Claims Intakeidp.aldiserglis.com · demo
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Every claim document, whatever door it comes through

Insurance claim documents arrive as e-mail attachments, scans dropped in a network folder, nightly SFTP batches from partner garages, structured portal forms and paper post. Intake collects them all, classifies each file, matches it to a policy and a claim file, and hands the operator a workspace where the form is filled from the documents themselves — with every value traceable back to the page it came from.

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Intake flow

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Live demo data
Sources Intake service Claim file Operator & decision E-mail inbox [email protected] — Watched folder \\fileserv\claims\incoming — SFTP partner drop partners.demo-insurance.lv — Customer portal my.demo-insurance.lv — Post / scanning Central scanning unit — Partner API / EDI POST /v2/claims/intake — 1 · Capture Fetch, de-duplicate, split attachments 2 · Classify Document type, OCR text layer, language 3 · Match Policy, claim number, person, vehicle 4 · Extract Field candidates with page coordinates Claim file Applications, protocols, agreed statements, estimates, invoices, photos — Field candidates Every value keeps its source document, place and confidence Queue & routing By product, priority and operator load Operator workspace Documents on the left, form on the right. “Fill from documents” pre-fills every field; clicking a field shows where the value came from. Check & complete Competing values resolved from a drop-down, missing fields typed in manually Move to decision Status change, hand-over to the decision maker
1Nothing is retypedFields are read from the documents that are already in the claim file — applications, protocols, agreed statements, estimates.
2Every value is traceableClick a field in the form and the exact line in the exact document lights up on the left.
3Disagreements are visibleWhen the estimate and the invoice say different amounts, both are offered in a drop-down instead of one silently winning.
4Hand-over is one clickOnce the mandatory fields are complete the claim moves to decision with a full audit trail.