A manager in an insurance company processes many case files every day, containing a wide variety of documents (contracts, supporting documents, declarations).
This work requires rigor and attention, but manual data entry and verification take a great deal of time and can slow down overall case file processing.
DINA acts as an assistant to automate certain steps:
- Document import: SharePoint, import, web services
- Document analysis, regardless of format (PDF, images, scans)
- Reliable extraction of key data: name, date of birth, contract number, cover taken out…
- Consistency checks on the extracted information
- Legal verification of the documents provided
- Support for detecting fraud and falsified documents
- Rapid integration of data into management systems, enabling teams to focus on the more complex and human aspects of customer follow-up
Benefits:
- Faster case file processing through automation of repetitive tasks
- Reduced administrative workload, leaving more room for teams’ expertise
- Export via import or web services to business applications
DINA relies on multilingual OCR and NLP modules to automatically process policyholder documents, regardless of their format (PDF, scanned image, mixed mail). It reliably extracts personal and contractual data (identity, contract number, coverages), validates it using business rules (consistency, completeness, expected format), and applies legal and anti-fraud checks (detection of falsifications, documentary inconsistencies). Structured data is injected via API or connectors into business systems (CRM, contract management tools), ensuring traceability, reliability, and compliance of insurance processes.