consistent case models, then combine extraction with retrieval-driven validation so reviewers can move faster while improving consistency and audit readiness.

  • Design

    Document ingestion and lakehouse storage with OCR and versioning, AI services for classification and field extraction plus RAG for evidence retrieval, and a reviewer interface with validation, audit trails, and API integration.

  • Client

    Insurance, finance, and regulated service providers operating in the EU.

  • Tags

    claims, compliance, document-intelligence, nlp, ocr, RAG, workflow

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GenAI Copilot for Structured Finance

We designed and implemented a GenAI copilot that becomes an extra team member for structured finance professionals. Instead of digging through folders, spreadsheets and…

  • Strategy

    Multi-agent GenAI framework, retrieval-augmented generation (RAG), role-based access control, security and compliance requirements, AI evaluation and monitoring.

  • Design

    Domain-tuned GenAI agents, integration with internal data lake and document stores, prompt and workflow orchestration, conversational UI, dashboard for usage and quality metrics.

  • Client

    FinTech startup in NYC (USA)

  • Tags

    chatbot, data lake, finance, genai

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