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Insurance
Automating KYC Triage with AI Workflow Agents
An intelligent workflow automation solution that accelerated customer onboarding while maintaining strict compliance standards.
35% faster
Processing Time
Average onboarding time reduced from 5 days to 3.2 days
60% increase
Analyst Productivity
Analysts now focus on complex cases requiring judgment
99.2%
Accuracy
Document classification and data extraction accuracy
$1.2M annually
Cost Savings
Estimated operational cost reduction
The Challenge
Manual KYC (Know Your Customer) review processes created bottlenecks in customer onboarding. Analysts spent 60% of their time on routine document verification that could be automated, delaying policy issuance by an average of 5 business days.
The Solution
We built AI workflow agents that automatically triage incoming KYC documents, extract relevant data, cross-reference against sanction lists and regulatory databases, and flag high-risk cases for human review. The agents integrate with Salesforce and the company's legacy policy administration system, maintaining complete audit trails.
Technology Stack
Anthropic Claude (document analysis)LangChain (orchestration)Salesforce APIAWS BedrockTemporal (workflow engine)Weaviate (vector DB)
Results & Impact
35% faster
Average onboarding time reduced from 5 days to 3.2 days
60% increase
Analysts now focus on complex cases requiring judgment
99.2%
Document classification and data extraction accuracy
$1.2M annually
Estimated operational cost reduction
Client Testimonial
"The workflow agents handle the routine work flawlessly while escalating edge cases to our team. We've cut onboarding time significantly and our analysts are happier focusing on complex reviews."
Timeline
16 weeks including pilot phase and rollout