Document Intelligence
Extract facts, risks, obligations and actions from business documents, with structured findings for your team to review.
Understand what the document says Explore Document IntelligenceAI, assurance and human expertise
AI-assisted work you can defend.
Understand documents, check company standards, research a question, or bring in expert support. Choose the service your work needs, with evidence and clear responsibilities behind it.
Choose your service
Start with the work.
Choose the right support.
Analyse a document, assess against company standards, investigate a question, or work with an expert. Each service has its own scope and review process.
Self-Service Assurance
Check documents against your company’s approved requirements. Trace each finding to the evidence and standard version used.
See where the evidence meets the standard Explore Assurance plansResearch
Define a question and agree the scope. Build an evidence-based report, independently reviewed before release to you.
Investigate a question with a clear scope Explore ResearchExpert Engagements
Work with consultants and reviewers on an agreed business problem, with evidence, decisions and release responsibilities recorded.
Bring expert judgement into the work Explore the pilot engagementThe OCTA operating model
How the work stays accountable.
Your business context. Your standards. Clear controls, from the first enquiry to the final result.
01Company & commercial setup+
- Enquire & agree scopeSubject, plan and requirements
- Company & user accessNamed people, clear responsibilities
- Seats & usage limitsAgreed terms before work begins
Choose the subject and level of support, send an enquiry, and agree the scope and commercial terms. Company membership, product access, named seats and usage allowances determine who can start work. An enquiry alone grants no access.
02Knowledge & company standards+
- Knowledge baseShared or dedicated storage
- Company standardsPrivate, reviewed and approved
- Published versionsThe exact basis used for the work
Knowledge supplies the context. Company standards define what good looks like. Your company standards stay private even on shared infrastructure; dedicated storage is available by arrangement. Assurance records the published standard version used for each case.
03Four ways to put the work into practice+
- Document IntelligenceAnalyse documents
- Self-Service AssuranceChecks against standards
- ResearchEvidence-based reports
- Expert EngagementsAccountable specialists
Use Document Intelligence for analysis, Self-Service Assurance for checks against standards, Research for reviewed reports, or Expert Engagements for consultant-led delivery. Financial, Marketing and Sales are Assurance subjects. Each service has its own access, workflow and review requirements.
04Policy & execution controls+
- Approved AI & toolsSelected for the workflow
- Policy engineShared or company-dedicated
- Execution checksScope, permissions and limits
Standards describe what to assess; policies control which actions are permitted. The governed Assurance path checks its tenant, deployment and allowed tools at execution. Enterprise adds a company-dedicated policy engine after setup and isolation validation. Workflow evaluations, operational monitoring and audit records support this path. Other services retain their own controls.
05Review, release & the record behind it+
- Review & approvePeople own the decision
- Release & traceResults linked to their evidence
- Retain & withdrawProduct-specific lifecycle controls
Research and Engagements separate preparation, review and release. Assurance returns validated findings for customer review. The relevant evidence, versions and decisions remain connected under each service’s retention rules. Research also supports withdrawal of a released report.
06Enterprise setup & future connections+
- Dedicated company setupProvision and validate per customer
- Your own agentClient-agent integration · planned
- SaaS connectorsApproved external access · planned
Enterprise brings together dedicated knowledge, private company standards storage and a dedicated policy engine. Each company environment needs its own setup and validation before activation. Connecting a client’s own agent and external SaaS systems are next-stage integrations; they are not enabled by choosing a plan.
Self-Service Assurance plans
Choose the separation your company needs.
Company standards stay private in every plan. The difference is where your knowledge is stored and whether the policy engine is shared or dedicated.
Shared infrastructure
Shared
- Knowledge
- Shared storage
- Company standards
- Private to your company
- Policy engine
- Shared, with tenant-scoped policies
Separate company space
Dedicated Knowledge
- Knowledge
- Dedicated company space
- Company standards
- Private, in your dedicated space
- Policy engine
- Shared, with tenant-scoped policies
Custom deployment
Enterprise
- Knowledge
- Dedicated company space
- Company standards
- Private, in your dedicated space
- Policy engine
- Dedicated company engine
Inspect a worked example
A result you can inspect.
Evidence you can follow.
Explore a manufacturing example with a released report, its supporting evidence trail, and the review decisions behind it.
- Evidence and the exact standards used
- Separate consultant, quality, and release decisions
- A retained record of a challenged outcome
Synthetic demonstration using invented companies and test data; not a client case study.
Inspect the sample and review trailReviewed regulatory foundation
EU payments and AML/CFT readiness
Two reviewed assessment packs connect six selected regulatory source versions with 17 assessment controls, supporting structured readiness assessments.
Start with your requirements
What would you like to work on?
Choose a product and send an enquiry, or talk to us about the right fit. We’ll confirm the scope, pricing and setup before access is enabled.
Choose a plan & enquire Need help choosing? Contact us