← AI for business processes
Illustrative workflow · Meridian Industrial Systems
AI-Assisted Vendor Onboarding
Meridian Industrial Systems reviews a vendor application from Aster Components LLC, including tax, insurance, banking, and quality documents. The companies, scenario, and data are illustrative. AI supports the review; an authorized employee makes the final decision.
Ingest & classify
Separate the packet into known document types
Files are virus-scanned, associated with the case, classified, and checked against the required-document list.
Extract
Capture fields with source references
Legal nameAster Components LLCApplication, p. 1
Tax ID••-•••4821Tax registration, p. 1
Coverage expiry18 Nov 2026Insurance, p. 1
Payment termsNet 45Application, p. 4
Completeness
Detect missing and expired evidence
The bank verification letter is missing. Insurance is valid today but expires inside the company’s 180-day threshold.
1 missing1 near expiry
Cross-document validation
Find conflicts before a reviewer does
The registered address matches. The legal name differs by “LLC” on one document and is marked for confirmation. Bank details cannot be validated until evidence arrives.
Rule-based assessment
Apply policy without making the final decision
Rule result: Incomplete—request information. The recommendation cites the missing evidence and expiring insurance, while preserving the underlying source pages for review.
Human review
Present a reviewer packet
The employee sees the summary, extracted values, confidence, conflicts, rule results, and linked source evidence. They can request documents, correct fields, escalate, or approve when complete.
Audit trail
Record what happened and why
The case records file hashes, extracted values and sources, rule versions, changes, reviewer identity, timestamps, decisions, and connected-system updates.
Bring one real document packet.
We can assess its volume, variation, rules, integrations, exception rate, and required controls.