Pricing
Contact Sales
Processing Patterns

Real Problems.Proven Approaches.Your Documents.

Six real-world document processing challenges, each solved with a different combination of classifiers, extractors, validators, and connectors.

Pattern Library

Every Document Challenge Follows a Pattern

From insurance intake to visa applications, the same building blocks combine in different ways to solve fundamentally different problems.

Classify-First Routing

Classify documents by structure on arrival, then route each type to its own extraction and delivery path. The classification result drives everything downstream.

API-Based Cross-Document Verification

Documents arrive individually and are extracted on arrival. An external system signals when the group is complete; then cross-document checks run against the full set.

Semantic Clause Extraction

Semantic classifiers identify relevant sections by meaning, not layout. Each match feeds its own structure definition and extractor; new section types are added without changing existing ones.

Multi-Schema Extraction

The same document is processed through multiple classifiers and extractors in parallel; each downstream system receives a different structured output from the same source.

Gated Processing

Extract and deliver to a review system and an acceptance gate simultaneously. The pipeline pauses until an external decision arrives, then routes based on the outcome.

Completeness & Conformance Checking

A fixed document bundle is checked for completeness, cross-document consistency, and rule conformance using simple checkers; gaps are flagged before any human review begins.

Insurance Operations

Sorting the Morning Mail

How an insurance team used claims processing automation to eliminate manual document triage for 400+ daily documents.

Insurance

How an insurance team used claims processing automation to eliminate manual document triage for 400+ daily documents.

Scenario

An insurance operations team receives 400+ documents daily, all related to claims. Claim forms, medical reports, police reports, repair estimates, and correspondence all arrive mixed together via email and scanned mail. A clerk opens each one, reads it, figures out which claim it belongs to and what type of document it is, then forwards it to the right handler. It takes until noon just to sort the intake. This is insurance document processing before automation.

Pipeline Steps
  • Ingestion
  • Structure Classification
  • Extract & Map
  • Delivery
Financial Services

Verifying the Application Package

How a leasing company catches every mismatch in vehicle financing applications.

Financial Services

How a leasing company catches every mismatch in vehicle financing applications.

Scenario

A leasing company receives vehicle financing applications through a web portal. Applicants upload documents one by one (applicant ID, pay slips, bank statements, purchase agreement), but the required set varies per applicant. A soldier must submit military service documents. Someone with a second job needs multiple income declarations. The underwriting team manually cross-checks names, addresses, and income figures across whatever documents arrive. During peak season, 12% of mismatches go undetected. The same pattern applies to any loan origination flow: a loan application, like a lease, is a bundle of mismatched documents, and bank statement extraction is usually the hardest part. That is what makes financial document processing hard: every decision depends on reconciling documents that were never designed to agree.

Pipeline Steps
  • Ingestion
  • File Name Classification
  • Extraction
  • Validation
  • Delivery
Logistics

One Shipment, Many Stakeholders

How a freight forwarder processes shipment documents the moment they arrive, each routed to the right system in near real-time.

Logistics

How a freight forwarder processes shipment documents the moment they arrive, each routed to the right system in near real-time.

Scenario

A freight forwarder processes international shipments. Each shipment involves multiple documents (commercial invoices, packing lists, bills of lading, certificates of origin, customs declarations), but they don't arrive together. They're generated at different points in time by different parties: the shipper sends the commercial invoice first, the carrier issues the bill of lading days later, customs declarations follow separately. Four departments need different data from these documents, and each needs it as soon as the relevant document is available, not after the full set is assembled. Data entry clerks currently re-key the same data into four separate systems, often delayed by waiting for documents that haven't arrived yet.

Pipeline Steps
  • Ingestion
  • Classification
  • Extraction
  • Delivery
Healthcare / Insurance

Gating the Authorization

How a health insurer pre-processes prior authorization requests, and holds the pipeline until a clinical review system approves.

Healthcare

How a health insurer pre-processes prior authorization requests, and holds the pipeline until a clinical review system approves.

Scenario

A health insurer receives thousands of prior authorization requests per week. Each request arrives as a bundle of medical document PDFs (a referral form, clinical notes, lab results, sometimes imaging reports), faxed or uploaded from provider offices across the country. A clinical reviewer must evaluate whether the requested procedure is medically necessary. Today, the reviewer opens each PDF, manually finds the diagnosis, the requested procedure, and the supporting evidence, then types the relevant details into the review system. Most of the time is spent locating information, not making decisions. With a federal mandate requiring responses within 7 calendar days, the backlog is becoming a compliance risk. And because every bundle contains PHI, teams evaluating intelligent document processing AWS services like Textract face a second constraint: patient data routed through US clouds.

Pipeline Steps
  • Ingestion
  • Classification
  • Extraction
  • Review Gate
  • External Verification
  • Gated Delivery
Government

Completing the Visa Application

How a consular office automated administrative screening for visa applications.

Government

How a consular office automated administrative screening for visa applications.

Scenario

A consular office processes visa applications. Each application is a bundle: passport, application form, employer letter, bank statements, travel insurance, hotel bookings, flight itinerary, and sometimes invitation letters. Case officers spend most of their time on administrative checks (is the passport valid for 6+ months? Are bank statements recent?) before they even assess eligibility.

Pipeline Steps
  • Ingestion
  • Completeness Check
  • Extraction
  • Cross-Document Check
  • Conformance Check
  • Delivery
Reusable Concepts

Six Scenarios. Six Reusable Concepts.

Classify-First Routing

Classification as the entry point to all downstream processing: documents route by structure, driving extraction and delivery.

API-Based Cross-Document Verification

Documents arrive individually and are extracted on arrival. An external system signals when the group is complete; then cross-document checks produce scored, auditable decisions.

Semantic Clause Extraction

Semantic classifiers identify specific clause types by meaning and examples, then per-clause structure and extraction pipelines pull the values; each clause type is a self-contained triplet.

Multi-Schema Extraction

The same document yields different structured outputs depending on who needs the data. The document stays the same; only the lens changes.

Gated Processing

Extraction delivers to a review queue and an approval gate simultaneously; the pipeline pauses until an external decision arrives, then routes based on the outcome.

Completeness & Conformance Checking

A fixed document bundle is checked for completeness, cross-document consistency, and rule conformance using simple checkers: flag gaps and only escalate when all administrative checks pass.

Get Started

See a Pattern That Fits Your Workflow?

Every pattern is built from the same modular components: classifiers, extractors, validators, and connectors. Let's find the right combination for your documents.