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Use Cases

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Assembling the best, to re-imagine Intelligent Automation

401(k) Compliance Extractor

Audit Trail Intelligence Suite

Invoice Intelligence Hub

Regulatory Filings Extractor

Lease Data Extractor

Loan Document Intelligence Agent

M&A Deal Intelligence Agent

Mortgage Intelligence Hub

Financial Spreading Suite

Finance & Accounts

Compliance Intelligence Engine

Contract Command Center

Contract Risk & Obligation Tracking

Due Diligence & M&A Document Analysis

eDiscovery Evidence Engine

Legal Research Automation

Litigation Document Management

Patent Intelligence Workbench

Policy & Clause Compliance Validation

Legal & Compliance

Batch Manufacturing Records Automation

Claims Resolution Platform

FHIR Data Harmonizer

Literature Monitoring & Signal Detection

Clinical Summary Generator

Process Investigation Workbench

Clinical Protocol Validator

RCM Performance Suite

SOP Unifier

Life Sciences

Asset Intelligence Platform

Document Command Center

Knowledge Orchestrator

Document Intake Hub

Procurement Intelligence Hub

Vendor Intelligence Hub

Customer Insights Engine

Web Intelligence Harvester

Operations & Digital Transformation

Company Comparable Analysis Automation

Competitive Insights Hub

Corporate Actions Monitor

Emerging Trends Intelligence Hub

ESG Intelligence Workbench

Investment Research Workbench

Market Intelligence Dashboard

Research Workflow Engine

Research & Analysis

Compliance Case Intelligence Hub

Document Intelligence Repository

Governance Intelligence Agent

KYC Compliance Accelerator

Obligation Intelligence Agent

Tender Risk Radar

TPRM Intelligence Agent

Underwriting Decision Engine

Vendor Risk Analysis Suite

Risk & Governance

Adaptive Client Journey Platform

Conversation Intelligence Suite

Contact Center Automation

Customer Contract-to-Support Linkage

Field Service Intelligence Hub

SLA Compliance Intelligence Agent

Smart RFP Responder

Social Media & Community Monitoring

Win-Loss Insights Agent

Sales & Support

Manually identifying, downloading, and processing multiple data sources and formats.

Limited expertise in asset data management, increasing volume of assets to be processed daily.

Manual data entry and categorization of asset-related information.

Rapidly evolving industry standards and integration with asset management databases.

Challenge

Automated end-to-end asset data extraction - managing multiple data sources, formats, and evolving industry standards

Asset Data Extraction

A leading global asset management firm headquartered in USA with diversified portfolios.

Customer was able to report high-value or critical assets within the stipulated time

On-time asset reporting.

Asset managers performed validation, delivered accurate data with Botminds AI's output in a multi-layer process.

Accuracy

Optimized turnaround time in managing multiple asset data templates and ever-changing industry standards

Improved TAT

A threefold increase in assets processed in comparison to using legacy systems

Faster Processing

Results

An asset data extraction pipeline that automates data gathering and processing for varied asset types.

Botminds AI crawlers automatically load asset data for auto-classifying and auto-extracting relevant information.

A one-stop automation solution to onboard any data type in minimal hours for end-to-end asset data management.

Botminds Solution

Equity researchers of a leading credit rating organization must read and comprehend 100's of pages of newly published filings within minutes to create a commentary.

Different set of KPIs to track for different.

Quick cross reference to earlier filings or by other competitors is required to write an insightful commentary.

Some level of auto commentary generation with quick validation and verification by SMEs is expected.

A simplified way to create analyst commentary for quarterly/annual SEC filings

Assisted Earnings Release Commentary

Reduced time to create notes, down to 6 minutes, from 20 minutes.

Reduced processing time.

Reduced 3-member team to that of only a core equity researcher.

Cost Savings

Automate and extract High quality accurate data delivered within hours

Accurate Data

Number of organizations covered by equity research team increase.

More Capacity

Learned from SMEs the key metrics to be extracted and the narrative templates.

Automate extraction of key metrics and smartly choose the right template based on the business scenario inferred from the extracted values.

Narrative auto-filled with extracted values sent to analysts for verification and approval for publishing.

 Manual process inefficiencies lead to delays and higher operational costs.  

 Lack of standardization across different departments is causing inconsistent verification processes.

 Difficulty in scaling the verification process to handle larger volumes without compromising on speed or accuracy.

Challenges in maintaining a high level of data accuracy and reliability are critical for making informed hiring decisions.

 Automated background verification process: streamlining candidate screening with AI-driven data extraction, case management, and compliance, ensuring efficient, accurate, and scalable verifications.

AI-Powered Background Verification Automation

 A California-based business services firm focusing on customer engagement, digital transformation, and technology-enabled solutions fosters digital innovation to empower businesses in the rapidly evolving digital landscape. 

 Achieved through streamlined, AI-enhanced verification processes.   

Cost saving.

 Elevated candidate experience with seamless, automated background checks.

Better Candidate experience

 For verification process, from screening to decision-making.

Faster Processing Time

 Enhanced onboarding efficiency and ensuring a smoother transition for new hires.

Onboarding Efficiency

 Automated creation and management of individual cases for background verification to enhance process efficiency.  

 Advanced document understanding and data extraction techniques to validate candidate details against provided documents.

Integration of intelligent decision-making capabilities to ensure compliance with predefined guidelines and accuracy in verification.

 Navigating the intricate landscape of financial regulations, ensuring contracts are compliant, up-to-date, and manage a high volume of sensitive information securely 

 Streamlining the contract creation process to reduce manual efforts and minimize risks associated with human error

 Adapting to the unique requirements of different vendor relationships and scaling the contract management system to accommodate organizational growth

 Ensuring contracts are regularly updated and facilitating seamless collaboration across legal, business, and external stakeholders

Challenges

 Elevating efficiency and compliance through AI-powered document drafting, real-time negotiation tracking, and seamless integration, ensuring agile, accurate, and scalable contract ecosystems.

Automated Contract Creation and management

 A leading global corporation specializing in financial services, leverages cutting-edge technology to streamline operations and enhance regulatory compliance.

 Significant reduction on the time spent on contract creation and accelerating the initiation process. 

Faster Contract Generation

 Improved accuracy in document generation and clause identification leading to decreased compliance breaches and legal disputes.

Improved Compliance

 faster turnaround times and transparent communication to enhance trust and satisfaction

Strengthened Vendor Relationships

 Utilizing AI to automate contract creation from scratch, reducing manual effort, and improving efficiency

 Unified dashboards with detailed insights into each contract clause, ensuring compliance, and facilitating multi-team review

Streamlining communication between departments and external vendors, supported by AI-driven recommendations for informed decision-making

 Dynamic Document Comparison and self-managing workflows function for easy tracking of changes and ensuring transparency 

large volumes of forms in multiple formats with different handwritten texts, across their back-office processes. Going through each form, identifying different styles of handwriting manually, reading checkboxes and recording the data was tedious and error prone

~10,000 handwritten forms were being processed manually each month. The entire process was labour-intensive and involved eyeballing of forms, forcing employees to intervene rather than spend their time better by focusing on other crucial tasks.

Processing a large quantity of handwritten 401(k) forms manually with human intervention at multiple points results in longer processing times, higher error rates and delayed payments – leading to unhappy customers.

The handwritten forms were processed and maintained, which was proving to be expensive and increasing complexities in extracting data accurately from formats such as checkboxes.   

Convert Handwritten Documents into Usable Data

Automated Handwritten Document Data Extraction

A well-known leading retirement service provider company in the US that handles 401(k) forms - a retirement savings plan. The company provides innovative solutions and offerings that enable customers with tools, resources and information for their holistic financial well-being. 

 Up to 100% accuracy that improves over time compared to the manual process of going through the forms to decipher information.

 Automatically extract, normalise and validate data from multiple, complex 401K records in minutes

 Process Efficiency

Improvement in turnaround time, enabling the client team to deliver better customer service

Reduced Time

Increase in the volume of forms processed by 3X, as Pre-trained models are extensible to all the form types the client processes with minimal additional training or onboarding. 

 Increase in volume

A private cloud deployment of the Botminds AI platform was done to keep documents secure in the client’s environment.

The scope of the initial automation was identified - two forms that contributed to over 55% of volumes and the data from 40-45 fields were extracted for downstream processing

50-70 samples were selected for training the model and this was sufficient to generate predictions with over 80% accuracy.

Crew members struggled to manage a large volume of confidential documents in unstructured PDF formats, which detracted from their primary operational duties and made navigation challenging

Pilots and crew members faced significant challenges in ensuring their documentation adhered strictly to aviation regulations and compliance 

The lack of a system offering easily searchable data and real-time insights hindered timely certification renewals and assessments

 Difficulties in maintaining strict compliance with aviation regulations due to inconsistencies or oversights in document management.

Flying High with AI - Streamlining Pilot Assessment and Document Management with Botminds AI

Aviation Document Management

A leading national airline with a substantial fleet and numerous pilots faced challenges in managing pilot certification, training records, and compliance with aviation regulations.

 Across regions, branches, and employee seniority levels.

Faster Document Searchability

 Secure collaboration for teams, ensuring data security and agility.

HITL Accuracy

 Reduced manual data extraction errors by 80%, ensuring higher data accuracy.

 Improved regulatory compliance, resulting in a 60% decrease in non-compliance issues.

Automated Document Segregation to Identify, classify, and segregating documents into distinct groups based on their type, replacing manual processes with accuracy and efficiency

Fine-tuned LLMs to extract key information from each document for easy searching and analysis

 Enabling natural language search across all content for more user-friendly and efficient system search functionality 

Complex table with nested cell structure added to complexity of daily claim processing that required deep analysis.

Manual work resulting in delayed responses and approvals, high risk and errors.

High possibility of missing claims if impact analysis is incomplete​.

Large number of legacy products with complex coverage details that include several specific exceptions creating barriers​.

Automate processing of thousands of complex claim forms with Botminds AI and see a significant improvement in your back-office claims’ journey.

Claim Process Automation

Large insurance back-office operations needed digital transformation from a tedious manual evaluation task​.

Intelligent process automation with the below building blocks of Botminds platform

Document-centric processes needs cognitive capabilities to read and understand contextually. Critical requirement of accumulated knowledge through years of experience made these processes as heavy manual and subject matter experts driven.

Intelligent Document Processing

Botminds IDP

Documents and its unstructured content is the biggest challenge for process automation. Processes that involves documents are subject matter experts heavy because it needs intelligence to read and understand. Hence, you need an AI first approach, with easy way to capture knowledge from SMEs.

Intelligent Process Automation

Botminds IPA

Intake the documents at scale from the external world seamlessly.

Connectors

Generate examples for AI by annotating directly on PDFs, Web pages by few clicks

AI Supervision

Ingest Documents

How it works

Agentic Workflow

Data Capture Agents

AI Search

Conversational AI

AI Assistants

AI Analytics

Agentic Atlas

Finance & Accounts

Legal

Life Sciences

Operations & Digital Transformation

Research & Analysis

Governance Risk and Compilance

Sales & Support

Featured Solutions

Invoice Intelligence Hub

Regulatory Filings Extractor

Lease Data Extractor

Financial Spreading Suite

Audit Trial Intelligence Suite

M&A Deal Document Analysis

401K Document Processing

Mortgage Process Automation

Loan Document Automation

Pre-Built Solutions

Knowledge Base

Learn & Engage

Pre-Built Solutions

VoC

Contract Intelligence

Explore VoC

VoC for Airlines

VoC for Utilities

About us

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Use Cases

INDUSTRY

Asset Data Extraction

Assisted Earnings Release Commentary

AI-Powered Background Verification Automation

Automated Contract Creation and management

Automated Handwritten Document Data Extraction

Aviation Document Management

Claim Process Automation

Climate Change Reporting

Company Profile Creation

Competitive Intelligence Automation for Airlines

An Essential Guide To Competitive Monitoring

Automated Contract Intelligence

Ready to Adapt, Grow, Optimize or Disrupt With Us?

Ready to Adapt, Grow, Optimize
or Disrupt With Us?