Manual Overview

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9.10.1 Integrated AI models

Seamlessly integrated AI models significantly accelerate document and message processing.

Documents can be automatically classified and relevant information extracted using the bank organization portal’s AI. The AI of the bank organization portal recognizes:

  • Document type according to Agree21 DMS categories
  • Barcodes on forms
  • Sender and customer information
  • Recipient information
  • Text content using optical character recognition

The recognized information is stored in the document and made searchable via the portal. Rules can be used to automate processes such as routing for processing or direct archiving based on the analyzed information.

Using AI, messages from email inboxes, including attached documents, can be processed quickly and efficiently. The AI of the bank organization portal recognizes:

  • Theme & specification
  • Mood
  • Processing relevance
  • Customer information
  • IBAN, telephone number etc.

Based on the AI-analyzed information from incoming messages, processes can be controlled based on rules. In addition, messages can be found via a global search in the portal based on the text content.

The AI constantly learns from incorrect predictions via a feedback route in the portal. With increasing use, the scope and quality of the results from AI processing also increase.