Insurance and securities
Repeated dossier additions need versions/timelines; disputes need holds; regulatory access needs redaction/evidence.
Records and users
Policies, claims, transaction evidence and advisory records. Operations/legal/compliance procure; underwriters, claims handlers and auditors use the service.
Illustrative journey
Paper: intake/preparation → scan/review → QC; digital: ingest/validation → registration. Then govern and access under permissions, retain schedules/holds and deliver with evidence. This is an illustrative scenario, not a customer case study.
Integration and boundaries
Policy/claims systems, CRM, DMS and workflow under verified scope.
Pilot and acceptance criteria
Pilot a claims file: link supplements, reconcile source images/metadata and verify redacted packages.
Continue the workflow
Two journeys, one records lifecycle
Connect paper and born-digital records through persistent identifiers, policies and evidence.
Read detailsIntegration quickstart
Exercise ingest → job tracking → registration → verification with synthetic data.
Read detailsIntegrity, provenance and evidence
Each evidence type answers a different question; hashes, timestamps and approvals are not interchangeable.
Read detailsStart with a verifiable scope.
Agree record classes, quality criteria, permissions and evidence before scaling.
Plan assessment