Document intake and processing
Turn incoming forms, PDFs, and attachments into checked records, with uncertain fields and missing documents sent to the right reviewer.
1.
Identify the document
Recognize the document type, link it to the correct case, and check whether it has already arrived.
4.
Process or review
Create the approved record or send a focused exception to a reviewer with the evidence attached.
2.
Extract the facts
Capture the required fields and retain the source location for each value.
3.
Validate the record
Compare extracted values with reference data, required documents, and business rules.
Evidence in, action out.
The operating problem
Critical work still begins with attachments, scans, and forms that people must read, rekey, and reconcile.
How the workflow runs
Classify documents, extract required fields, validate against reference data, and route uncertain or incomplete records for review.
Evidence and inputs
Email attachments, PDFs, scans, forms, document repositories, reference data, and validation rules.
Actions and handoffs
Classify, extract, compare, create records, request missing information, and route exceptions.
Operating outcome
Shorter processing time with a clear boundary between straight-through work and human judgment.
Controls for production
Field-level confidence, validation rules, duplicate detection, retention policy, and mandatory review for defined exception classes.
Make incoming documents ready for the next step
Saber connects document evidence to validation rules and the workflow that depends on the resulting record.
Forge
Orchestrates document intake, validation, records, and review.
Heimdall
Monitors submissions, missing documents, and processing deadlines.
Mimir
Extracts document facts and adds approved supporting evidence.
One intelligence layer from plan to delivery
16x
Faster time-to-insight
5
Fewer tools needed
80%
Avg. cost reduction
8 hrs
Saved per team per week
Connect intake to your systems of record
Link shared inboxes and document repositories with case management and operational systems, retaining the source evidence for every processed record.
Turn AI potential into real business outcomes
Resources
Certified
Compliant
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