While most organizations struggle to keep pace with an ever-growing volume of paperwork, it gets pronounced and critical in sectors such as banking, financial services, insurance, and healthcare technology.
From insurance forms to applications, PDFs to images, faxes to forms, invoices to handwritten notes, these industries process hundreds of millions of documents every year. Over time, they accumulate a formidable amount of data in all forms and formats, shapes and sizes, which add up to mountains of analog information.
Since the days long before data became the new oil, most of them have been sitting on a goldmine of it.
With the maturing of Agentic Document Intelligence (ADI), what used to be just drudgery can be converted into a valuable asset. ADI offers enterprises, especially in data-intensive sectors such as BFSI and healthcare, an intelligent system that can scan millions of documents, irrespective of their format, structured or unstructured, printed or handwritten, text or images, and extract valuable insights from them.
ADI—The Next Level of Intelligent Document Processing
ADI represents the next level of Intelligent Document Processing (IDP) that is leaps and bounds ahead of traditional Optical Character Recognition (OCR) and Robotic Process Automation (RPA).
It’s about fully autonomous agents that comprehend context, unify data across silos, and transform even the most complex documents into sources of strategic insights.
Intelligent Document Processing can be viewed in terms of their autonomous capabilities as a progression over three broad levels:
- Level 1: No autonomy
- Level 2: Semi-autonomous
- Level 3: Fully autonomous
Agentic vision with finely tuned AI models enables groundbreaking Level 3 autonomy. Table 1 shows a comparison of the three levels of autonomy along with what the next generation of ADI looks like.
| Autonomy à | Level 1 | Level 2 | Level 3 | Next-Gen Level 3 |
| Characteristics | Rule-based, manual coding, template-driven extraction; high human intervention | Semi-automated with machine learning; some adaptability; requires periodic configuration and human oversight | Fully autonomous agentic systems; zero-touch operation; self-learning, continuous adaptation; real-time scalability | All L3 capabilities plus out-of-the-box Extract, Transform, and Load (ETL) capability; revolutionary no- touch ADI; legacy document data extraction with full autopilot feedback loop |
| Benefits | Basic automation; faster than manual processing; low upfront Machine Learning (ML) complexity | Improved accuracy and flexibility; reduces manual coding; handles evolving formats better | Maximum efficiency and scalability; minimal human intervention; processes all types including complex and legacy documents; lower long-term costs | All L3 capabilities plus 100% document extraction; self-learning; zero human intervention; lowest price point; unlimited up/down scalability |
| Challenges | High maintenance; brittle to new/ unseen document types; slow to scale; high manual ETL coding effort for data curation and aggregation | Still requires manual effort to build underlying infrastructure; workflow tuning; occasional retraining | Requires advanced AI infrastructure; initial setup complexity; demands trust and governance for autonomous decisions | No advanced infrastructure required; rack, stack, and run on autopilot; captive deployment; cloud agnostic; enterprise-grade security for regulatory compliance |
| Cost | High CAPEX on software; high OPEX for ongoing manual extraction and maintenance | Moderate licensing and maintenance costs; costs increase with scale and complexity | Potentially higher initial investment but significantly lower operational and scale costs; transparent and usage-based pricing models | No transactional pricing; no hidden costs; can achieve even lower cost than Level 1 and Level 2 solutions |
| Examples | Template-based OCR, RPA bots for invoice data entry, simple macro scripts | Configurable IDP platforms with feedback loops | Fully agentic document intelligence platforms | Very few options available |
Table 1: Performance map comparing Levels 1, 2, and 3 with next generation ADI capabilities.
The next generation of ADI delivers true agentic data extraction capabilities, purpose-built to process 100% of enterprise documents. It enables enterprises to realize Level 3 autonomy, value, and competitive advantage at a price point lower than Level 1 and 2 solutions.
As the world wakes up to the possibilities of ADI, next-generation L3 autonomy is already redefining document processing in many ways:
Enables Flexible, Captive Deployment
It is captively deployable, highly scalable, and proven to deliver enterprise-grade document intelligence. It uses smart agents that automatically understand documents and extract key fields without manual intervention. It offers the lowest TCOC, even costing less than Level 1 and Level 2 solutions. It can scale up seamlessly to process a million pages per day during peak hours and just as easily scale down by deprovisioning resources during low-volume periods, optimizing costs throughout the day.
Automates Maker Function
Its enrichment and extraction capabilities address two distinct aspects:
- The first is data in motion, exemplified by healthcare workflows such as prior authorization, where information is dynamically extracted and processed in real-time.
- The second is data in storage, such as pharmaceutical companies managing FDA documents, where data is extracted and organized into a data store for future retrieval and analysis.
By automating the maker function, enterprises can streamline both real-time processing and document archival workflows efficiently and accurately.
Handles Workflows across Industries
Next-gen ADI shines in its ability to automate document-heavy workflows across sectors, for instance:
- In healthcare insurance, it supports prior authorization workflows, automating complex, data-intensive processes to speed approvals and enhance patient care.
- In the pharmaceutical sector, it handles one-time document ingestion of FDA documents, operating as a “fire and forget” solution where extracted data is stored for future retrieval and compliance purposes.
- For architecture and construction, it manages vast amounts of complex technical data, such as electrical systems schematics, civil engineering assets, and heavy equipment schematic drawings, efficiently processing both data in transit and data in storage to unlock valuable insights from these intricate documents.
Converges Diverse Capabilities
Next-gen L3 autonomy is enabled by a convergence of diverse capabilities including:
- High-performance AI training processors for large-scale deep learning workloads. It offers optimized architecture for efficient, scalable AI model training with lower power consumption.
- Reliable cloud computing platforms for IaaS, PaaS, and SaaS offerings. It supports hybrid and multi-cloud environments with AI, data analytics, and enterprise-ready security features.
- Low-code platforms for process automation and CRM, enabling businesses to design, execute, and optimize customer journeys and workflows with minimal coding effort.
- Data-centric security solutions that protect sensitive data through encryption, tokenization, and access control, helping organizations achieve compliance and reduce data breach risks.
Leverages Models-Agents-Pipelines (MAP) Stack
The MAP stack orchestrates pre-trained vision models with smart, evolving agents that learn from new documents and deploy specialist agentic teams as needed to optimize costs—all with no manual retraining. Such models handle everything including asset identification, denoising, generalized attributions, classification, box identification, and table attribution.
Requires Zero Training
Next-gen L3 agents need no setup—just upload and go, cutting deployment timelines from months to days and democratizing access for every vertical. They seamlessly integrate with any enterprise workflow, cloud or on-prem, removing the pain of legacy system conversion.
Accepts All Document Formats
Faxes, scans, handwritten forms, messy checkboxes, mixed languages—pre-trained models resolve even the toughest visual ambiguity, extracting actionable insights for risk, compliance, analytics, and automation. No Touch, Full Autonomy delivers full autopilot data extraction—even from handwritten, faded, or unpredictable documents—with enterprise-grade accuracy.
Complies with Robust Industry Standards
Next-gen ADI meets industry-specific audit demands, ensuring traceability, validation, and security.
ADI solutions with next-gen L3 autonomy offer a cost-effective solution to enterprises that face scale and complexity problems. They can process millions of documents with greater throughput, lower delays, higher accuracy, and near-unlimited up/down scalability, all while ensuring compliance and data integrity.
They apply intelligence to take mundane, repetitive tasks off human shoulders, eliminating non-intelligent work, and freeing workers to focus on higher-value, higher-skill responsibilities, using AI as a tool to augment human productivity rather than replace it.
Next-gen ADI is the gold standard for the next decade of enterprise transformation. Its autonomous intelligence, unbounded scalability, and radical simplicity have shattered the limitations of legacy document workflows. As ADI adoption surges and the market expands, business leaders must decide—not “if” but “when” they will ride the agentic document intelligence wave.
