Classify incoming documents
Automation can suggest a category and an owner. Unusual inputs have a defined review path.
Add classification, extraction or drafting to document management. Individual steps are linked to metadata, validation and the next workflow action.
Automation can suggest a category and an owner. Unusual inputs have a defined review path.
Extracted values are mapped to the required structure and checked against application rules. A fixed rule is used where an AI model adds no value.
We design use cases for summaries, minutes and draft replies from defined source material. The output stays within the approval process.
We select documents, expected results and acceptance criteria. The findings show which parts are worth bringing into everyday operation.
Document → Recognition and OCR → Classification → Data extraction → Validation and exceptions → Routing into workflow. Human review according to risk
OCR recognises text in an image. Extraction identifies fields such as supplier, date or amount. Classification determines the document type. These are different steps that can work together.
The process needs review and correction paths. Uncertain results go to a person, rules check required fields and changes are recorded. A confident-sounding answer is not evidence of correctness.
That depends on the service, contract and configuration. Before deployment, establish the processor, data location and retention, access controls and permitted use of inputs. The design should answer these questions explicitly.
The level of review follows risk, input quality and the consequences of error. Routine steps can be automated; exceptions and important decisions need an owner. Set the rules after testing your documents.
Compare processing time, corrections, completeness and manual interventions before and during the pilot. Include both routine and difficult documents. Benefits should follow measurements, not a general AI promise.
Licensing and delivery scope are defined in the proposal. Distinguish the ELO platform, custom modules, integrations and third-party services. Demonstrated functions are mapped to specific items when preparing an offer.