Can one workflow handle personal and corporate insolvency documents?

Direct answer

Personal and corporate insolvency documents often share broad concepts such as debtor or entity details, financial statements, creditors, amounts, dates, and proposal terms.

One workflow can handle both when it first classifies the document type and then applies the correct schema, optional fields, and validation rules for that document.

What to watch for

Do not force every insolvency document into the same columns if some documents have materially different entities, sections, creditor structures, or downstream case requirements.

Use a shared core schema where it makes sense, then branch for fields that are unique to personal insolvency, corporate insolvency, or specific proposal types.

How Lido helps

Lido can classify documents, run different extraction setups, and merge approved results into a consistent downstream format where needed.

That helps insolvency teams support related but not identical document types without building a completely separate manual process for each one.

Example workflow

1. List the shared fields across personal and corporate insolvency documents.
2. Identify document-specific fields that require separate extraction or validation.
3. Classify the document type before extraction.
4. Merge or export approved outputs in the format required by the case workflow.