Financial services
Loan processing automation
Automate the end-to-end loan application process with AI agents that handle document processing, verification, and risk assessment.Document extraction
Document extraction
What it does:
- Extract data from loan applications and supporting documents
- Validate extracted information against application data
- Flag inconsistencies for human review
Fraud and compliance checks
Fraud and compliance checks
What it does:
- Check applicant information against AML databases
- Verify identity documents for authenticity
- Generate compliance reports automatically
Credit scoring
Credit scoring
What it does:
- Analyze financial documents for risk indicators
- Generate automated credit scoring recommendations
- Provide explainable reasoning for decisions
- 70% reduction in processing time
- 90%+ accuracy in data extraction
- Full audit trail for compliance
Mortgage document validation
Process mortgage applications by validating multiple document types and checking for consistency across the application package.Document package processing
Document package processing
Documents handled:
- Sale contracts
- Energy certificates
- Income statements
- Property valuations
- Insurance documents
Cross-document validation
Cross-document validation
What it does:
- Cross-check data consistency across multiple documents
- Verify property details match across all documents
- Validate income against stated amounts
Completeness checking
Completeness checking
What it does:
- Flag missing signatures or incomplete information
- Identify missing required documents
- Generate checklist of outstanding items
- 80% of applications processed without human intervention
- 95% reduction in missing document issues
- Same-day processing for complete applications
Customer intelligence
Transaction analysis
Analyze customer transaction patterns to identify upselling opportunities and provide personalized recommendations.Behavior analysis
Behavior analysis
What it does:
- Analyze transaction history and patterns
- Identify spending categories and trends
- Detect life events from transaction data
Product recommendations
Product recommendations
What it does:
- Generate personalized product suggestions
- Score recommendations by relevance and timing
- Explain reasoning for each recommendation
Risk-based suggestions
Risk-based suggestions
What it does:
- Assess customer risk profile
- Match products to risk tolerance
- Ensure regulatory compliance for recommendations
- 40% increase in product adoption
- 25% improvement in customer satisfaction
- Fully auditable recommendation engine
Insurance
Claims processing
Accelerate claims handling with AI agents that assess damage, validate claims, and generate settlement recommendations.| Stage | AI capability | Benefit |
|---|---|---|
| Intake | Document extraction, classification | Automatic routing |
| Assessment | Image analysis, damage estimation | Faster decisions |
| Validation | Cross-reference checking, fraud detection | Reduced fraud |
| Settlement | Calculation, document generation | Consistent outcomes |
Building your own use case
Identify the process
Map the current manual process, including all decision points and document types involved.
Define inputs and outputs
List all document types, data sources, and expected outputs for each stage.
Select node types
Choose appropriate nodes for each processing step based on the node types guide.
Build incrementally
Start with core extraction, add validation, then enhance with analysis and generation.