ReLoA is a solution designed to streamline the Letters of Authority (LOA) process for UK pension advisers. It leverages Artificial Intelligence (AI) to automate the extraction of crucial information from pension transfer documents (and not only), enabling advisers to save significant time and improve accuracy.

The adviser dashboard provides a central hub for managing the LOA process. Advisers can:

- Upload client documents.
- Select the appropriate checklists.
- Initiate information extraction.
- Review extracted information and explanations.
- Edit answers and train the model (human-in-the-the-loop).
- Download completed checklists with audit trails.

- ReLoA utilises locally hosted LLMs trained specifically for the pension domain. This ensures data security   and avoids potential   privacy breaches associated with public AI models.
- You decide which data is stored on the ReLoA server and for how long by uploading and deleting data.
- Servers are hosted exclusively in UK.
  For customers in the EU an instance of the service is available as well in the EU jurisdiction. No    information is shared    between the two instances.

- Explainable AI: ReLoA provides explanations for its answers, enhancing transparency and user trust.

- Source Highlighting: The system highlights the specific location in documents where answers are found, facilitating verification.

- Human-in-the-Loop: Advisers can edit answers, train the model with missing information, and collaborate with the AI to ensure accuracy.

ReLoA is designed from the ground up based on the needs of UK financial advisors and integrates seamlessly into existing workflows, minimising disruption.

- Document Processing: CodePan can process various document formats, including PDFs, CSVs, and scans with embedded OCR (Optical Character Recognition).

- Customisable Checklists: Advisers can create and utilise standard or client-specific checklists to ensure all necessary information is extracted.
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- Integration with CRM Systems: Integration with popular CRM systems is to be soon released, further enhancing user experience.

Benefits to Advisers

-Reduced Time Spent: ReLoA automates information extraction, freeing up valuable adviser time for client interaction and strategic planning.
‍-Improved Accuracy: AI-powered extraction minimises human error and ensures consistent information gathering.
‍- Streamlined Workflow: ReLoA integrates seamlessly into existing workflows, minimizing disruption.
‍- Data Security: Local hosting of the LLM safeguards sensitive client information.

Benefits to Clients

- Faster Service: Advisers can complete LOAs more efficiently, leading to quicker turnaround times for clients.
- Reduced Errors: Accurate information extraction minimises the risk of errors that could delay or impact transfers.
- Greater Transparency: Clients benefit from a clear audit trail documenting the LOA process.