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Finance2026Awaiting data

AI-Assisted Claims Processing

An AI agent that reads claims and prepares them for human review — with explicit limits on what it decides.

Client
Financial services provider
Sector
Finance
Year
2026

Challenge

Claims arrived as unstructured documents, and reviewers spent most of their time extracting data rather than assessing it. Any automation had to be fully auditable by regulation.

Solution

We built a pipeline that extracts fields from the document, reconciles them against existing records, and presents the reviewer with a summary showing the source of every field. The model never approves or rejects — it only prepares. Every inference links back to the passage it came from.

Impact

Reviewer time moved from extraction to judgement, and the final decision stayed human and fully documented.

Results

Illustrative
Review time
Illustrative
Extraction accuracy
Complete
Auditability

How we delivered it

  1. 01

    Assess

    One measurable use case selected instead of automating everything at once.

  2. 02

    Pipeline

    Structured extraction with every field linked to its source in the document.

  3. 03

    Guardrails

    Explicit definition of what the model decides and what stays human.

  4. 04

    Evaluation

    Weekly extraction-accuracy measurement and drift monitoring.

Technology

  • Python
  • Claude API
  • PostgreSQL
  • Vector database
  • Airflow
  • Azure

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