From document to usable data, without blindly automating.
Clarivo helps read, classify and continue to the right process. Clear rules and human control capture incomplete, abnormal or sensitive cases.
Documents contain data. The process needs structure.
PDFs, forms, attachments and scans do not always come in in the same format. AI can identify relevant fields and determine the type of document. Fixed checks shall then assess whether mandatory information is available and where the outcome may go.
We are designing a processing route in which uncertainty remains visible. A low security, varying amount or missing field can automatically go to an employee instead of being stored directly in a next system.
Five steps, one verifiable flow.
- 01
Received
File or attachment enters via an agreed channel.
- 02
Recognize
The system determines document type and relevant content.
- 03
Validate
Rules check completeness, format and exceptions.
- 04
Review
Doubts go to an employee for control.
- 05
Continue
Approved data goes to the correct system or process.
Start with one identifiable document type.
- Structure requests and intake forms.
- Recognize or route quotes or orders.
- Summarize reports for further assessment.
- Link attachments to a file or CRM record.
- Signal missing data before processing.
The suitability depends on document quality, variation, error impact, privacy and the possibilities of the target system.
Where is information still being retyped manually?
We look at volume, variation, error impact and links to determine whether AI document processing fits.
Discuss your document stream
- 01
Understand
Map process, information and users.
- 02
Prioritise
Weigh opportunity, feasibility and risk against each other.
- 03
Execute
Build a defined application with control points.
- 04
Improve
Review use and develop it in a targeted way.