Workflow stages
Questions about sending extracted document data into case management systems or operational systems of record.
Insolvency extraction
Yes. Lido can help extract debtor, entity, affordability, asset, liability, creditor, and proposal fields from insolvency documents into a reviewable schema before sending approved data downstream.
Case management
Yes. Extracted data can be reviewed, normalized, and exported through CSV, spreadsheet handoff, API, or another import-ready format for a case management system.
Debt servicing operations
Automate debt servicing documents by combining multi-channel intake, classification, field extraction, exception review, and export into the case or servicing platform.
Configuration control
Yes. Teams should track changes to extraction fields, instructions, validation rules, and workflow branches so production document automation remains controlled and reviewable.
Insolvency variants
Yes, if the workflow separates shared fields from document-specific fields and routes personal and corporate insolvency documents through the right extraction and review rules.
Financial statements
Define the insolvency financial statement fields, extract amounts and supporting rows from the document, validate totals, and review exceptions before case-system export.
System mapping
Map each extracted insolvency field to the downstream database or system job, validate required values, and preserve case identifiers so approved data loads cleanly.