Overview
The Assembler unifies documents from across your flow (Receiver, Splitter, Extractor, and more) into coherent cases such as mortgage packages, KYC files, medical records, or employment dossiers. Using rule-based logic, AI-driven matching, and extracted metadata, the Assembler ensures that every relevant document is grouped together and enriched over time. Cases remain dynamically open inside the Archiver, updating automatically as new documents arrive.
Capabilities
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Automated Case Collation
Combine related documents from multiple nodes into unified cases using rules, AI understanding, or extracted annotations.
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Continuous Case Updating
Keep cases 'open' in the Archiver so new documents are automatically added as they arrive.
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Document Resorting
Reorder and organize documents within a case using content, metadata, or predefined templates.
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AI Coach Training
Teach models what documents belong together through simple example-based learning.
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Checklist-Guided Assembly
Assemble cases based on an expected document list pulled via the Receiver from APIs, databases, or internal repositories.
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Multi-Source Fusion
Collect documents arriving from scanners, uploads, mobile apps, or API streams and assemble them into complete packages.
Benefits
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Zero Manual Case Building
Eliminate the repetitive task of manually matching related documents.
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Higher Processing Accuracy
Well-formed cases improve downstream verification, compliance, and decision workflows.
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Real-Time Case Completion
Documents added instantly as they arrive, reducing delays and manual tracking.
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Predictable Structure
Cases follow predefined layouts, improving consistency across teams and audits.
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Business-Aware Assembly
Uses checklists, AI, and rules to reflect how your organization defines a complete case.
FAQ
It uses a combination of content analysis, extracted metadata, business rules, and AI Coach training to group documents accurately.
Yes. Each case type can have its own checklist of required documents, pulled dynamically from APIs or databases.
The Assembler keeps cases open and updates them in real time. The case is only "closed" when your workflow decides it's complete.
Absolutely. Case state management allows humans to inspect, enrich, or approve cases before advancing them.
Yes. Any document that passes through Receiver, Splitter, Extractor, or external integrations can be automatically routed into a case.