From mailbox to validated data
Many document workflows start in a shared inbox: AP invoices, claims evidence, KYC packets, vendor onboarding files, borrower documents, proof of delivery, and tax source documents. Cogneris can ingest attachments, classify each file, extract structured fields, validate the result, and route exceptions before data reaches the system of record.
Shared inbox intake
Monitor aliases, parse attachments, group related files, and keep sender context with the document packet.
Missing-file follow-up
Compare each case against a checklist and generate precise requests for the documents still missing.
Webhook delivery
Send approved JSON, citations, validation state, and review metadata to your workflow system.
Use cases
| Workflow | Documents | Destination |
|---|---|---|
| Accounts payable | Invoices, POs, receipts, statements | ERP, AP queue, exception review |
| Lending | Bank statements, tax returns, IDs, paystubs | LOS, underwriting queue, customer portal |
| Claims | FNOL files, repair quotes, proof of loss, photos | Claims platform, fraud review, adjuster queue |
Why not just forward attachments?
Forwarding attachments leaves the hard work in the next queue. A production email document workflow needs document classification, deduplication, schema extraction, table parsing, validation, low-confidence review, signed webhooks, and an audit trail that ties every output to the original message and page evidence.