AI Applications
AI that answers from your own documents and links each answer to its source.
Bank and insurance documents turned into structured, sourced records
Banks, insurers and investment firms spend time copying terms from agreements and files into core systems. We extract those terms into fields, each linked to the clause it came from.
The documents your analysts re-read
Financial institutions work from documents with a defined structure, while core banking, policy administration and CRM systems hold the records. Keeping the two consistent takes skilled time.
- Facility agreements, term sheets and covenants
- Insurance policies, endorsements and claims files
- Onboarding and KYC documents
- Regulatory circulars and internal policies
- Annual reports, filings and market research
Key terms pulled out of agreements first
A credit team receives a new facility agreement. The software extracts margin, maturity, covenants and other key terms into fields, with the clause shown next to each value. A credit officer reviews them on one screen and signs off before the record is written.
Audit trail and regulatory inputs
A regulated institution has to explain every output. Your regulator’s rules and outsourcing policy shape the design from the start.
- A log of questions, answers and sources for internal audit
- Every dashboard figure traceable to its source data
How a project starts
Discovery
We agree on the document types, fields and controls with your risk and compliance teams.
Pilot on your data
The software and a reviewer work through the same files, and every value is compared.
Production
Approved records are written to core systems, with logging and monitoring in place.
Typical tasks
- Key-term capture from facility agreements and term sheets
- Policy and circular assistant for compliance and operations staff
- Completeness checks on onboarding and claims files
- Reconciliation of figures between documents and core systems
- Research assistant over market reports and data, with sources
- Dashboards with lineage back to source systems
Related solutions
Data Platforms
One clean data model, so dashboards, search and AI show the same figures.
Systems Integration
Connect AI and new software to the systems you already run.
Modernization
Modernize legacy systems step by step, each new part checked against the old one.
Related industries
Frequently asked questions
Does the AI write directly into our core systems?
Not without a person’s approval. Extracted values and suggested actions go to a review screen first, and only approved records are written to the system of record.
How do you handle regulatory requirements on outsourcing and data?
As design inputs from the first meeting. Hosting, data flows, access and logging are agreed with your risk, compliance and security teams. Data location is set on request and by agreement with the client.
How is accuracy measured?
Field by field, on an agreed sample of your real documents, against the values a reviewer enters. Scanned files are converted to text first, so they are measured the same way.
Pick one document type and the fields you need
Describe the documents and where the values go today. We will show how each field would link back to its clause.