The client — a UK-based financial services firm — was processing thousands of documents every month. Invoices (PDF and scanned), compliance forms (Word and PDF), contracts (multi-page), and client correspondence (email and print) were being read, categorised, and entered into internal systems by hand.
The process was slow. A single document could take 15–20 minutes to process manually. During peak periods, the backlog grew faster than the team could clear it. Errors crept in — misclassified invoices, transposed figures, missed compliance flags.
But the biggest problem wasn't speed or accuracy. It was visibility. When a document was misclassified or a figure was entered incorrectly, there was no way to trace when the mistake happened, who made it, or why. Audit requests from regulators meant days of manual reconstruction.
We didn't start with the model. We started with the governance — who reviews what, when, and how every decision gets logged. The AI came second.
Mapped every document type, every manual step, every decision point. Identified which documents needed human review and which could be fully automated. Assessed data readiness and defined accuracy thresholds.
Designed the full pipeline architecture — OCR layer, field extraction, business rules engine, human review routing, and immutable audit logging. Governance was the first layer designed, not the last.
Built against real documents — not test data. Trained OCR on the client's actual document formats. Tested the business rules against 6 months of historical data. Validated accuracy before any document touched a real workflow.
Full documentation, architecture diagrams, and team training. The client's operations team now runs the system independently. No ongoing dependency on KORIX. If we disappeared tomorrow, the pipeline keeps running.
This system was built with governance as the foundation — not an afterthought added before launch. Every design decision was made with auditability, accountability, and human oversight in mind.
When we hand over a system, we hand over everything. The client's team runs this pipeline independently — no calls to KORIX, no monthly retainer, no vendor lock-in.
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Book a call →AI document processing uses machine learning and OCR to automatically scan, classify, extract data from, and validate documents — replacing manual data entry while maintaining accuracy and compliance. When combined with human-in-the-loop review and audit trails, it's suitable for regulated industries like financial services.
It depends on the document types and training data. KORIX's pipeline achieved 98.3% accuracy on 2,847 documents per month — up from approximately 82% with manual processing. The human-in-the-loop layer catches edge cases, meaning the effective accuracy for high-value decisions approaches 100%.
Yes — when designed with governance from day one. KORIX builds document AI systems with human review workflows, immutable audit trails, and compliance checkpoints. Every decision is traceable and auditable. This project was built specifically for a UK-regulated financial services environment.
Through the KORIX 21-Day AI Pilot, a governed document AI system can be running in production within 3 weeks — including OCR setup, business rules, human review workflow, and audit trail. Full enterprise deployments typically run 8–12 weeks depending on document variety and compliance requirements. Learn about the 21-Day Pilot →
Invoices, contracts, compliance forms, correspondence, receipts, reports, and any structured or semi-structured document. The system is trained on your specific document formats — not generic templates. The more document types you process, the more valuable the AI becomes.
The system is designed for this. Documents with low confidence scores are automatically routed to human reviewers. High-value documents always require human sign-off regardless of confidence. The human correction is logged and fed back to improve future accuracy. No wrong decision goes unreviewed.
No — data readiness assessment is part of our process, not a prerequisite. We evaluate your existing documents, formats, and workflows in the first week. Many clients come to us precisely because they are unsure about their readiness. Start with the 21-Day Pilot →