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Financial Service

Claims Review & Payment Automation

Automatically extract data from documents in any format—fax, low-resolution scans—and load it into ERP/CRM systems to dramatically reduce claim review wait times.

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See how Upstage solves your most critical business challenges.

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Automated Classification and Structuring of Unstructured Documents

Thousands of daily faxes and low-resolution scans are the biggest bottleneck in insurance claim review. Upstage Studio's Classify node automatically recognizes and categorizes each document type—claims, diagnoses, and more—while the Extract node pulls only the required data accurately from complex tables. Operations staff can focus entirely on high-value review work instead of document sorting and manual verification.

Zero Manual Entry for Maximum Data Reliability

Having people type from large volumes of documents not only increases fatigue but easily leads to critical data entry errors. Upstage's high-performance model extracts key information with high accuracy and converts it into DB-ready format. Human error from repetitive tasks is eliminated at the source, and enterprise-wide data integrity is maintained at its highest level.

Seamless Workflow with Zero Handoff Delays

Re-entering extracted data into business systems is a primary cause of extended review wait times. Upstage's solution provides an uninterrupted workflow that automatically inputs extracted data into existing ERP or CRM systems. With the entire pipeline from intake to data entry fully automated, time-to-payment is shortened and customer satisfaction improves significantly.

Here's how the solution works.

Claim documents are uploaded to Upstage Studio; Document Parse extracts content from any format, the Classify node auto-categorizes each document type, and the Extract node structures key claim fields for direct handoff to your ERP or CRM system.

Claim Document
Doc Classify
Claim Data Extract
Legacy System

See the difference Upstage Studio makes.

Category##Before##With Upstage Studio|||Data Entry##Manually type from large volumes of documents##AI auto-extracts key data and loads to DB|||Document Classification##Manual visual sorting by staff##AI instantly auto-classifies by document type|||Processing Speed##Multi-format handling causes delays##One-stop automation dramatically reduces review wait time|||Accuracy##Human error from repetitive tasks##High data integrity maintained with high-accuracy extraction

Choose the deployment that fits your environment.

API

Immediate information extraction integration via Cloud API

+ Live in 5 minutes with per-page pricing

+ Standardized form data extraction

- Internal network direct integration and custom classification modeling require additional setup

AWS Marketplace

Independent model operating environment within AWS

+ Self-hosted with excellent infrastructure scalability

+ Independent model operating environment

- Deep on-premise integration with legacy systems limited

On-Prem

Enterprise on-premise build for company-wide AI transformation

+ Complete end-to-end document classification and processing pipeline

+ Full automation integration with internal ERP/CRM systems

+ Strong security compliance and data control

AI Solutions Built for Your Business

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