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Case 07

Technical Document and Compliance Review

The review takes expertise. Finding the evidence does not.

Today

Technical and compliance teams review large volumes of specifications, certificates, standards, supplier documents and test reports.

Who does the work

Today6 of 6 with a human
With workflow1 of 6 with a human
  1. 01Classification
  2. 02Requirements extraction
  3. 03Evidence research
  4. 04Comparison with requirements
  5. 05Risk and exception detection
  6. 06Expert review
One mark: one work step, in workflow order. Today a person handles each of them.

What it is measured by

  • Review time
  • Documents per reviewer and day
  • Missed findings

The workflow

  1. Comes in

    Specifications, certificates, test reports

  2. AI understands

    Requirements and where the evidence is

    • Classify documents
    • Extract requirements
    • Find evidence in the document set
  3. Software checks

    Defined requirements and formalities

    • Comparison with the requirements
    • Formal conditions
  4. Lands with a human

    Reasoned findings with their evidence

    • Which requirement is affected
    • Which document passage serves as evidence
    • Why the case was escalated
AI prepares the compliance review. The decision stays with the responsible human.

Selected cases from engineering, finance, purchasing, sales, marketing, support, legal and content.

  • Case 01

    Data capture from approved documents

    Models propose, code decides. Code reads what it can read reliably. AI fills in the rest. The human reviews instead of typing.

  • Case 02

    Articles from Researched Sources

    Not every draft has to succeed. Only what passes the review gets published. AI writes. Rules decide what moves on. Humans set the rules.

  • Case 03

    Social Media Posts for Every Article

    Nobody writes posts anymore. A human decides what a post may do. AI picks and writes. Code checks and posts. A human sets the rules.

  • Case 04

    Inquiries Captured in Conversation

    A form asks what it knows. A workflow rarely fits into the first sentence. The agent asks. Software checks the brief. Only what a human approves is sent.

  • Case 05

    Invoice and Purchase Order Verification

    The standard case is rarely the problem. The effort comes from the deviations. Automate the standard. Give humans the exceptions.

  • Case 06

    Quote Preparation from Customer Inquiries

    The information for a quote already exists. It is just scattered. AI prepares the quote. The expert makes the decision.

  • Case 08

    Customer Support → Engineering

    The bottleneck is not the technical analysis, but the missing context. Engineering gets the relevant context before the actual analysis begins.

  • Case 09

    Supplier Comparison in Purchasing

    Every offer arrives in a different format. Comparison starts once they all look alike. AI structures the comparison. The purchasing decision stays with the human.

  • Case 10

    Contract and Order Review

    The goal is not to approve contracts automatically, but to find deviations reliably. AI finds, structures, compares and escalates. Humans decide and take responsibility.

  • Case 11

    Master Data Cleansing and Entity Resolution

    One company, three spellings, two IDs. An exact match will not find it. AI finds candidates. Rules limit the matching. Humans decide when in doubt. Only then does the system write.

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