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Solution · Banking & Financial Services

Turn Business Documents Into Trusted Data.

Policies, contracts, invoices, certificates, applications and forms hold the facts your business runs on. Tech Tammina Document Intelligence reads them, extracts what matters, checks it and sends it where it needs to go.

Any documentread, checked and sent where it needs to goCapture • Classify • Extract • Validate • Enrich • Deliver
Quick answer

What Is Intelligent Document Processing (IDP)?

Intelligent document processing (IDP), also called document intelligence, uses OCR, machine learning and generative AI to classify documents, extract data, validate it against rules, compare it with other sources and route exceptions for human review. Tech Tammina’s IDP solution turns unstructured documents into structured, auditable data inside your business workflows.

Why Document-Heavy Work Gets Stuck

Most business data still arrives as PDFs, scans, emails and spreadsheets. People re-key it, compare it by eye and chase missing pages. It is slow, costly and easy to get wrong.

Older OCR tools could read text but not meaning. Modern AI understands layout, context and intent. The challenge is using it with the controls enterprises need.

01

Re-keyed data

People type data from PDFs, scans and emails.

02

Compared by eye

Values are checked manually across documents.

03

Missing pages

Teams chase incomplete document packages.

04

Text without meaning

Older OCR tools read text but not meaning.

How it works

How Document Intelligence Works in Six Steps

Capture→Classify→Extract→Validate→Enrich→Deliver
01

Capture

Email, upload, portal, scanner, API or shared folder.

02

Classify

Identify each document type and split multi-document packages.

03

Extract

Capture fields, tables, clauses and key facts.

04

Validate

Check values against rules, reference data and confidence thresholds.

05

Enrich

Combine document facts with system data for full context.

06

Deliver

Send clean data to systems, reports and workflows — with source evidence.

AI Document Capabilities Beyond Extraction

01

Summarization

Short, grounded summaries of long documents.

02

Comparison

Differences between documents or versions.

03

Question Answering

Users ask questions and see the page that holds the answer.

04

Handwriting and Scans

Reads low-quality scans and handwritten fields where supported.

05

Evidence Links

Every value links back to its place in the source document.

06

Continuous Improvement

Reviewer corrections improve future results.

Documents We Process by Industry

Industry
Example documents
Insurance
Policies, quotes, binders, ACORD forms, COIs, loss runs, schedules, claims documents
Financial services
Applications, KYC documents, statements, agreements
Life sciences
SOPs, registration documents, product and site records, quality documents
Finance and operations
Invoices, purchase orders, receipts, contracts
Education and public sector
Applications, transcripts, forms, correspondence
Governance

Secure, Auditable AI Document Processing

Confidence thresholds decide what goes straight through and what needs review. Access controls limit who sees what. Every extraction, correction and approval is logged. Sensitive data can be masked or kept in your own cloud.

Outcomes

What You Can Measure

Measure

Manual data entry hours

Measure

Straight-through processing rate

Measure

Exception rate and review time

Measure

Data quality in downstream systems

FAQ

Document Intelligence FAQs

Straight answers to the questions buyers ask most.

What Is Intelligent Document Processing (IDP)?

Intelligent document processing (IDP), also called document intelligence, uses OCR, machine learning and generative AI to classify documents, extract data, validate it against rules, compare it with other sources and route exceptions for human review. Tech Tammina’s IDP solution turns unstructured documents into structured, auditable data inside your business workflows.

What’s the difference between OCR and document intelligence?

OCR only turns images into text. Document intelligence understands that text — it classifies, extracts, checks and acts on it.

Can it read messy scans and different layouts?

Yes. It uses AI that understands layout and context, and low-confidence results go to a person.

What happens when the AI isn’t sure?

The item goes to a reviewer with the source page highlighted.

Will our documents be used to train public AI models?

No. Your data stays within approved environments and is not used to train public models.

Can it connect to our systems?

Yes, through APIs, file exchange or workflow integration.

Let's talk

See Document Intelligence working on your documents.

Book a working session with our team. Bring real samples — we will show you the flow, the controls and the outcomes you can measure.