Waypoint Claims
Intelligence / Document intelligence

An AI summary beside every document, never in place of it

Each uploaded document — from the Documents tab, the Customer Portal, the Field App, an email attachment or a vendor — goes to the AI reader once. Every page is read, a long document in parts, and the summary sits beside the file without ever altering it.

Identity numbers, card numbers, bank account numbers and claim-party numbers are blacked out before any text is sent. Scanned pages are read by OCR on Waypoint’s own servers.

Test it on a bad scan How it works
The question this answers
Can a claim close with a document nobody read?
No. Opening a document marks it reviewed, recording who and when, from every screen that opens documents. There is no “mark all reviewed”, and a claim cannot close while any document on it is unreviewed — Waypoint’s own letters included.

What happens to an upload

Checked, read, summarised
Checked On The Way In
A file type outside the list is refused, over 50 MB is refused, contents that do not match the extension are refused, and every upload passes the virus check.
Read On Our Servers
Scanned documents are read by OCR on Waypoint’s own servers. A photo counts only when the reading finds real text on it.
Numbers Blacked Out
Identity, card, bank account and claim-party numbers are removed before any text reaches the AI.
A Summary Beside It
The summary sits next to the document and never changes it. A new summary does not count as a change to the claim.
Deadlines Become Tasks
A document whose extracted deadline falls within 7 days gets a review task for the adjuster in the morning sweep.
Where it earns its cost

Documents that arrive after intake too

Intake is the obvious case, but a claim accumulates documents for months and each one is read by somebody today.

Police Or Incident Report
A summary beside it for the adjuster to confirm against the file
Medical Records
A summary, with identity numbers blacked out first
Estimates
A summary; returned vendor estimates also file their totals and suggest a reserve change
Correspondence With A Deadline
A review task when the deadline is within 7 days
Whole-claim Print
The AI writes the long summary of a whole-claim PDF where your organization holds that add-on
Entitlement
ai.document_intel, behind all four AI gates
Where we are honest

It reads. It does not understand.

Reading is pattern recognition over text. Treating it as comprehension is how automated systems produce confidently wrong files.

No Judgment About Meaning
It summarises what a document says. Whether what it says is true, complete or consistent with the policy is a person’s assessment.
Skipped, Not Failed
When your AI switch is off, a document’s analysis is marked skipped — the document itself is unaffected.
It Cannot Create Or Split
No claim is created and no file is split by the reader. Both are a person’s decisions.

Read next

Agentic Intake Reading applied at first notice. AI In Waypoint The four gates and the single door. Waypoint Center Where documents live on the file.

Send the document nobody wants to read

The eleven-page one that arrives as a photograph. What the summary says beside it will tell you more than any accuracy claim.

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