Speed up case file reviews with AI.
Classify documents, extract information and validate data against your business rules. Amarello connects this workflow to your systems and brings together supporting evidence so your team can review exceptions and make decisions.
Use cases: claims files, onboarding applications and invoice matching against purchase orders.
Scattered information slows down reviews.
- 01
Scattered information
To review a case file, your team needs to gather data from multiple documents and systems before applying the process rules.
- 02
Manual data entry and cross-checks
Copying and comparing data across documents and systems takes time on every case file and adds repetitive work.
- 03
Missing information and inconsistencies
Missing or expired documents and conflicting data require follow-up before your team can make a decision.
Turn documents into information ready for review.
We configure the workflow around your document types, validation rules and permissions. We integrate the results into your systems and retain the supporting evidence so your team can review each case.
- 1
Document classification
Identifies each document using the types defined for your process, such as identification, proof of address, policies or assessments.
- 2
Data extraction
Extracts the data your process needs and retains a reference to the source document and page.
- 3
Validation checks
Checks data across documents, reference lists, validity dates and your systems, according to your business rules.
- 4
Supporting evidence
Brings together validated information, inconsistencies and missing items to make each case file easier to review.
- 5
Your team reviews and decides
The analyst reviews exceptions with access to the source documents. Their decision and the supporting evidence are recorded.
Integration, control and ongoing support.
- Integration with your systems
- We connect the workflow to your systems and document management platform so the results and supporting evidence become part of your operations.
- Quality and traceability
- We configure and version your validation rules. We measure results using your case files and record which data was extracted, which checks were run and who made the final decision.
- Cost
- Phases with defined deliverables; no per-page fees.
- Operations and support
- A dedicated team and 24/7 coverage for critical incidents, with agreed response times.
- Continuity and handover
- Exportable data, configurations and documentation, with handover terms defined in the contract.
Experience in live operations.
documents stored in a production repository at an insurer in Mexico
Amarello implementations across industries since 2008
coverage for critical incident response
Insurance · Case file processing
An insurer within a financial group with a national presence
Classification, extraction and validation of claims files against business rules, integrated into day-to-day operations. The analyst reviews exceptions and makes the final decision. Extracted data, validation results and the decision are recorded.
Insurance · Document repository
One of the largest insurers in Mexico
A production repository containing hundreds of millions of documents, organized using the business's own taxonomy, with an immutable access log and open APIs. The same document collection supports AI-assisted legal and fiduciary analysis. The solution also operated at a mid-sized bank.
Companies Amarello has worked with
Banking · Insurance · Financial services
We move phase by phase, with verified results.
We start with one case file type and agree on success criteria. Each phase has defined deliverables and acceptance criteria. The timeline is agreed based on the scope and required integrations.
- 1
Scope definition
- What we do
- Together, we select one case file type, document the current process and define metrics and acceptance criteria.
- Your team's role
- Provide a representative sample of case files, involve the process owners and arrange the access needed for the assessment.
- Criteria to proceed
- Scope, metrics and acceptance criteria agreed.
- 2
Testing with your case files
- What we do
- We configure document types and validation rules, then measure result quality and processing time using your case files.
- Your team's role
- Provide validation rules and exception criteria, and review the test results.
- Criteria to proceed
- Results assessed against the agreed criteria and required adjustments identified.
- 3
Pilot with your team
- What we do
- We test the workflow with the analysts and systems involved. We refine validation checks and exception handling with the team that will use the solution.
- Your team's role
- Involve analysts and technical leads to validate the workflow and provide feedback.
- Criteria to proceed
- Workflow and exception handling validated by the team.
- 4
Production and operations
- What we do
- We deploy in the agreed environment, document operations and activate support under the defined service levels.
- Your team's role
- Assign a process owner and coordinate deployment windows with IT.
- Criteria to proceed
- Operations verified against the agreed criteria, documentation delivered and support active.
Architecture, integrations, security and deployment.
Integration
APIs and connectors to your core systems, document management platforms and work queues. Together, we define where documents are retrieved and where results and supporting evidence are recorded.
Models
We combine language and vision models with deterministic rules. During the technical assessment, we specify which models process the information and how they are used in the proposed deployment.
Deployment
Google Cloud Platform (GCP) is our primary runtime environment. Availability on Amazon Web Services (AWS) or private infrastructure is confirmed during the technical assessment, based on the environments validated for the solution.
Security
Role-based access control, an immutable operations log, and encryption in transit and at rest. During the technical assessment, we review security and data location requirements to identify compatible deployment options.
Traceability
Every extracted data point retains a reference to its source document and page. Validation checks are recorded, along with who made each final decision and when.
Data export and handover
The contract defines the terms for exporting data and configurations, the documentation to be delivered, rights to components and handover to the client's team.
Questions before getting started.
Does it integrate with our existing document management system?
Integration with existing document management platforms and systems is part of the solution. During the technical assessment, we review the available interfaces and define how documents will be retrieved and how results will be recorded.
What does it add if we already have an extraction tool?
We assess what your current tool handles and what the full process requires: classification, extraction, validation, integration and exception review. We compare test results against your current operation to identify where Amarello can add value.
What happens if a case file is incomplete or contains inconsistencies?
Configured rules help identify missing information and inconsistencies and gather the supporting evidence for review. The analyst consults the source documents and decides how to proceed according to the process criteria.
How do you measure the quality of the results?
We agree on acceptance criteria using a representative sample of your case files. We evaluate extracted data, validation results and exceptions, along with processing time, before expanding the scope.
We have tried AI document processing before without success. What would be different?
We review what limited the previous attempt and test with case files representative of your operation. Before scaling, we agree on quality criteria, measure the results and validate how exceptions are handled.
How is the information in our case files protected?
The solution includes role-based access control, encryption and operation logging. During the technical assessment, we specify which models process the information, where they run and which deployment options are compatible with your requirements.
How do you support continuity without dependence on Amarello?
The contract defines data and configuration exports, documentation, rights to components, dependencies and license continuity. Handover includes support to help your team make changes to the solution.
Who handles an incident outside business hours?
Our response team provides 24/7 coverage for critical incidents. Initial response, mitigation and restoration times, along with escalation levels, are defined in writing according to incident priority.
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Let's find ways to streamline your document workflow.
Together, we review the documents, validation rules and systems involved to define an initial scope and how to measure the results.