Records Classification

IDA automates manual records workflows and makes content searchable—for faster processing and better-informed decisions.

What is records classification?

Records classification automatically transforms individual documents into complete, structured records. The focus is on building consistent record structures through intelligent document classification and assignment. Over 300 different document classes are accurately identified and filed into the correct structure.

IDA offers two AI-powered approaches depending on your use case: Trainable classification for standardized document types like personnel or patient files (e.g., following German „KDL“ – Clinical Document Classification List), and AI-generated tables of contents for complex, unstructured records like legal case files.

The result: Complete digital records that aren’t just archived—they’re actively usable. As instantly searchable knowledge sources for your teams and reliable foundations for automated decision-making processes.

Common challenges

Mixed formats

A single record contains diverse formats—handwritten notes, scans, structured PDFs. Without robust processing, gaps appear in your documentation.

Hundreds of document classes

Documents arrive in dozens of formats, such as PDFs, TIFF, JPEG, PNG, and more. Without robust processing, downstream processes fail at the first step.

Manual effort consumes time

Employees must manually separate and classify documents. With 50% automation rates, half of all documents still require manual post-processing.

Lengthy setup times

Traditional rule-based systems need months of setup time for new filing plans or document classes, slowing digitization projects to a crawl.

How IDA supports you

IDA

Document processing redefined

IDA brings order to document chaos—automatically, precisely, and securely. The AI solution “Made in Germany” structures your documents from capture onwards and runs in your IT environment or the cloud, whichever you prefer.

With market-leading OCR technology and intelligent classification, IDA processes your incoming documents precisely and routes them automatically to the right systems. The result: End-to-end data quality from capture to utilization – the perfect foundation for automation and AI applications.

Technical facts

How it works

> 91%

automation rate

> 80%

time savings through automation

< 1%

error rate

5

day setup time

Industries and use cases

Records classification is essential wherever numerous document classes and formats must be managed—
from scanning service providers to legal and HR departments.

Scanning service providers

High-volume processing of heterogeneous document types with maximum automation and minimized post-processing costs for diverse client projects.

Public sector

Automatic sorting of applications, decisions, and correspondence while maintaining strict data protection requirements and full data sovereignty.

Insurance

Automatic classification of benefit claims, expert reports, invoices, and correspondence.

Healthcare

Structuring patient records according to KDL (German Clinical Document Classification List): findings, medical reports, lab results, and more.

Legal

Tables of contents for complex legal case files with automatic structuring of pleadings, expert opinions, and evidence.

Human resources

Intelligent classification of personnel files: contracts, certificates, application materials, and internal documents.

Success stories

Scanning service provider & BPO

Annual document volume of over 1 billion pages

Challenges

  • 50% automation rate with rule-based system

  • 240-day setup time for new projects

Results

  • 91% automation rate out of the box

  • 80% time savings for manual corrections

Your next steps

We support you from initial contact to successful deployment.

Free consultation

In an initial meeting, we will discuss your challenges and identify specific solutions for your document processes.

Business case

We will run a live demo with your sample documents and provide an initial assessment of effort and automation potential.

Proof of value

See concrete results in a pilot project before making your decision. Using real documents in your own environment.

Related processe

Digital mailroom

From physical or digital document intake to structured processing.

Form processing

Intelligent extraction of form data from predefined fields for downstream tasks.

Knowledge management

Intelligent utilization of company knowledge through AI-powered search and analysis.