Intelligent Document Processing Services

Intelligent Document Processing helps organizations turn paper, PDFs, emails, scans, and other document types into usable business data. OMG’s Intelligent Document Processing services support document classification, data extraction, validation, indexing, and workflow routing. Instead of relying on staff to manually sort, key, search, and move documents, IDP helps information reach the right system, person, or process faster.

invoice data extraction using intelligent document processing automation
intelligent document processing extracting invoice data fields automatically
IDP

Move beyond scanning and manual indexing

Automate Document Workflows​

Scanning creates a digital image. Intelligent Document Processing creates usable information.

Many organizations already scan documents, but teams still spend too much time opening files, reading content, naming documents, entering data, and routing information manually. This slows down operations and increases the risk of mistakes.

IDP helps reduce that manual burden by capturing document data and organizing it into a more structured workflow.

What Intelligent Document Processing does:

Intelligent Document Processing uses automation to read, classify, extract, validate, and route document data.

OMG’s IDP workflows can help with:

  • Document capture
  • Document classification
  • Data extraction
  • Indexing
  • Confidence scoring
  • Exception handling
  • Human review
  • Workflow routing
  • Secure document storage
  • Audit visibility

Streamline document-heavy workflows across multiple industries like insurance, finance, healthcare, logistics and more.

Graphic showing how intelligent document processing reads invoices, extracts data, and sends it to business systems for processing.

Common document problems IDP helps solve

Document-heavy workflows often create hidden costs across departments. Staff may spend hours sorting files, searching for missing information, correcting errors, or moving documents between systems.

IDP can help reduce problems like:

  • Manual data entry
    Slow document routing
    Backlogged files
    Inconsistent indexing
    Lost or hard-to-find documents
    Duplicate work
    Limited visibility into document status
    Errors from manual keying
    Disconnected intake channels
    Too much staff time is spent searching for information

When documents are classified and routed correctly from the start, teams can move faster with less rework.

Image of a professional reviewing a document supported by intelligent document processing, which extracts, validates, and routes data from documents into business systems.

The OMG Advantage

UbiMAILS’ modern, cloud-native capture solution combines OCR, pattern recognition, and text-based image analysis for unmatched accuracy. Designed for speed and simplicity, it outperforms traditional capture tools with faster deployment and easier integration, all in the cloud.

Human review where it matters

Automation should make document processing faster without removing control. OMG’s IDP approach can include human review for exceptions, low-confidence results, or documents that require additional judgment. This helps organizations improve speed while still maintaining accuracy, visibility, and accountability.

Comprehensive Data Capture

KnowledgeLake precisely extracts the information you need from every document. Ready to go out of the box, it captures text, handwriting, signatures, checkmarks, and more—ensuring no critical detail is missed.

Consistently Precise Results

Powered by the cloud, our advanced capture technology delivers exceptional accuracy—eliminating the mistakes common in manual data entry and giving you the confidence to make informed, data-driven decisions.

Intelligence That Evolves

OMG’s intelligent capture uses machine learning to continuously improve—adapting to new document types and becoming more accurate with every file it processes.

Smart, Automated Classification

Our intelligent capture system automatically detects document types and even classifies individual pages within them—streamlining organization and ensuring precise processing from the start.

How the IDP workflow works

OMG helps organizations build document workflows that match how their teams already receive and process information.

A typical IDP workflow may include:

Capture documents from multiple sources

Documents can come from paper mail, scanned files, PDFs, email attachments, fax, or other intake channels.

Classify each document

The system identifies what type of document it is, such as a claim, invoice, form, record, application, correspondence, or supporting document.

Extract key data

Important fields are captured from the document. This may include names, dates, account numbers, invoice numbers, member IDs, patient information, policy numbers, or other business-critical data.

Validate information

Extracted data is checked against rules, expected formats, or available records. Low-confidence items can be flagged for review.

Route documents and data

Validated documents and extracted data are sent to the correct system, department, queue, or workflow.

Review exceptions when needed

Not every document should be fully automated. Human-in-the-loop review helps manage exceptions, low-confidence fields, missing information, or unusual document types.

Why Clients Choose OMG

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Savings in 12 months
outsourced mail room workflow from mail intake to digital delivery

Ready to Learn More?

Still dealing with paper and manual data entry? Let’s talk about a better way to handle your documents.

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