Less repetitive work.
More room to move.

Technical scope

• Data preparationNormalise debtor, secured-party, collateral, and filing data into structured records for state-specific processing.
• ValidationApply required-field and format checks before submission; separate incomplete or inconsistent records for review.
• ReconciliationMatch attorney invoice entries with filing records and maintain submission status and exception history.

Technical scope

• ExtractionUse OCR and document parsing to structure payment, adjustment, and claim-level data from paper, PDF, and electronic EOBs.
• ValidationCheck identifiers, amounts, and record completeness against the payment-posting requirements of the receiving system.
• PostingRoute validated records to downstream workflows and isolate ambiguous matches for human review.

Technical scope

• Conversation flowCoordinate speech recognition, intent handling, task execution, and voice responses for supported inbound and outbound requests.
• Tool executionConnect approved actions to business systems and track task completion, latency, and tool-call failures.
• Human escalationTransfer unsupported or uncertain requests with conversation context and an auditable handoff record.

Technical scope

• Provider dataStructure provider records and maintain alignment between CAQH updates, payer enrollment, and re-credentialing work.
• Workflow stateTrack document completeness, enrollment status, renewal milestones, and outstanding follow-up actions.
• Exception reviewRoute missing or conflicting information to the responsible reviewer before progressing the credentialing workflow.

Technical scope

• Invoice intakeExtract header and line-item data; check required fields, vendor references, totals, and duplicate records.
• Approval logicApply business-rule checks and route validation exceptions and approval requests to the appropriate owners.
• System postingTransfer approved invoice data to the configured target system with processing status and exception tracking.

Technical scope

• DiscoveryAssess legacy automation assets, dependencies, reusable components, and compatibility with Automation 360.
• MigrationMap workflow logic and platform-specific components to the target environment, addressing unsupported dependencies.
• ValidationCompare migrated workflow behaviour against agreed test cases before cutover and operational handover.

Technical scope

• Data alignmentNormalise transaction records from financial systems into comparable identifiers, amounts, dates, and reference fields.
• MatchingApply configured reconciliation rules to identify matched records, unmatched items, and transaction differences.
• Review workflowRoute unresolved differences with their supporting records to designated reviewers and track resolution status.

Technical scope

• Source comparisonCompare offer attributes across relevant source systems and detect missing, inconsistent, or changed values.
• Rule validationEvaluate applicable compliance requirements, partner rules, and SLA criteria through repeatable checks.
• Control evidenceRecord discrepancies, validation results, and review status to support continuous operational oversight.

Technical scope

• Return intakeCapture ACH return information and associate it with the corresponding payment records and operational context.
• Routing rulesApply configured return-handling rules to direct exceptions and follow-up tasks to the responsible team.
• Status controlTrack processing outcomes, unresolved items, and recovery actions across the return-handling workflow.

Technical scope

• Claim structureCapture claim references, supporting information, and the attributes required by the applicable rebate programme.
• Rule checksValidate claim data against configured eligibility and documentation requirements; identify incomplete or inconsistent submissions.
• Exception workflowRoute flagged claims with validation context to the responsible reviewer and record the review outcome.