Document Classification

SimpleIndex is able to perform complex document classification tasks using a unique keyword matching system that is able to identify similar documents with different formatting without training.

Most classification systems use artificial intelligence to train a classification model based on many sample documents. While these can be easy to configure and very fast, there are a few drawbacks:

• New examples need to be added to the training model before they can be recognized
• Most documents must be separated into individual files before classification
• Attachments and miscellaneous pages are not easily handled
• Has issues with long documents like contracts, appraisals, reports, etc.

SimpleIndex is able to perform document separation and classification simultaneously, making it particularly suited to documents like mortgage loans that often arrive as one large PDF but contain hundreds of individual documents.

SimpleIndex also has a unique Post-Process workflow that lets you automatically execute document-specific workflows after classification.