Unlock the Full Potential of Your Documents: Introducing Case Management

What is Case Management, and Why Does It Matter?

Imagine a “case” as a complete packet of related documents – like a mortgage application with pay stubs, W-2s, bank statements, and ID documents, or an insurance claim with various forms and reports. Case Management in AI Hub allows you to treat this entire collection as a single, cohesive unit.

This holistic approach provides the full context needed for:

• Sophisticated Data Extraction and Validation: No more siloed data, understanding relationships and dependencies across documents.
• Advanced Data Logic: Prioritize information, resolve conflicts (e.g., picking the best value for a customer’s address if it appears differently across documents), and apply consistency validations that span your entire case.
• Streamlined Human Review: Reviewers can see all documents within a packet concurrently, drastically improving efficiency and ensuring they have all essential information at their fingertips.

A Game-Changer for Complex Workflows

Without case management, organizations that want to apply complex validations are forced to write sophisticated code and conduct workarounds. This often comes with prohibitively high implementation and maintenance costs. With Instabase AI Hub, we’ve made it easy, intuitive, and powerful.

Some sample workflows include:

• Financial Services: Especially for mortgage applications, where lenders need to validate and reconcile data across numerous document types to approve loans.
• Insurance: Streamlining submission ingestion, where brokers submit packets of forms that underwriters spend significant time collating and triaging.
• Regulatory Compliance: Ensuring all documents within a case meet regulatory requirements by accelerating review and validation.
• Human Resources: Simplifying the new employee onboarding process with multiple documents processes together.

Build Faster, Review Smarter: Outcomes for Every User

Case Management in AI Hub is designed with both builders and reviewers in mind.

For Builders: Our intuitive case management solution empowers you to rapidly implement and customize advanced data logic. Through a simple, prompt-driven interface, extensible with custom Python functions, you can quickly develop sophisticated solutions tailored to any business need. This translates to lower costs for building and maintaining solutions and faster solution delivery.

For Review Process: You’ll achieve significant efficiency and accuracy by giving reviewers the ability to view all documents within a packet simultaneously. This makes it easier to identify inconsistencies and resolve them. With Case Management, you always have comprehensive information to make well-informed and confident decisions, reducing the risk of oversight and accelerating review times.

Case Management helps you:

• Improve Accuracy: Grouping multiple documents into a single unit allows for complex validations across all related information, ensuring consistency and precision.
• Build and Review Faster: Rapidly implement data logic and empower reviewers with comprehensive context, speeding up the entire process.
• Accelerate Time to Value: Deploy sophisticated validation rules with speed and accuracy, automating complex document processing sooner.

Ready to Transform Your Document Workflows?

Don’t let fragmented documents slow down your business. Discover how AI Hub’s Case Management can empower your teams to build faster, review smarter, and make better decisions.

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