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Product description
Our AI-Assisted Document Classification Workflow leverages Generative AI to automate and efficiently classify larger volumes of documents into relevant categories, while ensuring complete human oversight for accurate and reliable results. The solution is used to clean up and structure companies’ data universe, classify documents based on their sensitivity or to structure them into completely customized categories.
More details
AI-Assisted Document Classification is an AI-powered solution designed to automatically scan and classify large volumes of documents. By analysing both content and metadata across all file formats, it assigns documents to predefined or custom category hierarchies to streamline information management, enforce policies (like sensitivity or retention) and improve organization according to client-specific needs. Implementation can occur as a service, with data processed on EY servers, or directly at the client's premises.
Automated Classification: Assigns documents to category hierarchies using AI by analysing content and metadata.
Customizable Categories: Allows clients to define specific category structures tailored to their needs (e.g., sensitivity, retention, schedules, risk, etc).
Metadata & Content Analysis: Considers both the data within documents and their associated metadata for accurate classification.
Comprehensive File Support: Compatible with a wide array of document file formats.
Human-in-the-Loop: Integrates AI decisions into workflows that allow for complete human oversight and validation.
Efficiency Gains: Increases process speed and consistency compared to manual review, reducing associated time and costs.
Risk Reduction: Ensures consistent application of policies and avoids risks associated with inconsistent or lack of document classification.
Sensitivity Labeling: Automatically classifying documents based on sensitivity levels (e.g., Public, Internal, Confidential).
Retention Policy Enforcement: Assigning appropriate retention schedules to documents based on content and regulatory requirements.
Custom Data Organization: Clustering documents into client-defined categories for specific projects, departments or knowledge management purposes.
The solution offers flexibility with implementation options, including directly on the client’s side, allowing data to potentially remain within the client’s infrastructure and control. The integration of complete human oversight into the workflow ensures transparency and provides a mechanism for validating AI-driven classifications, building trust in the process outcomes. The system’s consistent application helps reduce compliance- and classification-related risks.
Tool in three steps
1. Define categories relevant for the categorisation of Documents
2. Let Generative AI do an assessment of each file and classify it according to its content
3. Fully automated classification of documents with option to manually review & verify
