The challenge
The same file types get scanned every cycle for the same kinds of issues. A skilled person opens each file, checks the same fields, and notes the same exceptions. The work is predictable. The calendar block is not.
Repetitive review assist
The same file types scanned every cycle for the same kinds of issues, with skilled staff doing pattern matching a system could flag.
Cyclical file review
Pattern
Client team
Decision owner
No
Client named on site
The approach
Software flags likely exceptions based on rules the team already uses informally. Reviewers confirm, correct, and sign off in a short queue instead of opening every file from scratch. New rule types get added when the team spots a repeat pattern.
The outcome
Review time drops on routine cycles. Decisions still belong to the client's team. Unusual cases stay visible instead of getting lost in an auto-approve path.
What we measured
Minutes per file on a standard review cycle. Percentage routed to exception review versus cleared on first pass. Whether sign-off timestamps moved earlier in the week.
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