Instabase Use Cases

Instabase provides solutions across multiple industries. The Instabase Automation Platform for Unstructured Data is capable of automating a large number of complex end-to-end workflows. Request a demo of our most popular use cases or schedule a meeting to discuss your unstructured data use case.

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  • Grants Management
  • Grants Management

    Grants support critical recovery initiatives, innovative research, and many other programs that help fund ideas and projects to provide public services and stimulate the economy for our citizens. Unfortunately, the process is laden with massive document processing challenges that are inefficient and ineffective to run a process as paramount as this one.

    Instabase finds, extracts, and summarizes information about prospective grantees from documents that are often hundreds of pages long. With Instabase, agencies can reduce the time spent on an assessment from hours to minutes, so administrators can make decisions more quickly and allow these critical initiatives to get underway.

  • Mailroom Automation
  • Mailroom Automation

    Large agencies are inundated with physical mail, emails, web forms, faxes, and other forms of written communication. 

    Instabase helps mailroom professionals automatically classify incoming correspondence so they can quickly triage and prioritize the most important content. The platform digitizes, classifies, and extracts relevant information from unstructured documents, reducing errors and operational costs in the process.

  • Lockbox Automation
  • Lockbox Automation

    Federal agencies receive frequent payments and documents by mail and use lockbox services to help reduce expenses, improve cash flow and update their accounting systems quickly.

    Instabase can automate the processing of the lockbox payments providing massive savings to the agency and citizens, and providing for a more efficient and effective system leveraging our deep learning capabilities and ability to handle highly variable document types.

  • Contract Management
  • Contract Management

    Contracts that outline terms and conditions of transactions, funding arrangements, and other deals often refer to specific FARs and other variables that can change over time. Manually comparing contract versions is time-consuming and costly.

    Through powerful deep learning capabilities, Instabase can help contracting officers and legal authorities quickly and accurately review documents, reduce risks associated with contract changes that could impact the agency, and speed up the process of closing transactions.

  • Application Processing
  • Application Processing

    Agencies managing immigration processing and security clearances receive thousands of highly variable documents and data types, often in unstructured and unpredictable formats.

    Instabase helps automate the processing of applications, transactions, legal documents, and payments all with varying degrees of instructions. This works to reduce not only the risk of fraud and error but also the manual processing across the federal government.

  • Fraud Detection & Verification
  • Fraud Detection & Verification

    Efficiently helping agencies identify and mitigate fraud is a critical service to the citizen and taxpayers.

    Instabase can automatically understand data from a wide variety of disparate data sources and document types, detecting and verifying fraudulent activities and help reduce the heavy manual burden on your agency employees.

    The platform helps efficiently develop a workflow to identify the fraud, provide an excellent employee and customer experience, and bring an end to fraudulent behaviors in your agency.

  • Benefit & Claims Mgmt.
  • Benefit & Claims Mgmt.

    Benefit and claims management involves a number of complex, highly variable, and often problematic documents laden with significant risks. It is a process heavily reliant on manual processing from functions across managerial, customer service, and administrators but where customer demands accuracy and speed.

    With capabilities to extract complex data and tables from several unstructured documents, Instabase helps reduce the time that benefit and claims processors spend on costly manual processes and allows them to spend their time on more important mission-oriented tasks instead.

  • Tax Processing Automation
  • Tax Processing Automation

    Streamline the tax process to enable citizens to access the resources they need, speed up time-to-value, and improve the overall experience. 

    Instabase enables automation of extraction from W-2 forms, 1099s, company returns, share certificates, credit reports, bank statements, legal documents, etc. The data is validated by checking multiple sources, public and private, for both the company and associated individuals to ensure compliance and regulatory adherence.

  • Human Capital Management
  • Human Capital Management

    Human Capital Management is a strategic priority for every agency that targets the processes surrounding an organization’s most vital asset — its people.  

    Through automation in document understanding, Instabase can help teams provide efficient and prompt service to government employees and service members.

    • Subcategories: 
      • Service Member Health Assessment
      • Maintenance Record Analysis
      • Clearance Processing 
  • Intelligence Analysis
  • Intelligence Analysis

    Quickly identifying critical pieces of intelligence for review is a manual process that requires valuable subject matter expertise time.

    Instabase’s deep learning classification and natural language processing capabilities accelerate this process to quickly get critical information in the hands of decision makers.

  • Security Clearance Processing
  • Security Clearance Processing

    Continuous monitoring and evaluation of current and prospective clearance holders is laden with a heavy document process including accurate records of tax filings, child support payments, bank accounts, and debts. 

    Instabase can automatically extract information pertinent to security investigators while also automatically identifying conditions that require additional information or clarification from the applicant.

  • Maintenance Record Analysis & Mgmt
  • Maintenance Record Analysis & Mgmt

    Given the complex documents involved, maintenance record analysis is slowed by human review requirements.

    With capabilities to automatically split up document packets, digitize, extract and validate highly variable data from documents, Instabase can enable maintenance operators to focus on assessing risk and making decisions that expedite the manual efforts in use today.

  • Supply Chain Management
  • Supply Chain Management

    Effective and efficient DoD supply chain management is critical for supporting the readiness and capabilities of the armed services. Delivering decisive advantages to our warfighters in a dynamic threat environment is critical for the success of DoD.

    Instabase can access data from existing locations (emails, portals, data stores), digitize, extract and validate required data to then pass on to further downstream systems (e.g. CRM, Client Portals).

  • Insurance Submissions
  • Insurance Submissions

    Transform the submission process by unlocking data trapped in messy and unstructured loss runs, exposure schedules, and submission documents. Reduce error rate, decrease handling times, and increase the capacity of underwriters.

  • Utilization Management
  • Utilization Management

    Utilization Management prevents fraud by assessing the cumulative usage of healthcare plans by patients. This analysis typically happens as part of claims adjudication, either to proactively or retrospectively prevent misuse or overpayment.

    Instabase uniquely helps health insurance payors with utilization management by increasing accuracy and reducing the processing time.

  • Trade and Settlement Instr.
  • Trade and Settlement Instr.

    Transaction instructions for payments and settlements such as SWIFT, faxes, emails, are received in enormous volumes by banks, often in unstructured and unpredictable formats.

    Instabase offers the ability to understand, act, and reconcile these trade and settlement instructions at speed, helping banks reduce the risk of fraud and error, and reduce manual processing in captial market businesses.

  • Structured Finance
  • Structured Finance

    The plethora of complex documentation in Syndicated Lending, CLOs, ABS / MBS, and other structured finance transactions needs a huge investment of time from bankers and lawyers to just access the required data. 

    Instabase automates the extraction of data even from long, complex legal contracts — giving back time to bankers and lawyers to better manage transaction risk and client discussions.

  • Small Business Lending
  • Small Business Lending

    Documents to establish credit-worthiness of small businesses like bank statements, tax returns, registration certificates, passports, invoices, etc. have a high degree of variability and slow down lending decisions.

    Instabase automatically extracts data from these documents to speed up lending decisions, helping banks efficiently scale up accounts, provide an excellent customer experience and become a trusted partner for small businesses.

  • Risk Management
  • Risk Management

    The Risk Management (or Adjustment) process primarily takes place in Medicare, where the payor is the administrator of plans that are paid by the U.S. Government through CMS. Both as an ongoing activity as part of Claims Adjudication, or a one-off audit exercise, this involves evaluating medical records to identify conditions that can be coded to map with the CMS database (ICD10) and receive payouts accordingly.

    Instabase uniquely helps payors with the automation of the medical coding process, creating more accuracy in the process and saving costs.

  • Reporting
  • Reporting

    Timely, accurate, and comprehensive reporting, both for investors and regulators, is the cornerstone of Asset management and administration services. However, unstructured data trapped in complex documents makes this task onerous, time-consuming, and error-prone. 

    Instabase can help with highly complex reporting requirements in use cases like Look Through reporting, ESG reports, portfolio valuations and investor reports, etc, by automatically extracting and validating required data accurately and rapidly.

  • Remediation & Compliance
  • Remediation & Compliance

    Several document types with high complexity require to be reviewed under stringent deadlines in large-scale remediation programs, for regulatory and compliance reasons.

    Instabase helps compliance and remediation teams meet regulatory requirements in a timely manner by automating extraction and validation of unstructured data, without the need to hire manual workers to meet deadlines.

  • Provider Enrollment
  • Provider Enrollment

    Payors enroll large number of providers across their networks, and frequently manage their status to ensure smooth day-to-day operations. This involves gaining an understanding and evidencing key data points that are included in documents.

    Instabase helps payors automate the whole process, reduce friction, and deliver faster outcomes with lower costs.

  • Provider Claim Editing
  • Provider Claim Editing

    Incoming claims need to be ingested, classified, reviewed, and then reformatted into a data schema that each individual payor can consume. This applies to both structured claims and unstructured claims that involve documentation. 

    Instabase uniquely helps health insurance payors during the steps preceding adjudicating the claim by automating the process, increasing accuracy, and reducing the processing time.

  • Procedure Code Mapping
  • Procedure Code Mapping

    When providers deliver service to patients, payors reconcile and calibrate the codified details of the procedure. This includes details about the service type, medical condition, quantities, and provider – which are codified in CPT and ICD10 codes.

    Instabase’s intelligent document processing unlocks this data with the highest accuracy to ensure downstream billing processes are correct.

  • Portfolio Insights
  • Portfolio Insights

    True value addition for clients comes from leveraging data to derive insights, predict trends, enhance returns, and better manage portfolio risk. Investment managers leave huge value un-accessed because the required data is trapped in unstructured, complex documents. 

    Instabase can help automatically extract data, both structured and highly unstructured, rapidly and accurately, to offer the basis for investment managers to derive powerful insights that drive better decisions.

  • Patient Registration
  • Patient Registration

    Payors need to understand specific details about a prospective patient in order to onboard them to their service. This is typically completed through digital channels, and takes a combination of structured data intake (e.g. online form) and supplementary documents to evidence certain attributes (e.g. proof of address).

    Instabase enables payors to automate, validate and extract relevant information from complex documents, and help them serve customers faster, thereby improving time-to-value.

  • Mortgage Lending
  • Mortgage Lending

    Income and identity documents like Payslips, Bank Statements, create bottlenecks in mortgage origination journeys as their variability means they need to be manually reviewed.

    Instabase automatically splits up document packets, digitizes, extracts and validates borrower data from documents, enabling underwriters to focus on risk assessment and decision-making to grow the mortgage book without growing costs.

  • Medical Claims Processing
  • Medical Claims Processing

    Many P&C insurance products can result in medical claims. Examples are bodily injury claims and workers compensation claims. Medical records are highly unstructured with free text and handwriting.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves adjuster capacity, cycle time, and customer service.

  • Loss Runs
  • Loss Runs

    Loss Runs are complex tables containing the claims history on a business line basis. These documents are can come in any file format (e.g. PDF or Excel) and are highly variable in lay-out due to the large number of carriers. As a result, these documents usually need manual processing.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.

  • Long Term Care
  • Long Term Care

    Long Term Care claims are essentially complex invoices and hourly statements. They are highly variable due to the number of medical providers and standards, and are also frequently faxed in low quality. As a result, they usually require manual processing.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.

  • Life Insurance Underwriting
  • Life Insurance Underwriting

    When the age & amount exceeds thresholds for simplified underwriting, life underwriters typically request an Attending Physician Statement (APS). This medical record is highly unstructured and frequently contains handwriting and tables.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.

  • Life Insurance Claims
  • Life Insurance Claims

    Life insurance claims typically require the original policy, a death certificate, first responder reports, and medical records. These documents are highly unstructured and require manual data extraction.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves adjuster capacity, cycle time, and customer service.

  • Invoice Processing
  • Invoice Processing

    The latter phases of revenue cycle management focus on preparing for payment. This involves evaluating and reconciling incoming invoices and remittance-related documents to understand which balances are due, to whom, and by when.

    Instabase uniquely helps health payors by automatically extracting the relevant information from complex invoices and matching this information against internal or external databases for validation and payment decisions.

  • Investment Instructions
  • Investment Instructions

    Investor Services teams deal with large volumes of lengthy, semi-structured documents with multiple pages of information about the investor, the investment, and the terms and conditions governing the pledging of funds.

    Instabase helps transform end-to-end processes by automatically extracting and validating data from these complex documents, reducing risks and costs, and delivering a superior customer experience.

  • Group Benefits
  • Group Benefits

    Group Benefits refer to a range of products such as life insurance, short-term disability, health, and more. Onboarding of employees requires an understanding of tax data, KYC, and census data. Claims nearly always involve medical documents. All this data has high variability requiring manual processing.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.

  • Disability Claims
  • Disability Claims

    Disability claims frequently require medical records, first responder reports, and claims forms. These documents are typically unstructured or semi-structured, and frequently require manual processing.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.

  • Contract Comparison
  • Contract Comparison

    Legal contracts that outline terms and conditions of transactions, funding arrangements, and other deals often refer to specific interest rates, regulations, and other variables that can change over time. Manually comparing contract versions is time-consuming and costly.

    Instabase uses powerful deep learning capabilities to help investment bankers and lawyers quickly and accurately review documents, reducing risks associated with contract changes that could impact the deal, and speeds up the process of closing deals.

  • Consumer Lending
  • Consumer Lending

    Payslips, Bank Statements, Broker Statements, Tax Returns and other income verification documents require manual review, and slow down time-to-decision and time-to-cash in consumer lending.

    Instabase automatically splits up document packets, digitizes, extracts and validates borrower data from documents, allowing lenders to achieve a streamlined underwriting process with faster decisions, lower costs and more scalability.

  • Commercial Lending
  • Commercial Lending

    Payslips, Bank Statements, Broker Statements, Tax Returns and other income verification documents require manual review, and slow down time-to-decision and time-to-cash in consumer lending.

    Instabase helps in streamlining the underwriting process by transforming the end-to-end borrower experience with automated document understanding.

  • Client onboarding and KYC
  • Client onboarding and KYC

    Documents such as Certificates of Incorporation, Board Resolutions, Company Returns, Tax Registration certificates, Directors Lists, and others, in the commercial onboarding process are inherently unstructured, requiring extensive manual review.

    Instabase automates extraction of data, validations across both external and internal sources, for both the company and associated individuals, to help streamline the onboarding process. Banks can thus have clients join their business faster, speed up time to value, and ensure compliance and regulatory adherence.

  • Bordereaux Processing
  • Bordereaux Processing

    MGA, MGUs, Carriers, Reinsurers, TPAs, and other partners exchange updates on claims data in the form of bordereaux (BDX) reports. Due to high variability and lack of standardization this is frequently a labor intensive and manual process. Transform the bordereaux process by automating the extraction of relevant fields from complex variable BDX reports to reduce processing time and expenses and increase insights & control.

  • Bereavements
  • Bereavements

    Documentation involved in account closure and customer offboarding is highly variable and difficult to acquire, amidst a stressful business process.

    Instabase helps bereavement teams automate extraction of data from complex documents, to provide compassionate, prompt service to those whose loved ones have died, while reducing monthly redress and its attendant costs.

  • Appeals & Denials
  • Appeals & Denials

    As part of the adjudication process, claims are either approved, denied, or require more information. This result in a range of manual tasks that need to occur in order to manage appeals from patients, investigations, and administration of denials — creating a cost center within the revenue management cycle.

    Instabase uniquely helps health insurance payors during the adjudication process by increasing accuracy and reducing the processing time.

  • Account Opening/ Consr. Onboarding
  • Account Opening/ Consr. Onboarding

    Customer documents like Passports, Drivers Licenses, Proofs of Address, Employment Letters are highly variable and unstructured.

    Instabase automatically digitises KYC documents, extracts and validates required data to then pass on to further downstream systems (e.g. CRM, Client Portals), to reduce processing time, save costs and improve customer experience.

  • Account Opening
  • Account Opening

    Documents to prove identity as well as proof of ownership and value of assets, including passports, share certificates, broker valuations, fund valuations, LP and GP agreements and more are highly unstructured documents that require processing during account opening.

    Instabase helps asset managers automatically understand variable unstructured documents, to onboard investors faster, while also automating compliance, reducing manual processes, and scaling the business without a corresponding scale in operational costs.

  • Policy Management
  • Policy Management

    The policy admin system performs ratings, provides quotes, binds, and issues the policy. It is also used for endorsements and renewals. Remove remaining manual steps in policy management to reduce the error rate and expenses, and decrease handling time by automating steps such as the policy check.

  • Quotation Documents
  • Quotation Documents

    Quotation documents hold a lot of complex information, typically in tables, on information such as exposures, inclusions, and exclusions. They are highly variable. As a result, brokers typically need to process them manually.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.

  • Complex Claims
  • Complex Claims

    Many complex claims require a field adjuster or a specialist to inspect damages on-site. This important work produces reports that are fundamentally unstructured.

    Instabase helps automatically extract relevant data out of these documents to automate an end-to-end workflow that improves adjuster capacity, cycle time, and customer service.

  • Commercial Submissions
  • Commercial Submissions

    Commercial broker submissions, including broker presentations, schedules of value, and loss runs, are fundamentally unstructured.

    Instabase helps to automatically extract relevant data out of these documents to automate an end-to-end workflow that improves underwriter capacity, cycle time, and customer service.