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OCR Workflow example

Scanned claim documents became easier to review and route.

PE
Patrick Evans
Claims Operations Manager · Buckeye Mutual - 90 people · Columbus, OH, USA
25%
faster first-pass claim routing

The before

Patrick's team received claim packets with scans, forms, photos, and attachments. Staff had to identify key dates, parties, document types, and missing information before routing.

The turning point

MultipleChat extracts text with OCR, summarizes the packet, and uses another model to check for conflicting details or missing fields. The team reviews everything before action.

"The OCR workflow helps us see what is in the packet before we decide what to do with it."

— Patrick Evans, Claims Operations Manager

The after

Claims move into the right queue faster, and reviewers spend more time on judgment than document sorting.

What they used

OCR workflow

Read scanned forms and attachments.

Conflict checks

Compare extracted details for inconsistencies.

Routing summary

Create a first-pass case summary for reviewers.

OCR Claims operations Document review

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