AI-Powered Document Intelligence
The new Document Workflow delivers a leap forward in automation and intelligence—transforming how documents are requested, reviewed, and converted into action.
1. 1. Charlie now automatically generates document request activities based on rule-based logic.
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3. As soon as the borrower uploads the document, the status automatically updates from 'Requested' to 'Received'
4. Charlie identifies the document type and seamlessly generates the corresponding review activity, assigning it to the right skillset to complete.
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