Document collector
Super Agent · YP
Drafts each document request and reminder and checks every document as it arrives.
Per open file · ran 7m ago
Run nowFinancial services
Collect every document for the client file
Drafts the document request, reads each document as it arrives and checks that it is complete, in date and legible. Your client manager approves every message and signs off the file.
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When
When a client file needs documents
Systems
OutlookClient portalSharePointDocuSignMode
Drafts and checks. Your client manager approves
Problem
A client file needs IDs, extracts, articles, structure charts and source-of-funds documents. Each one is requested, chased, opened, checked for validity and filed. Most of the back-and-forth runs through email.
What it does
YP builds the checklist for the client type, drafts the request and reads each document when it arrives. It checks validity dates, names and completeness, files it in the client file and drafts reminders for what is still missing.
How it works
See exactly how the work gets done.
YP lists the documents that each client file needs. The list of required documents follows your own checklist per client type and risk class.
The document request is drafted and held for approval. It goes out by email or through your client portal once your client manager has approved it.
Each document is checked when it arrives. The check covers expiry dates, names, signatures and legibility, and any gaps are noted.
Reminders are drafted for the documents that are still open. They follow your schedule and name the exact document. Your client manager approves them in one batch.
Your client manager signs off the complete set of documents. The client manager reviews the set and passes it to compliance. No request or reminder goes out without their approval.
The outcome
Your client managers stop chasing by hand. Every file shows what is in, what is checked and what is still open.
01
1 checklist per client
With the status of every document
02
Every document checked
Expiry date, name, signature and legibility on arrival
03
Client manager approves
Every request and reminder, then signs off the file
For your numbers
YP drafts every reminder and checks each document on arrival, so files are complete sooner and your client managers spend their time with clients.
How it runs
Designed for enterprise.
Private
Runs on your infrastructure. Drawings, prices, client and claims data never train a model.
Explainable
Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.
Traceable
Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.
Your systems
Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.
Not sure where to start?
Put AI to work on your most complex workflows.
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