izDOX AI Platform

izDOX AI platform as Hosted SaaS or Enterprise SaaS (for high volume) transforms unstructured, semi-structured and structured digital and scanned PDFs, images with printed, handwritten data to meaningful information for quicker go no-go decisions with auto-verification and analysis. Template free solution with higher accuracy, cloud agnostic and on-premise availability are the USPs.

Business_needs

Problem Statement

In various domains like banking & finance, insurance, healthcare, logistics and across the departments like business operations, finance, sales and legal; there is large volume of  printed or handwritten documents being processed daily. Manual / semi-automated processing (verification, analysis etc.) of such  digital or scanned documents in unstructured, semi-structured and structured formats through folders and emails is a high-touch, monotonous, repetitive and hence error prone task. Sample document types are financial instruments, trade finance, forms & supporting documents, itemized bills, immunization records and so on.

Following challenges are faced by operational teams of our clients who process document with large format variations in large volumes:

  • Documents processed using OCR need up to 90% manual intervention.
  • Stringent document processing SLAs
  • Higher document processing cost
  • High rework cost
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Solution

Solution: The izDOX AI platform enables end-to-end automation of document-driven processes through intelligent ingestion, classification, extraction, and validation. From onboarding forms to transaction records, the system handles diverse document types using advanced AI models and seamless API integrations.

  • Document Ingestion: The documents (PDFs, scanned forms, images, audio, or video) are uploads to izDOX AI platform via APIs using high speed job processing engine.
  • Document Classification: AI models automatically identify and classify documents — e.g. on-boarding application, transaction receipts, or account statements — without the need for predefined templates.
  • Data Extraction & Analysis: AI-powered model extract key data points (name, amount, dates, addresses, tables, signatures, photos, and all complex information) from both structured and unstructured documents, including handwritten or low-quality scans.
  • Cross-Validation & Business Rule Checks: Extracted data is validated within and across documents (e.g., name and address in application form vs supporting documents), and business rules are applied to detect inconsistencies or missing fields.
  • Risk & Compliance Evaluation: The system flags potential risks such as mismatched names, or expired documents, and ensures applicable regulatory checks.
  • Maker-Checker Workflow Routing:  The cases are passed directly to the next system, or routed to human interventions for further processing based on maker-checker workflow.
  • System Integration & Data Delivery: Final validated and structured data is pushed to internal systems (core banking, insurance platforms, CRM, etc.) in real time via APIs, enabling end-to-end automation and traceability.

 

Information verification and analysis through izDOX AI platform

Human like intelligence

  • 24×7 auto doc processing
  • Handles format variations with high accuracy
  • Auto learning to improve accuracy further
  • Complements with RPA

Streamline Document Processing

  • Auto start: Job Processing Engine
  • Integration with Rules Engine, Internal & Third Party systems
  • Downstream integration with systems like ERP, CRM, Workflow, RPA, Core System

Data Security

  • Security and Compliance
  • Role based access
  • On-premise / private cloud deployment
  • Protection of PII even if verification is to be outsourced

Benefits

izDOX Benefits

Minimize Human Intervation

Minimize human intervention through AI document automation to improve productivity (4x-20x)

No-Touch Processing

Straight Through Processing (STP) for higher percentage of documents based on the use-case

Saving On Operational Costs

Saving in operational costs, especially when cost of manual skilled labour is increasing with inflation.

Business Efficiency

Speed up your processes to improve business efficiency. Vast volumes of variety of information processed

Customer Experience

Make secured information searchable real time thereby enhancing customer experience

Simplify Verification

Simplify verification, compliance and process audits. Analysed data is used for quick business decisions

Are you ready for the next steps in your digital transformation journey?

Ask for Demo