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Services / Intelligent Document ProcessingIntelligent Document Processing

Turn documents into auditable data.

SBL builds document AI pipelines for records, forms, contracts, claims, archives, reports, and high-volume operational documents. We combine OCR, classification, extraction, validation, human review, and workflow integration so document work becomes measurable and traceable.

Book an IDP workflow review →
01 Position

How do you turn documents into validated, searchable, auditable data without losing chain of custody or exception control.

Document reality firstLayouts, handwriting, scans, tables, stamps, attachments, and poor originals shape the pipeline design.
Validation before automationExtraction is only useful when confidence, review, correction, and exception handling are built in.
Auditability by designEvery document, field, review, correction, and export needs a traceable path.
Workflow integrationThe output must feed the systems, queues, reports, and decisions that consume document data.
02 Capabilities

Intelligent Document Processing capabilities. Built for production.

How do you turn documents into validated, searchable, auditable data without losing chain of custody or exception control?

Capability 01
OCR and handwriting recognition
Process scanned records, forms, archives, and mixed-quality originals with tuned recognition workflows.
Control - OCR-quality controlOutcome - production-ready delivery
→
Capability 02
Document classification
Identify document types, packets, attachments, versions, and routing categories.
Control - Chain-of-custody controlOutcome - production-ready delivery
→
Capability 03
Field extraction and validation
Extract structured data, compare against business rules, and flag exceptions for review.
Control - Layout variability controlOutcome - production-ready delivery
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Capability 04
Human review workbenches
Give reviewers queues, confidence scores, source images, correction tools, and audit history.
Control - Compliance controlOutcome - production-ready delivery
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Capability 05
Search and archive enrichment
Create searchable records, metadata, indexes, and controlled access for operational and research use.
Control - Downstream-error controlOutcome - production-ready delivery
→

Production controls include ocr-quality control, chain-of-custody control, layout variability control.

Book an IDP workflow review →
03 Stack and integration

Built around your operating stack.

OCR engines, handwriting recognition models, layout models, document AI services, Python, PyTorch, OpenCV, Tesseract where appropriate, cloud OCR services, LLM extraction, vector search, workflow engines, document management systems, SharePoint, S3, Azure Blob, databases, APIs, CRM, claims platforms, archive platforms, and reporting tools.

Stack spine

Built around your environment.

Document processing connects OCR, layout models, extraction, review queues, storage and downstream business systems.

API
Integration
Cloud
Deployment
Ops
Support
Stack 01

OCR engines

Core delivery surface.

Stack 02

HWR models

Integration option.

Stack 03

Layout models

Integration option.

Stack 04

Document AI services

Integration option.

Stack 05

Python & PyTorch

Integration option.

Stack 06

PyTorch

Integration option.

Stack CTA

Discuss your stack

→
04 Industry applications

Applied where
the work happens.

The same service takes different shapes depending on data sensitivity, operating risk and the systems already in place.

B / 01BFSIclaims documents, KYC packets, compliance evidence, loan files, policy records, customer correspondence.→H / 02Healthcarepayer documents, referral packets, administrative records, claims attachments, RCM workflows.→P / 03Public sector and archiveslegislative records, historical collections, public records, research access, publication review.→E / 04Energyfield reports, asset files, compliance submissions, environmental documentation.→M / 05Manufacturingquality forms, supplier certificates, maintenance records, inspection reports.→P / 06Publishing and researchdigitization, transcription, metadata creation, copyright review, searchable archives.→

4,000+ projects delivered across regulated and operationally complex industries.

05 Delivery method

From decision to
production.

Each engagement moves from workflow clarity to architecture, build and operating ownership with measurable checkpoints.

Stage 01

Sample

Review document types, quality, volume, fields, downstream systems, and accuracy requirements.

2 - 4 weeks
Stage 02

Design

Define classification, extraction, validation, review, audit trail, and export architecture.

3 - 6 weeks
Stage 03

Process

Build the ingestion pipeline, reviewer workbench, QA routines, integrations, and batch reporting.

8 - 24 weeks
Stage 04

Improve

Monitor accuracy, exception rates, reviewer corrections, throughput, and downstream data quality.

Ongoing
07 Why SBL
20+yrs

SBL brings software engineering, data operations and delivery governance into one accountable team.

"They have a high level of expertise working with a range of historic documents. Since 2015, we have completed 247 projects with them."
Rose Staveley-WadhamData Operations Manager - FindMyPast
08 Engagement models

Choose the right shape for the work.

Start with a focused assessment, a defined build, a dedicated team or managed operations depending on risk, scope and ownership.

01

Document assessment sprint

Best for samples, field mapping, accuracy targets, and business case.

Best for samples, field mapping, accuracy targets, and business case.
02

Fixed-scope IDP build

Best for one document family or workflow.

Best for one document family or workflow.
03

High-volume processing program

Best for large backfiles, archives, or operational document streams.

Best for large backfiles, archives, or operational document streams.
04

Managed document AI operations

Best for ongoing ingestion, review, reporting, and quality improvement.

Best for ongoing ingestion, review, reporting, and quality improvement.
09 Contact

Send us the document set that slows the work down.

We will review document types, quality, fields, routing rules, and audit requirements before recommending the first production release.

Reply within one business dayNDA available before technical discussionsSenior delivery input from the first callClear recommendation, whether we work together or not