Operations & compliance
Every document read, checked and filed.
Operations teams still re-type documents into systems. This pipeline takes in documents from email, portals and scans, classifies them, extracts the fields, validates them against your records and rules, and writes them into the right system with the original attached. Low-confidence fields and policy breaks go to a reviewer with the evidence highlighted.
- 95%+
- Field accuracy
- 70–90%
- Straight-through
- −80%
- Handling time
How it runs
Step through the pipeline.
Click a step or let it play. The case record on the right fills in as the agents work.
Step 01 of 08
Receive from anywhere
Documents arrive by email, upload portal, scanner or API. Multi-document packs are split automatically.
- Intake
- Onboarding pack · 6 files · 23 pages
- Documents
- —
- Fields
- —
- Checks
- —
- Review
- —
- Record
- —
- Follow-up
- —
- Audit
- —
01 · Receive from anywhere
Documents arrive by email, upload portal, scanner or API. Multi-document packs are split automatically.
Tools: Email, Portal, SharePoint / Drive. Output: Intake.
02 · Classify each document
Each file is identified: contract, ID, bank statement, certificate, claim form, invoice. Unknown types are flagged rather than forced.
Tools: Velum agent. Output: Documents.
03 · Extract the fields
Names, dates, amounts, clauses and tables are pulled out with a confidence score per field, including handwriting and scans.
Tools: Document AI, Velum agent. Output: Fields.
04 · Validate against rules
Fields are checked against your records and policies: expiry dates, totals, matching names, required clauses, sanctions lists.
Tools: CRM / ERP, Policy rules. Output: Checks.
05 · Review only the exceptions
A reviewer sees just the low-confidence fields and failed checks, with the source highlighted on the page, and approves or corrects in one screen.
Tools: Review queue. Output: Review. A person approves before this step completes.
06 · Write into your systems
The validated record is created or updated in the right system, with the original documents attached and linked.
Tools: CRM / ERP / case system. Output: Record.
07 · Chase what is missing
Missing or expired documents trigger a polite, specific request to the sender, and the case waits until they arrive.
Tools: Email, Portal. Output: Follow-up.
08 · Keep the audit trail
Every extraction, check, correction and approval is logged with who or what made it, ready for audit or regulators.
Tools: Velum Runtime. Output: Audit.
Impact
What changes when it runs.
Illustrative targets from comparable engagements. Your baseline is measured in the audit and the targets are agreed before we build.
Hours saved and ROI
What it is worth to your team.
Start from our defaults for this pipeline, then move the sliders to your numbers. The maths is simple and shown.
Based on 40 to 60 document packs a week at 25 to 40 minutes of manual keying and checking, reduced to a few minutes of exception review each.
Five analysts each spending 22 hours a week keying and checking documents at a $40 loaded hourly cost: about 82 hours a week back, roughly $170,000 a year, with every field traceable for audit.
Gross capacity, not cash savings. Excludes implementation, software and supervision costs, which are quoted before we start.
Your numbers
An assumption to explore, not a promised result.
What that is worth
83 h
reclaimed every week
$171,600
value per year
357 h
every month
2.1 FTE
of capacity returned
Hours on repetitive work, per week
Gross capacity estimate, not cash savings. Excludes implementation, software, and supervision costs. We validate assumptions in the audit.