AI-Powered Document Intelligence and Process Automation
CDI provides secure, enterprise-grade AI solutions that transform documents and data into actionable intelligence through workflow automation, Microsoft Copilot integration, document analysis, identity verification, and AI-powered process optimization. Our solutions help organizations improve productivity, reduce manual effort, accelerate decision-making, and maintain strong governance over business information.
AI Document Analysis Activity
Sends documents, forms, emails, or text along with a custom prompt to the AI engine of your choice. The activity returns structured results directly into Workflow tokens, enabling organizations to extract information, classify content, generate summaries, identify entities, and automate workflow decisions without custom coding.
Typical Uses
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Records classification
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Invoice processing
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Contract analysis
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Metadata extraction
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Data capture automation
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Document summarization
Copilot Knowledge Integration Activity
Pushes Laserfiche content into Microsoft Copilot, allowing approved repository content to become part of your organization's knowledge base. Users can ask questions using natural language and receive answers generated from Laserfiche documents with direct links back to the original content for verification and review.
Typical Uses
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Policy and procedure lookup
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Employee self-service
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Organizational knowledge search
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Research and information retrieval
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Document summarization
AI Clean & Sort Service
Uses a local AI model to screen documents before they are processed by cloud AI platforms. Documents are evaluated for sensitive information including PII, Social Security Numbers, financial data, and other protected content. Documents are automatically routed for approval, redaction, quarantine, or AI processing while maintaining a complete audit log.
Typical Uses
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PII detection
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Automated redaction
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AI readiness project
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Compliance reviews
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Data sanitization
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Governance workflow
Identity Verification Activity
Analyzes identity documents and verification data using AI-powered validation services and DMV record matching. Results are returned to Workflow to support routing and approval decisions, helping automate onboarding and fraud prevention processes.
Typical Uses
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New account opening
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Member onboarding
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Employee onboarding
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Customer verification
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Fraud prevention
