Can AI extract data from IVA and insolvency proposal documents?

Direct answer

AI document extraction can work on IVA, personal insolvency, corporate insolvency, and proposal documents when the workflow is designed around the data the case team needs rather than the visual layout of one template.

The key is to define a consistent output schema for debtor or entity details, financial statement fields, affordability amounts, assets, liabilities, creditor lists, proposal dates, and exception status, then review outliers before loading the data into the case workflow.

What the workflow should include

A production insolvency workflow should ingest documents from the channels clients already use, classify the document type, extract the required fields, flag missing or unusual values, and preserve the link back to the original case file.

For long proposal documents, pay special attention to fields that appear in narrative paragraphs, creditor lists that span pages, optional sections, and values that must be normalized before import.

How Lido helps

Lido combines AI extraction, OCR, spreadsheet-style review, validation rules, and automation so insolvency and debt operations teams are not limited to one rigid OCR template.

That lets teams turn recurring insolvency document batches into structured, reviewable records that can feed spreadsheets, CSV imports, APIs, or case management systems.

Example workflow

1. List the insolvency document types and the fields needed from each one.
2. Create a standard extraction schema for people, entities, financial statements, creditors, assets, liabilities, dates, and review status.
3. Run representative proposal documents through AI extraction and review missing or ambiguous fields.
4. Export approved records to the case workflow or system of record.