Document type recognition
The right document, in the right place.
Identify the uploaded document and compare it with the type your onboarding journey expects.
DOCUMENT CHECK AGENT
An AI agent that checks onboarding documents the moment they’re uploaded. Catch issues early, guide customers instantly, and bring your team in when it matters.
Built for document-intensive onboarding.
The next step is part of the check.
BEYOND DOCUMENT READING
Move from receiving files to understanding what needs to happen next, before an incomplete application reaches your team.
Document type recognition
Identify the uploaded document and compare it with the type your onboarding journey expects.
Title & content matching
Catch mismatches such as a trade registry document uploaded where a tax certificate is required.
Page completeness
Check that multi-page documents include the pages containing the required company information.
Validity checks
Check expiry and relevant content, including signature circular validity, against the agreed criteria.
Immediate guidance
Return an approval, a clear correction request, or a request for an additional document while the customer is still on screen.
Operational handoff
Route cases the agent cannot fully assess to your operations team, together with a preliminary assessment.
AGENT AS A SERVICE
Your platform triggers the agent at upload. The agent checks the document and returns the next action to your existing journey.
A customer uploads a document. Your system calls the Document Check Agent service.
The agent identifies the document and checks its type, content alignment, completeness and validity.
The result guides the customer immediately or sends a preliminary assessment to your operations team.