Platform
Built for financial advice. Powered by AiDP.
ReLoA is powered by AiDP, our document intelligence platform. That matters because we’re not limited to a fixed collection of extraction templates. Underneath ReLoA is the same infrastructure we use to build, evaluate, test and continuously improve sophisticated document workflows.
When the documents get difficult, we can go deeper. When your requirements are unusual, we can adapt. And when a workflow improves, we can test it against real examples before putting the new version into your operation.
Workflow lifecycle
01
Build
A workflow is built around the documents and the firm's own checklist.
02
Evaluate
Measured against known cases with expected answers, not spot checks.
03
Run
Cases are processed in production with the source retained.
04
Review
Your team confirms, corrects and resolves edge cases.
05
Improve
Corrections become labelled examples and new tests for the next version.
Every review
becomes evidence.
Corrections become labelled examples. Difficult cases become new tests. Real production documents reveal exactly where the workflow needs to improve. AiDP lets us take that evidence, improve the workflow, test the new version against known cases and prove the change before it reaches production.
This isn’t a system that gets configured once and slowly becomes outdated. The operation itself helps create the data needed to continuously improve it.
Evaluation run · charges v12 → v13
Charges — annual management
94.2%
→
99.1%
Charges — fund level
88.6%
→
96.4%
Guaranteed benefits detection
91.0%
→
97.8%
Multi-document consolidation
85.3%
→
93.7%
Promoted to production · 412 known cases re-tested, no regressions
The simplicity of an application. The depth of a platform.
Not a fixed template set
When the documents get difficult, we can go deeper rather than waiting for a provider format to be supported.
Adapted to your requirements
Different data points, case types, outputs and templates — including workflows into Intelliflo.
Proven before production
A workflow change is tested against real examples before it reaches your operation.