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Solutions that drive real business value for enterprises.

Enterprise Use Cases

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Transform the building permit process by assessing complex construction plans with frontier AI models

Agentic Building Permit Validation

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Reviewing construction plans manually is a labor-intensive process that requires attention to hundreds of building codes and safety regulations. Missing a single detail could result in costly delays, safety risks, or even legal consequences. As projects become more complex, ensuring regulatory compliance becomes more difficult, creating bottlenecks and errors in the planning process.

Business Challenge

Our Agentic Building Permit Validation solution uses state-of-the-art Generative AI to automatically extract critical information from highly complex construction blueprints and assess whether designs comply with all relevant building codes and safety standards.
The solution goes far beyond standard retrieval and document extraction with an agentic workflow that can reason against custom, technical constraints proposing solutions akin to an expert. The solution thereby significantly reduces review times, enhances accuracy, and generates actionable decision patterns to help human experts in the loops, such as architects and engineers, to quickly make necessary adjustments.
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Automated Extraction of Plan Details The solution extracts key details from multimodal documents like construction plans, including the number and type of rooms, dimensions, ceiling heights, and other critical architectural elements. It can integrate with most custom data sources to process the information in batch or in real-time as uploaded by the user. The extracted information is then cross-referenced by an agentic workflow against the specific safety and building regulations that apply to the project based on its type and location.
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Compliance Reporting The solution evaluates whether each part of the design complies with the relevant codes and regulations automatically, using chain-of-thought reasoning and calling tools via custom APIs as required. It generates a report that details which regulations have been met and which have not, providing explanations and direct citations from the building code and plan documentation. The report also includes clear recommendations about necessary adjustments and next steps. This allows subject matter experts who remain in the loop to quickly identify and address compliance issues before construction begins.
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Tailored Evaluation to Company Needs The solution is tailored to reflect your company's unique localized permit criteria, strategic goals, budget constraints, applicable regulatory constraints, and technical specifications.
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Interactive Queries The AI solution also empowers teams to analyze submitted material interactively - you can create ad-hoc cross-checks and prompt the solution to provide specific summaries and follow-up threads beyond the core reasoning and compliance workflow to facilitate an in-depth understanding of all decision recommendations and issues raised by the system.
</li>
</ul>

Solution Overview

This powerful Generative AI solution was built with:
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The system automates the workflow with state-managed agentic reasoning, allowing it to handle complex comparative analysis and constraints effectively, ensuring robust decision-making assistance for procurement teams
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Within the agentic workflow, the solution uses fine-tuned extraction and completion models to accurately identify and extract relevant data from technical documents and generate high-quality decision support reports
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The fine-tuned models are further augmented with bespoke prompt engineering, integrating in-context learning and few-shot learning to improve the accuracy and relevance of the AI&rsquo;s analysis.
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As required, the solution includes state-of-the-art retrieval augmented generation pipelines to provide seamless, interactive access to vast amounts of documents used during the permit process.
</li>
</ul>
&nbsp;

Technical Implementation

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Automatically transform patient-physician encounters into clinical documentation using frontier GenAI technology.

Generative AI Medical Scribe

Clinicians spend countless hours manually transcribing patient encounters and generating necessary medical notes, such as the History of Present Illness (HPI) and treatment plans. This time-consuming task is prone to errors and crucially reduces the time clinicians can spend on patient care. Current automation solutions often fail to provide the accuracy needed across diverse medical specialties and documents to reduce the burden on medical professionals.

The Generative AI Medical Scribe transforms doctor-patient encounters into medical documentation in real time. This reduces the manual workload for physicians and scribes, allowing them to focus on patient care. With fine-tuned models for each medical specialty and SME-reviewed prompts, the solution delivers higher accuracy than traditional solutions. Clinicians remain in control by reviewing the final output, ensuring they maintain oversight while gaining efficiency. Fully deployed in a VPC or on-premise, Generative AI Medical Scribe is a secure, reliable system for healthcare documentation.
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Automated Encounter Transcription and Document Generation The Generative AI Medical Scribe captures and transcribes physician-patient encounters, generating key medical documents like HPI, treatment plans, and more. This process eliminates the need for manual transcription, allowing doctors and scribes to focus on patient care. The solution is deeply customizable, enabling the generation of documentation according to the specific needs of the medical domain.
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</ul>
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Fine-Tuned Prompts and Fine-Tuned Models The solution leverages highly customized prompts, created by subject matter experts (SMEs), to ensure optimal performance in extracting key medical information. In addition, distinct fine-tuned generation models are used for each medical domain, ensuring high accuracy and relevance across various specialties. This allows for the precise generation of documentation that aligns with the unique requirements of each medical field.
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Monitoring and Evaluation Platform The solution is shipped with a comprehensive evaluation and monitoring platform to continuously measure the quality and accuracy of generated transcription and documentation. The platform enables evaluation by human experts as well as semi-automated controls for higher efficiency. It ensures that the solution meets the highest standards required in medical documentation and reduces the risk of transcription errors or omissions.
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</ul>
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Compliance and Secure Deployment The solution can be deployed within a VPC or on-premise infrastructure, ensuring full compliance with healthcare regulations. This deployment approach provides healthcare providers with the peace of mind that sensitive patient data is securely processed within their controlled environment.
</li>
</ul>
&nbsp;

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Distinct fine-tuned AI models per medical domain, enabling precise transcription and document generation.&nbsp;</li>
<li dir="ltr" role="presentation">Customized prompts created by medical subject matter experts, optimizing the extraction and generation process for each specialty.</li>
<li dir="ltr" role="presentation">Agentic workflow for reasoning across transcribed encounters, patient records, and constraints specific to the healthcare provider in question</li>
<li dir="ltr" role="presentation">Clinician-centric evaluation and monitoring platform, ensuring high-quality, accurate documentation.</li>
<li dir="ltr" role="presentation">Secure VPC or on-premise deployment, robust evaluation capabilities built in, and industry-leading guardrails ensure that you trust the safety and security of the solution.</li>
<li dir="ltr" role="presentation">Flexible workflow integration, allowing for real-time transcription and document generation directly into the medical record system.</li>
</ul>

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Fine-tuned GenAI Models automate the extraction and insertion of medical data into electronic records (EMR and EHR).

Advanced Patient Record Extraction

Manual processing of medical documents such as History of Present Illness (HPI), treatment plans, and encounter notes is labor-intensive and prone to errors. Healthcare professionals often need to spend considerable time reviewing and entering this information into medical record systems, which can slow down treatment workflows and introduce the potential for data inaccuracies. Most solutions on the market today struggle to accurately extract data from highly diverse document formats.

Our Advanced Patient Record Extraction solution uses customized frontier AI models to automate the extraction of key medical data from patient documents and encounter audio, ensuring higher accuracy compared to traditional solutions. Leveraging cutting-edge, fine-tuned multi-modal models and advanced prompt engineering techniques, the solution processes complex, highly diverse documents and outputs structured data for final review by medical professionals. Fully deployed within the customer&rsquo;s infrastructure, the solution ensures compliance with relevant healthcare regulations, providing peace of mind for healthcare providers.
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Automated Data Extraction and Record Generation Users can upload digital or scanned patient documents, such as HPI, treatment plans, and even audio recordings from patient encounters. By defining the extraction criteria, the solution generates a structured record with the requested data, ready for insertion into the medical record system. This significantly reduces the manual effort required by healthcare staff and improves data accuracy.
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Advanced AI Models for Superior Accuracy Unlike common solutions, our product uses fine-tuned language models specifically trained on medical record data, ensuring it can handle a wide variety of scanned and digital document types and formats. The use of advanced prompt engineering techniques further enhances accuracy across diverse medical documents, giving healthcare providers reliable outputs and reducing the error rate below levels observed in manual workflows.
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Compliance and Security The solution is fully deployed within the customer's cloud or even on-premise infrastructure to ensure compliance with local healthcare regulations. This allows healthcare providers to securely process sensitive medical data without the risk of external exposure or non-compliance with regulatory requirements.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Fine-tuned AI models designed for medical document extraction, handling HPI, treatment plans, and encounter audio with high precision.</li>
<li dir="ltr" role="presentation">Advanced prompt engineering and auto-evaluation techniques, providing a higher degree of accuracy compared to standard solutions.</li>
<li dir="ltr" role="presentation">VPC or fully on-premises deployment within the customer&rsquo;s infrastructure to ensure compliance with healthcare regulations.</li>
<li dir="ltr" role="presentation">A flexible, customizable workflow, allowing users to define extraction criteria and output structured data in a format ready for medical record insertion.</li>
</ul>
&nbsp;

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Accelerate your legal drafting process with our cutting-edge GenAI solution for end-to-end legal drafting.

AI Legal Drafting Assistant

Manual legal document review is an inefficient, time-consuming process. In an increasingly complex legal and regulatory environment, the length and quantity of documents is growing, compounding the cost of high-quality document review.

Our Legal Drafting Assistant uses frontier Generative AI to automate and optimize legal document workflows, enabling legal teams to handle a higher volume of contracts with increased efficiency and fewer bottlenecks. Select from a template library, automatically generate drafts, and chat with drafts to iterate on language. The assistant uses fine-tuned frontier models trained on your data and data from the Scale Data Engine to provide the most accurate and useful drafts. Work directly from the assistant UI, or in Microsoft Word or Google Docs via the assistant integrations.
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Automatically Generate Drafts Frontier Generative AI models are fine-tuned on your historical contracts, unique clauses, contractual preferences, and high-quality data from Scale Data Engine to generate high-quality drafts that require minimal revisions and dramatically reduce turnaround times.
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Real-Time Draft Iteration with Natural Language We fine-tune models on real draft iteration data from the Scale Data Engine enabling the assistant to easily add, replace, or modify clauses and terms with your natural language instructions. This empowers your team to make fast, accurate updates without the manual overhead.
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Seamless Integration with Your Preferred Tools Work where you&rsquo;re most comfortable.&nbsp;Draft directly within the assistant&rsquo;s intuitive interface, or take advantage of our deep integration with Microsoft Word and Google Docs through powerful plugins. Experience the ease of AI-assisted drafting without having to change your preferred workflow tools.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Frontier generative models are fine-tuned with your legal contracts, playbooks, and high-quality legal data from Scale Data Engine to ensure high-quality generations.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning across different document templates; these agents leverage chain-of-thought to ensure the accuracy of generated drafts; the agent checks its work along the way to minimize errors.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
</ul>
&nbsp;

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Unlock an improved learning experience for students with advanced, personalized AI Student Assistants.

AI assistant

Students often struggle to get the individualized attention they need to thrive. Teachers have limited bandwidth, and traditional tutors can be expensive, and have relatively narrow subject matter expertise. Publishers and EdTech companies have looked to AI student assistants to help fill this need, but it is difficult to build AI student assistants that have robust knowledge about a wide array of subjects, have high accuracy in their responses, and make effective use of the vast amount of educational content available in their catalog, while maintaining educational integrity by guiding students instead of just providing them with answers.

Our AI Student Assistant is built with Generative AI models fine-tuned on your corpus of educational content as well as content generated from human experts in a wide variety of educational fields, including math, biology, physics, chemistry, coding, and more. These models leverage advanced retrieval augmented generation (RAG) to ground responses in the most relevant texts, giving students confidence in response accuracy. The solution dynamically learns each student's strengths and weaknesses and preferred pace, providing tailored guidance at scale, and helping them reach their full potential.
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Conversational AI Student Assistant Help students deepen their understanding of topics by guiding them through a collaborative learning process. Instead of just providing answers, it empowers students to think critically, engage with the material, and find solutions on their own, fostering long-term comprehension and academic success.
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AI-powered Progress Tracking &amp; Recommendation Engine Our advanced recommendation engine allows students to carefully assess gaps and areas for improvement taking into account study materials and exam topics. This makes sure that they can invest time into the right topics but also to build confidence by tracking progress over time. 
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Support for Multi-Modal interactions Simple text-based interactions are not enough to ensure true learning progress. Our AI Student Assistant uses multimodal models to understand and reason over charts, images, and text to provide more robust guidance on the course material. Voice models can be included to collect speech input which helps students to really practice new language skills, as well as speech output to help with pronunciations or learning on the go.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced GenAI Models are fined-tuned using your data and human subject matter expert data from the Scale Data Engine. Models are fine-tuned to your educational terminology, corpus of educational content, and database schemas. These models are combined with our state-of-the-art RAG pipelines to produce a highly accurate student assistant grounded in your materials.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning against complex constraints.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
</ul>
&nbsp;

AI Student Assistant

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Streamline your legal document review process by leveraging frontier AI technology to generate redlines.

Automated Legal Document Review

Manual legal document review is an inefficient, time-consuming process. In an increasingly complex legal and regulatory environment, the length and quantity of documents is growing, compounding the cost of high-quality document review. Redlining contracts is a tedious, time-intensive, and error-prone process that requires multiple levels of review and approval.

Our Automated Legal Document Review solution automates and optimizes legal document workflows, enabling legal teams to handle a higher volume of contracts with increased efficiency and fewer bottlenecks. The solution leverages Scale&rsquo;s advanced document extraction technology, advanced reasoning agents, and fine-tuned extraction models that are pre-trained on a large corpus of enterprise documents for high-accuracy data extraction.
Generative models are fine-tuned with this data, high-quality legal data from Scale Data Engine, your playbooks, and your past contracts. These models are then able to accurately identify sections to review, along with context-based revision suggestions that can be accepted with a single click or further edited by the team.
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Automated Contract Review Ingest, extract data from, and summarize large volumes of legal contracts automatically. The assistant identifies critical clauses, potential risks, and discrepancies, ensuring nothing important is overlooked. This drastically reduces the time spent on initial reviews, freeing up legal teams to focus on more strategic work.
</li>
<li dir="ltr" aria-level="1">Analysis Tailored to Your Company Preferences Models are fine-tuned with your data to reflect your organization&rsquo;s specific legal and contractual preferences, including unique clauses, risk thresholds, and business standards. Advanced multi-document reasoning agents improve the accuracy of this analysis and ensure comprehensive document review. This ensures that the analysis aligns perfectly with your company&rsquo;s legal requirements and strategic goals.</li>
<li dir="ltr" aria-level="1">
Redline Generation The assistant automatically generates redlines based on your company&rsquo;s playbook, policies, and historical contracts, highlighting areas that require revision or attention. This makes it easy for lawyers to review and finalize contracts, without having to manually go through every clause.
</li>
<li dir="ltr" aria-level="1">Monitoring and Continuous Improvement Monitor redline generation across your team, giving you full transparency into the performance of the data analysis and redline generation process and the efficiency gains realized by your team. The solution learns from successful and unsuccessful generation attempts for continuous model improvement, so your suggestions get even more accurate over time.</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced document extraction technology and fine-tuned extraction models that are pre-trained on large volumes of high-quality legal data from Scale Data Engine, your playbooks, and your past contracts for improved accuracy.</li>
<li dir="ltr" role="presentation">Preconfigured extraction and redlining schemas and templates for common document types and redlines.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning across different document templates; these agents leverage chain-of-thought to ensure accuracy in redline suggestions; the agent checks its work along the way to minimize errors.</li>
</ul>
&nbsp;

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Streamline your vendor RFP submission review process with frontier AI.

RFP Evaluation Assistant

Manual RFP (Request For Proposal) submission reviews are often slow, inconsistent, and labor-intensive. The growing number of vendor options, the complexity of technical specifications, and the high stakes of procurement decisions make accurate and thorough evaluation a challenge, leading to costly delays or suboptimal vendor selection.

Our Vendor RFP Evaluation Assistant leverages frontier Generative AI to streamline the vendor RFP review process. The assistant quickly analyzes large volumes of submissions, extracts data matching key criteria, and generates detailed comparative insights to help procurement teams make informed decisions more efficiently and effectively.
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Automated RFP Review Ingest and analyze multiple RFP submissions simultaneously, summarizing key criteria such as pricing, service level agreements (SLAs), technical capabilities, and compliance with your company&rsquo;s standards. This drastically reduces the time spent on the initial review, freeing up procurement teams to focus on strategic decision-making.
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Comparative Analysis &amp; Scoring The assistant automatically compares RFPs across key metrics and generates a weighted scorecard, highlighting vendor strengths, weaknesses, and risks. This ensures that procurement teams have all the data they need to make a fair, transparent, and data-driven vendor selection.
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Tailored Evaluation to Company Needs The solution is tailored to reflect your company's unique procurement criteria, including budget constraints, service level expectations, and technical specifications. It ensures the evaluation aligns with your organizational goals and regulatory requirements, helping you select the best-fit vendors quickly and confidently.
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Enable Interactive Submission Queries The AI solution also empowers procurement teams to analyze submitted material interactively - you can create ad-hoc cross-checks and prompt the model to provide specific summaries and follow-up threads to drive supplier communications.
</li>
</ul>
&nbsp;

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced document extraction technology and fine-tuned extraction models that are pre-trained on a large corpus of high-quality RFP and your quality guidelines accurately identify and extract relevant data from RFP submissions, ensuring no critical details are overlooked.</li>
<li dir="ltr" role="presentation">Advanced retrieval augmented generation (RAG) technology leverages fine-tuned reranking models to compare metrics across submissions, which are reevaluated with any new or modified submissions.</li>
<li dir="ltr" role="presentation">Automated workflows with state-managed agentic reasoning, enabling complex comparative analysis and constraints. ensuring robust decision-making assistance for procurement teams</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
</ul>

Improve customer retention with frontier generative AI models.

AI-Driven Customer Retention

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High churn rates can significantly impact revenue and brand perception. Identifying the causes of customer churn and predicting ideal treatment to prevent it is notoriously difficult with traditional methods. Customer care transcripts contain vast untapped signals that can be leveraged to better understand and engage customers.

Our AI-Driven Customer Retention solution is a step change in customer care systems. It uses frontier AI technologies to transcribe live and historic customer care call transcripts and subsequently extract rich data points about customer pain points, issue resolution, and agent behavior.&nbsp;These features have been demonstrated to significantly improve the quality of traditional churn and treatment prediction models that have long been used in the industry.
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Advanced Call Transcript Analysis Automatically process and analyze millions of customer care call transcripts or live phone conversations, extracting critical signals on customer irritants, service satisfaction, and agent interactions.
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Improved Churn Prediction &amp; Next Best Action Intervention The extracted features are centrally managed in a GenAI feature store and can easily combined with structured and unstructured customer data from connected systems before being fed into downstream churn or treatment prediction models. The resulting churn and treatment predictions demonstrate better accuracy and lead to higher retention and share of wallet per customer.
</li>
<li dir="ltr" aria-level="1">
Agent Performance Optimization GenAI models also extract insights about agent behavior to automatically identify patterns of successful or unsuccessful treatments and provide live actionable feedback to improve agent training and real-time guidance during customer calls. This ensures that customers feel supported and valued throughout their journey.
</li>
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Aggregate Metrics Dashboards Aggregate critical metrics from across the entire customer service organization, including call volumes, resolution rates, and churn rates, and track the impact of the enriched signals extracted from customer conversations.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Customized AI speech to text models are used for natural language processing and analysis, providing insights that enhance transcript and extraction accuracy.</li>
<li dir="ltr" role="presentation">The solution employs fine-tuned extraction models to pull key insights from customer care transcripts, including customer complaints, agent responses, and customer sentiment.</li>
<li dir="ltr" role="presentation">Our state-of-the-art Text2SQL technology combines embedding, reranking, and completion models fine-tuned to your business terminology and database schema to retrieve customer information from your existing systems to be combined with signals extracted from customer conversations.</li>
<li dir="ltr" role="presentation">The solution applies bespoke prompt engineering, integrating in-context learning and few-shot learning to improve the accuracy and relevance of the AI&rsquo;s analysis.</li>
</ul>

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Dynamically generated customer support emails tailored to each customer

Customer Support Email Generation

Generic, impersonal customer support emails can leave insurance customers feeling confused and frustrated, leading to negative sentiment and increased churn.

Our Generative AI Solution enables insurers to dynamically craft personalized customer support emails tailored to each customer&rsquo;s unique profile, sentiment, and claims history to help improve customer satisfaction, reduce churn, and increase the efficiency of your support team.
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Dynamic Email Personalization By analyzing the customer&rsquo;s profile, sentiment, claims history, and support history, the solution automatically generates emails that address each customer&rsquo;s unique circumstances, providing more meaningful and effective communications.
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Address Customer Sentiment By tailoring responses based on the customer's past interactions, tone, and sentiment, this solution ensures a more empathetic and considerate approach to communication. Whether a customer is frustrated or satisfied, messages are adapted to maintain positive engagement and build stronger relationships.
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Proactive Communication Automatically identify opportunities to engage customers proactively, such as sending updates on claims status or suggesting additional services based on their history. This reduces customer anxiety, keeps them informed, and enhances their overall experience, all while improving retention.
</li>
<li dir="ltr" aria-level="1">Faster Response Times Automating the email generation process allows support teams to respond more quickly without sacrificing the quality or personalization of the communication. This leads to faster resolution times, boosting customer satisfaction and operational efficiency.</li>
</ul>

Our solution is powered by our leading retrieval augmented generation (RAG) technology, advanced agentic workflows, and multi-document and multimodal document reasoning, combined to bring you a powerful Generative AI solution.

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Accelerate claims processing with a cutting-edge AI assistant to accurately route claims and generate policies.

 Insurance Claims Processing Assistant

Timely and accurate claims processing is essential to maintaining customer satisfaction, but traditional claims management can be time-consuming, manual, and error-prone.

Our Claims Processing Assistant transforms the end-to-end claims process with frontier Generative AI to accelerate claims processing, improve accuracy, and enhance the customer experience. The assistant provides streamlined policy verification, claims routing, rate determination, and automatically generated insurance policies.
The solution uses advanced document extraction technology and fine-tuned extraction that models are pre-trained on a large corpus of insurance documents for high-accuracy data extraction. Advanced multimodal reasoning models process claims to accurately verify policy details like coverage limits, deductibles, and exclusions and understand images that are submitted as part of the claim. Intelligent claims routing routes claims to the most appropriate adjuster based on claim type, history, and complexity.&nbsp;
Generative models are fine-tuned with historical claims data and optionally high-quality claims data from Scale Data Engine to then accurately determine pricing and policy details and generate insurance policies for final review by the adjuster.
<ul>
<li dir="ltr" aria-level="1">
AI-Powered Summarization &amp; Data Extraction Automatically summarize enterprise documents and extract critical data from text and images. This significantly reduces the time spent on manual document review and increases accuracy, enabling adjusters to effectively process more documents.
</li>
<li dir="ltr" aria-level="1">
Automated Policy Verification Instantly verify policy details like coverage limits, deductibles, and exclusions, reducing manual effort and speeding up claims processing.
</li>
<li dir="ltr" aria-level="1">
Smart Claim Routing Automatically route claims to the right department or adjuster based on claim type, history, and complexity for faster resolution.
</li>
<li dir="ltr" aria-level="1">
AI-Driven Rate Determination Leverage AI models to set accurate payout rates, reducing over/under-compensation and improving profitability.
</li>
<li dir="ltr" aria-level="1">
Policy &amp; Documentation Generation Fine-tuned LLMs automatically generate all required documentation, accelerating the claims lifecycle and ensuring prompt payouts.
</li>
<li dir="ltr" aria-level="1">
End-to-End Automation Seamless integration automates claims processing from submission to documentation, reducing manual work and boosting efficiency.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced document extraction technology with multimodal frontier models that are pre-trained on a large corpus of insurance documents and images for high-accuracy data extraction.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows with decision trees for reasoning against complex constraints paired with claims routing data, ensure that claims are routed to the the most appropriate adjuster every time.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
</ul>
&nbsp;

Autonomous customer service agent using frontier Gen AI across voice, chat and email to resolve complex issues.

Autonomous Customer Service Agent

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Delivering exceptional customer service is critical for businesses, but managing high volumes of complex customer inquiries through multiple channels can overwhelm traditional support teams. Traditional customer service solutions are limited and can&rsquo;t resolve more complex interactions, including those that require reasoning or multimodal interactions.

Our cutting-edge Autonomous Customer Service agent uses frontier Generative AI technology to automate complex customer service interactions across voice, chat, and email. The solution integrates with existing customer service platforms and internal systems to resolve issues in real-time, reducing response times and improving customer satisfaction.&nbsp;
Beyond retrieval augmented generation (RAG) and summarization, the solution uses advanced agentic workflows with models that are fine-tuned on your training and policy documents and grounded with deterministic workflows. Multimodal models expand your support surface, enabling the agent to understand and reason about PDFs and images while providing advanced voice support that adjusts in real time based on customer sentiment.
The solution automatically resolves complicated tickets and also supports escalation thresholds to decide when to transfer tickets to human agents. Human agents also seamlessly interact with the solution via an assistant, increasing their efficiency, with summaries of account history and sentiment to suggest the next best action.
<ul>
<li dir="ltr" aria-level="1">
Resolve Complex Requests End-to-End Our advanced AI agent resolves complex requests from start to finish including billing or shipping issues, updating account information, and troubleshooting technical problems. 
</li>
<li>Customizable Policy Workflows Complex customer procedural documents are ingested to automatically generate policy workflows for the autonomous agent. This includes integrating policies and tools such as custom escalation rules or tool integrations to update customer&rsquo;s plans or account details. Set escalation thresholds so that you control when to involve humans based on customer sentiment, action type, cost, or risk.</li>
<li dir="ltr" aria-level="1">
Omnichannel Support Ensure seamless, consistent support with shared context across all communication channels, including voice, chat, text, or email. Escalations to human agents are seamless, and the AI agent then acts as an assistant, providing summaries of support interaction and account history, surfacing promotional offers, and providing recommendations on the next best action.
</li>
<li dir="ltr" aria-level="1">
Multimodal Interactions Fine-tuned voice models enable the agent to speak with customers using your brand voice and use empathetic tones depending on sentiment. Multimodal vision models are fine-tuned to understand PDFs and images shared by the customer in chat and email conversations.
</li>
<li dir="ltr" aria-level="1">
Integration with Existing Systems Our AI agent integrates with your customer service, billing, account management systems and more to retrieve relevant customer information, make approved updates, and escalate to appropriate team members as needed.
</li>
<li dir="ltr" aria-level="1">
Personalized Customer Interactions Leveraging customer data, the AI assistant personalizes interactions to the specific needs of each customer. From greeting customers by name to addressing their unique issues based on account history, the AI agent enhances the customer experience with relevant, personalized support.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Fine-tuned data extraction models and workflow generation models, work together to ingest your policy documents and training manuals, then generate workflows that can be edited to meet your precise requirements.</li>
<li dir="ltr" role="presentation">Fine-tuned multimodal modals for speech and vision reasoning and generation.</li>
<li dir="ltr" role="presentation">Our state-of-the-art Text2SQL technology including embedding, reranking, and completion models fine-tuned to your business terminology and database schema to retrieve customer information from your existing systems</li>
<li dir="ltr" role="presentation">State-managed agentic workflows with decision trees for reasoning against complex constraints such as escalation paths combined with customer data and company guidelines.</li>
<li dir="ltr" role="presentation">Advanced retrieval augmented generation (RAG) for highest accuracy unstructured data management in chat, email or voice workflows</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
</ul>
&nbsp;

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Increase the efficiency of extracting data from the most complex contracts with data extraction powered by advanced AI.

AI-Powered Contract Data Extraction

Extracting data from complex enterprise contracts is difficult, prone to errors, and often requires inefficient manual effort. That difficulty is magnified when dealing with highly variable contracts and related legal documents.

Our AI-Powered Contract Data Extraction solution transforms this process by enabling teams to extract key data, summarize documents, and customize extraction templates - quickly, accurately, and without technical expertise. The solution leverages Scale&rsquo;s advanced document extraction technology, advanced reasoning agents, and fine-tuned extraction that models are pre-trained on a large corpus of enterprise documents for high-accuracy data extraction.
<ul>
<li dir="ltr" aria-level="1">
AI-Powered Summarization &amp; Data Extraction Automatically summarize enterprise contracts and extract critical data, such as key clauses, dates, terms, and obligations. This significantly reduces the time spent on manual document review and increases accuracy, enabling legal professionals to effectively process more contracts.
</li>
<li dir="ltr" aria-level="1">
Customizable Extraction Templates&mdash;No Technical Expertise Needed Preconfigured templates are available for common contract types, ensuring that key metadata such as contract dates, party names, and legal terms are extracted automatically. Users can easily customize extraction templates to meet specific requirements, without the need for coding or technical knowledge.
</li>
<li dir="ltr" aria-level="1">
Generative AI Reasoning Agent for Complex Documents Extraction jobs are powered by reasoning agents that go beyond simply extracting raw data; the agents comprehend the document&rsquo;s content and align the extraction process with predefined schemas. The agent checks its work along the way, ensuring that the correct sections of the document are extracted for each field, minimizing errors and increasing accuracy.
</li>
<li dir="ltr" aria-level="1">
Scalable to Handle Complex, Variable Documents The AI-driven reasoning chain ensures the solution can handle highly variable and complex legal documents, such as contracts with non-standard clauses or multi-party agreements. What typically takes hours for a human to process can be done in minutes with the solution, enabling large-scale document analysis.
</li>
<li dir="ltr" aria-level="1">
Easy Review &amp; Audit of Extraction Jobs The process of reviewing and auditing extraction jobs is simplified&mdash;users can open any completed job and click through the extracted fields to see the exact section of the document from which the data was pulled. This transparency ensures confidence in the accuracy of the extraction and makes it easy to identify any inconsistencies.
</li>
<li dir="ltr" aria-level="1">
Monitoring Monitor extraction jobs across your team, giving you full transparency into the performance of the extraction process and the efficiency gains realized by your team.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced document extraction technology and fine-tuned extraction models that are pre-trained on a large corpus of contracts and related legal documents and further trained on your document templates for improved accuracy.</li>
<li dir="ltr" role="presentation">Preconfigured extraction schemas for common document types.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning across different contract templates; these agents leverage chain-of-thought to ensure that the right fields are used for extraction; the agent checks its work along the way to minimize errors.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering, including in-context learning, few-shot learning, and task decomposition</li>
</ul>
&nbsp;

wealth_management_customer_care_1.png

Wealth Management Customer Care Automation

Every customer interaction holds invaluable insights that can shape your business strategy, identify upsell opportunities, and enhance customer management. Yet, extracting actionable data from these conversations can be a time-consuming and challenging process.

Our Wealth Management Customer Care Automation Solution leverages the power of Generative AI to automatically transcribe, summarize, and extract key insights from client conversations, helping you unlock business value from every call.
<ul>
<li dir="ltr" aria-level="1">
Automated Transcription &amp; Summarization Frontier GenAI models are fined-tuned on your data to better understand industry terminology and company-specific jargon, then these models automatically transcribe customer calls and generate concise, highly accurate summaries, key discussion points, action items, and potential opportunities.
</li>
<li dir="ltr" aria-level="1">
Customer Sentiment Analysis Analyze customer sentiment to identify at-risk customers, and next best actions to prevent churn.
</li>
<li dir="ltr" aria-level="1">
Identify Upsell &amp; Cross-Sell Opportunities Capture key customer preferences, concerns, and future financial goals from conversations, giving relationship managers a comprehensive understanding of each client. Identify patterns and cues that suggest potential upsell or cross-sell opportunities.
</li>
<li dir="ltr" aria-level="1">
Strategic Business Insights Analyze trends across multiple customer conversations to uncover valuable insights that help shape your broader business strategy. From emerging customer needs to evolving market trends, you&rsquo;ll have the data to make informed, strategic decisions.
</li>
<li dir="ltr" aria-level="1">
Save Time &amp; Increase Efficiency What once required hours of manual effort can now be done in minutes. Automated transcription and summarization streamline workflows, giving your team more time to focus on strategic initiatives and high-value customer interactions.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" aria-level="1">
Advanced agentic workflows
</li>
<li dir="ltr" aria-level="1">
Multi-document reasoning
</li>
<li dir="ltr" aria-level="1">
Retrieval augmented Generation (RAG)
</li>
<li dir="ltr" aria-level="1">
Advanced document extraction technology and fine-tuned extraction models
</li>
<li dir="ltr" aria-level="1">
Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition
</li>
<li dir="ltr" aria-level="1">
State-managed agentic workflows for reasoning against complex constraints
</li>
</ul>
&nbsp;

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Streamline your insurance application process with GenAI-powered analysis, pricing, and policy adjustment suggestions.

Insurance Underwriting Assistant

The insurance underwriting process is complex, requiring detailed risk assessments, pricing calculations, and policy adjustments to ensure accurate and fair coverage. However, traditional underwriting methods rely on manual data collection and analysis, resulting in time-consuming workflows, potential errors, and missed opportunities.

Our Insurance Assistant streamlines your underwriting process by automatically analyzing insurance applications and related documents to identify missing or incomplete information, determine risk based on historical examples, and generate reports including risk profiles, suggested pricing, and suggested policy adjustments.
Our advanced document extraction technology combines fine-tuned extraction models fine-tuned on a large corpus of insurance applications and advanced, multi-document reasoning agents for high-accuracy data extraction and information processing. The system flags any missing or incomplete information for further review and can automatically follow up with applicants to provide the missing information.&nbsp;
The extracted information is then analyzed and compared against historical policy decisions, risk profiles, and policy guidelines to generate comprehensive reports and provide suggested pricing and policy adjustments. Insurance professionals dramatically reduce time to insights and streamline their underwriting processes enabling them to efficiently process larger application volumes.
<ul>
<li dir="ltr" aria-level="1">
Faster Turnaround Times The Underwriting Assistant significantly reduces the time needed to process applications. By automating key tasks such as risk analysis, data gathering, and report generation, underwriters can finalize applications faster, resulting in quicker policy issuance and enhanced customer experience.
</li>
<li dir="ltr" aria-level="1">
Comprehensive Risk Reports Automatically generate detailed reports, including risk profiles, suggested pricing, and recommended policy adjustments. This allows underwriters to access all relevant information in one place, streamlining decision-making and improving accuracy.
</li>
<li dir="ltr" aria-level="1">
Simple and Robust System Integrations Ingest client profiles by integrating with enterprise systems, uploading files, or manually entering details via chat. The assistant quickly analyzes applications and profiles and flags missing or inaccurate information to help quickly progress through the underwriting process.
</li>
<li>Suggested Policy Adjustments Based on risk assessments, the assistant suggests policy adjustments to mitigate risks, ensuring that policies are properly tailored to each applicant's specific circumstances. This reduces the likelihood of under or over-insuring, optimizing both profitability and customer satisfaction.</li>
</ul>
<h3 dir="ltr">&nbsp;</h3>

Solution Details

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced document extraction technology and fine-tuned extraction models that are pre-trained on a large corpus of insurance documents and further trained on your document templates, historical data, and policy guidelines for improved accuracy.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning against complex constraints.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
</ul>

&nbsp;

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Investment Due Diligence Assistant

Performing due diligence on target companies can be complex, time-consuming, and prone to errors. Whether you're involved in equity investments, mergers and acquisitions (M&amp;A), or venture capital (VC), the ability to quickly conduct thorough and efficient due diligence can make or break your investments.

The Investment Due Diligence Assistant brings the power of frontier Generative AI to simplify and accelerate your due diligence process. Connect your key data sources, and our advanced document extraction technology will surface key insights, automatically generate detailed due diligence memos and summary analyses, flag critical documents or sections for further human review, and provide detailed next-step recommendations.
<ul>
<li dir="ltr" aria-level="1">
Automated Document Analysis Instead of spending hours pouring over prospect documents, our AI-driven assistant swiftly analyzes them, including financial statements, contracts, and business plans. The solution extracts key insights, highlights risks, and identifies red flags, so you don&rsquo;t have to.
</li>
<li>AI-Powered Risk Assessment Automatically evaluate financial health, operational risks, and legal liabilities through fine-tuned frontier models to flag potential issues early. With these insights, your team can more quickly make smarter investment decisions backed by data-driven insights.</li>
<li dir="ltr" aria-level="1">
Auto-complete Due Diligence Questionnaires Completing financial and legal due diligence questionnaires can be tedious and repetitive. The assistant pre-fills these questionnaires with relevant information extracted from the analyzed documents, ensuring accuracy while saving time.
</li>
<li dir="ltr" aria-level="1">
Enhanced Collaboration Across Teams The platform integrates seamlessly with your existing tools, enabling better collaboration between legal, finance, and compliance teams. It creates a unified environment where everyone has access to the same data and can work in sync, eliminating workflow bottlenecks.
</li>
<li dir="ltr" aria-level="1">
Scalable Solutions for Growing Deal Volume Whether you&rsquo;re managing a few deals or hundreds, the assistant scales with your needs. As your deal flow increases, the assistant helps you maintain the same level of precision and efficiency without increasing headcount or operational costs.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Advanced document extraction technology and fine-tuned extraction models that are pre-trained on a large corpus of financial documents for improved accuracy.</li>
<li dir="ltr" role="presentation">Fine-tuned risk models to automatically surface any red flags for further investigation.</li>
<li dir="ltr" role="presentation">Our state-of-the-art Text2SQL technology, includes fine-tuned embedding, reranking, and completion models.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning against complex constraints.</li>
</ul>
&nbsp;

Turn data into insights and accelerate your investment research with our next-gen Investment Management Assistant. 

Investment Management Assistant

Investment_Management_Assistant.png

Analysts and wealth managers need to quickly and accurately analyze a vast amount of data. Typically they need to submit a request to their data team to build out dashboards or queries to pull this data, then manually analyze it, and only then can they take action. This process is slow and does not allow for real-time adjustments to queries, costing precious time and resources.

Our Investment Management Assistant is a cutting-edge AI tool to accelerate decision-making in Financial Services. Built with frontier AI capabilities, this solution goes beyond standard retrieval and summarization, featuring one of the world's most advanced text-to-SQL engines. Analysts can use natural language to request portfolio or individual investment data, which is retrieved, summarized, visualized in charts, and turned into actionable recommendations.
The assistant learns from each query, improving performance over time, and leverages advanced document extraction and report generation with in-context and few-shot learning. Investment professionals dramatically reduce time to insights, allowing them to focus on advising clients and optimizing portfolios.
<ul>
<li dir="ltr" aria-level="1">
Automated Data Analysis&nbsp; Quickly process vast amounts of information from research reports, financial statements, and proprietary data sources. Identify key trends, financial metrics, and insights, producing concise, accurate summaries that allow your team to focus on strategic decisions.
</li>
<li dir="ltr" aria-level="1">
Structured Data Retrieval and Visualization Our state-of-the-art, self-improving Text2SQL engine allows you to interact with your data sources in natural language, and turn your data into visuals and graphs that you can export to present to customers and other stakeholders. The system learns about your schema and business terms with every query and rapidly self-improves far beyond standard solutions.
</li>
<li dir="ltr" aria-level="1">
Dynamic Report Generation: Automatically generate tailored, pre-formatted summaries, highlighting key findings and performance indicators. This enables faster decision-making and reduces the manual effort typically required for report creation.
</li>
<li dir="ltr" aria-level="1">
Proprietary Data Integration: Easily integrate your proprietary datasets, financial databases, research, and customer data with out-of-the-box data connectors and integrations.
</li>
</ul>

This powerful Generative AI solution was built with:
<ul>
<li dir="ltr" role="presentation">Our state-of-the-art Text2SQL technology including embedding, reranking, and completion models fine-tuned to your business terminology and database schema</li>
<li dir="ltr" role="presentation">Fine-tuned report generation and data extraction models.</li>
<li dir="ltr" role="presentation">Bespoke prompt engineering and turning, including in-context learning, few-shot learning, and task decomposition.</li>
<li dir="ltr" role="presentation">State-managed agentic workflows for reasoning against complex constraints.</li>
</ul>

Technical Details

Example body&nbsp;
<h3>Example Heading</h3>
<pre class="language-markup"><code>```sql
Example SQL code
```</code></pre>
Lorem impsu

Test section

Tutor

Government

Real Estate

Construction

Customer Satisfaction

Reduce Time to Insight

Report Generation

Data Extraction

Predictive Modeling

Sentiment Analysis

Image Analysis

Agentic Workflows

Fine-Tuning

Text2SQL

Document Extraction

Customer Retention

Increase Efficiency

Increase Revenue

Cost Savings

Education

Healthcare

Accounting

Legal

Telecommunications

Insurance

Financial Services

URL redirections for Website. Disclaimer: takes 5~ min for each added or edited.

url-redirects

Use relative path. use `/blog/foo` not `https://scale.com/blog/foo`

blog-filter-type

homepage-quotes

logos

homepage-content

quotes

blog-category-model

announcement-banner

homepage-resources

custom-fonts

homepage-event

author

Event model for new marketing events page

event

Optional second image intended to show on the grid view, should be a more squared image closer to 1:1 aspect ratio than the one used in the Cover field.

guides

announcement-news

homepage-research

legal

slugs must be all lowercase. ie: ‘my-slug’

eval

datastream

summit-2023-speakers

customers

Display order on the page /customers. Higher values show first

summit-2023-agenda

blog-model

Option to list or not list this post in the Blog index. Enabled = not list in the index, Disabled = list in the index

Customer Support Email Generation

Dynamically generated customer support emails tailored to each customer’s specific profile, sentiment, and claims history.

You won't believe what happens next.

You won't believe what happens next.

You won't believe what happens next.

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