fileShield

Agentic case management for insurance and financial services

fileShield turns nuanced, context-heavy consumer data into validated, governed intelligence that FSI service providers can trust. So you can scale with agility, localize quickly, and differentiate on customer experience whilst only paying for delivered outcomes, not effort.

Trusted across enterprises

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Agents & Core capabilities

The intelligence layer that harmonizes agent workflows into a single governed platform

Case intake

Claims

Policy ops

Underwriting

Onboarding

Route & log cases as they enter your inbox

Capture cases from an email/API source

Read the email thread and its attachments as one conversation. Identifies intent, urgency, customer, product and risk, then extracts case facts and detects missing information.

Categorize and route by case type

Matches the correct case type, owner and next workflow. Drafts an appropriate acknowledgment.

Automatically log new cases

Create a case with unique identifier and populate with collected data.

Automate SOP-driven claims processing workflows

Verify document completeness

Understand how claim package files are related, review for missing proof and surface any suspicious evidence.

Assess policy coverage

Test the claim against policy terms and eligibility.

Evaluate claims for review & investigation

Low-complexity cases are routed for STP, while non-STP cases are reviewed with human-in-the-loop checks.

Generate assessment report

Decision-ready assessment and audit evidence is delivered for straight-through action or human review.

Strengthen policy operations management

Ingest policy packets

Recognise new-business, renewal, endorsement and servicing packets, and identify the document and form version.

Understand what changed

Read clauses, limits, schedules and parties, then compare against the approved policy and existing record.

Validate the update

Detect missing or contradictory information and confirm the change is complete and consistent.

Post or flag exceptions

File the correct policy data and documents into the policy admin system, or return an actionable exception.

Streamline commercial underwriting

Centralize underwriting sources in a single record

Ingest broker emails, customer profiles, UW guidelines and risk data into one connected record.

Validate documents against guidelines

Normalize data, flag missing information and use Forensics to surface inconsistencies across documents.

Route to various authority levels for risk assessment

Validate against UW and RI guidelines, score risk and route approvals to the right authority.

Draft policy and pricing recommendations

Prepare decision-ready policy report with risk narratives, pricing recommendations and quotation model.

Automate KYB / KYC workflows with assurance

Verify document packs

Ingests identity, company, ownership and supporting documents, extracts and resolves people and entities, and flag for suspicious evidence or poor document integrity.

Resolve any discrepancies and assess for risk

Builds the ownership and beneficial-owner picture, compares declared information with approved external data, and detects missing evidence and contradictions.

Generate risk assessment record

Traceable risk and evidence summary is delivered for audit, human review when necessary across the compliance workflow.