Many industries that impact our day-to-day lives, including logistics,

manufacturing, financial services, insurance, and government, still run on

paper. These documents contain critical information that powers important

workflows like clearing shipments past customs, processing insurance claims,

underwriting loans, tracking machinery parts, issuing tax refunds, and parsing

clinical lab reports. Unfortunately, document processes still involve people

manually keying in information into digital systems. These labor-intensive

workflows significantly increase the time it takes to extract information,

leading to added costs, poor customer experience, and lack of scalability for

high volumes of documents.

To tackle this challenge, companies previously used technologies like Optical

Character Recognition (OCR). However, OCR solutions only transcribe text

without extracting the most relevant fields. Most “intelligent” extraction

solutions rely on customers to manually define templates or hard-coded sets of

rules to handle data extraction. The rules dictate which part of the document

corresponds to a certain field, which means the system can only process the

document layouts that fit the original template. But, if you change vendors,

document types, or update the document in any way, then you need to manually

define another set of rules. Solutions like these take a lot of upkeep and

result in poor quality when dealing with complicated, variable document types.

Imagine being able to feed any type of document into a system that can quickly

and accurately extract fields and link entities, even from new layouts or

formats — all without any setup or maintenance effort on your end.

Tech-forward companies are recognizing the importance of deploying a robust

solution for automating entity extraction and linking because high quality,

structured data can:

Improve existing services by making them faster, cheaper, and more accurate
Enable new products based on the data unlocked.

The challenge is building a system that can adapt to real-world variations,

especially across semi-structured and unstructured documents without

sacrificing accuracy. Here is how we do it.

Scale Document AI

Scale Document AI relies on our

latest technology, Adaptive AI, to deploy refined machine learning models for

customers who demand high quality and low latency when it comes to document

processing. We leverage base models trained on millions of data points, and

further refine those models for each customer use case. This enables us to

extract and link entities from highly variable documents in seconds without

putting the burden of setup on the customer.

What’s unique about Adaptive AI is that we deliver a solution tailored to each

use case to extract the data our customers need at high quality — regardless

of any changes in document layouts. Unlike existing solutions, our machine

learning models thrive on challenging and varied documents by parsing the

structural layout of pages, contextualizing the meaning of words, and

understanding the relationships between different fields. We developed

Adaptive AI to actually understand the structure and the form fields’ meaning,

rather than simply learning where on a document to find a field (e.g.

understanding the vendor name instead of instructing that it is usually on top

left of document).

Scale Document Workflow

With Scale Document AI, you get:

Fine-tuned document processing models trained to meet
your exact requirements. Achieve higher accuracy than off-the-shelf
solutions across a variety of document layouts.
Guaranteed quality up to 99%+ and turnaround SLA times as fast as
seconds
with a fully automated or hybrid document processing workflow using our
API. Scale provides integrated models and optional human-in-the-loop
quality assurance workforce.
Painless and quick setup so your teams can focus on what’s
important.
No more configuring templates or fixing errors. Upload sample documents
and provide a list of fields that you need extracted. There is no further
setup or maintenance required to start processing documents.
Dedicated machine learning and engineering support. Work
with a world class technical team of machine learning researchers and
engineers dedicated to your document processing needs. We can help you
adapt as you scale your business.

Real-World Impact

Scale Document AI serves many industries across financial services,

insurance, real estate, logistics, manufacturing, energy, healthcare, and

government, across a variety of document types and use cases such as loan

origination, customer onboarding, invoice/receipt/bill processing, fraud

prevention, claims processing, title closing, shipment processing, and

clinical lab report extraction.

In logistics, we partnered with

Flexport, which is building the

platform for global trade, to significantly increase efficiency and reduce

costs in what used to be a manual effort for processing critical shipping

paperwork. We quickly deployed our Adaptive AI for important logistics

documents like Bill of Lading, Arrival Notices, and others to reduce data

extraction errors and improve compliance across Flexport’s global trade

network. James Chen, Flexport CTO, explained the impact of our partnership

at

Scale Transform, our conference earlier this year:

James_Chen_Quote

Another applicable area for Scale Document AI is financial services,

specifically bill pay services, loan origination, and claims processing.

Brex, a $7.4B startup modernizing

banking for businesses, uses Scale Document to power its new premium bill

pay product. When customers submit invoices in the Brex app or forward an

email with an invoice to the designated Brex email, our Adaptive AI extracts

all relevant information from these invoices instantly and accurately to pay

the bill, at higher quality and faster than off the shelf solutions.

We are excited to reimagine document processing to enable faster and better

workflows for challenging document types where conventional approaches don’t

hit the mark. If you want to achieve modern operational efficiencies through

AI and see tangible downstream improvements in business metrics, contact us

at documentai@scale.com or sign up on our

website.