Insurance Document Intelligence
Vendors submitting insurance certificates had to manually transcribe every field from a PDF. We automated the extraction and turned a seven step form into a four step confirmation.
Seven steps to upload one document.
Felix is an enterprise procurement platform. Before suppliers can work on a project they have to submit insurance certificates proving they carry adequate coverage.
The certificates are dense, inconsistently formatted PDFs. And before this project shipped, vendors had to read each one and manually transcribe every field: insurer name, coverage value, effective date, expiry date. Then upload the PDF. Then submit.
The same errors kept repeating. Dates in the wrong field, values misread, formats inconsistent. Each mistake triggered a resubmission request.
From data entry to simple confirmation.
Sole designer.
Acting PM.
Our PM had resigned and our Head of Product was on parental leave. I stepped into both roles, owning the problem completely from end to end. Discovery, specification, UX design, integration management and QA all sat with me.
Let the system do the heavy lifting.
Manual data entry became simple confirmation.
Completion time dropped by 50%. Vendors stopped transcribing and started confirming. The compliance task that used to generate errors and resubmission requests became something people could complete without thinking hard.
Back to work