Multimodal Document Intelligence for Claims Review & Compliance

The challenge
Claims and compliance teams work through scanned forms, PDFs, email threads, and evidence files. The facts they need are buried in unstructured content, so reviewers spend their days reading, re-keying data, and chasing discrepancies.

What we built
We built a multimodal document intelligence platform that turns each claim or compliance bundle into one structured case. It reads scans, PDFs, images, and emails, extracts the key fields, links every document to the case, and flags inconsistencies such as mismatched identifiers, missing signatures, or conflicting dates.

Reviewers check suggested fields and classifications instead of typing them, and retrieval (RAG) finds the passage behind every answer, so decisions come with an audit trail. Role-based access, retention rules, and EU data residency are built in.

Business value

  • Faster triage and shorter cycle times
  • More consistent decisions across reviewers
  • Audit-ready evidence for every outcome
  • New document types added without rebuilding the pipeline

Where else it applies
The same approach transfers to banking onboarding, public administration, legal case files, and healthcare billing. It belongs to our Document and Knowledge AI work: software that reads, sorts, and answers questions from documents, so teams stop searching and re-entering information by hand.

Task

Turn claim and compliance paperwork into structured, reviewable cases.

  • Strategy

    Extract and link fields with AI, verify them against source passages with RAG, and keep a human reviewer in the loop.

  • Design

    A document intelligence platform with OCR, AI extraction, RAG evidence search, and a reviewer workflow.

  • Client

    Insurance, finance, and regulated service providers in the EU

  • Tags

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

Let’s build together

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