Adaptive Document Management
AI-Driven, Automated, and Integrated Document Solutions
Adaptive Document Management by Eccentex
Organizations today manage vast amounts of documents, from contracts and invoices to compliance records and customer communications. Traditional document management solutions are rigid, disconnected, and often require extensive manual effort.
Eccentex Adaptive Document Management transforms document-centric processes with AI-powered automation, intelligent processing, and seamless enterprise integration. Whether managing workflows, extracting insights from unstructured data, or integrating with leading DMS providers like OpenText and ABBYY, the solution ensures greater efficiency, compliance, and scalability.
The Problem: Traditional Document Management Slows Business Growth
Most organizations struggle with manual document handling, fragmented storage, and compliance risks. Common challenges include:
- Inefficient workflows – Documents get stuck in approval loops, delaying decisions.
- Data silos – Content remains locked in disconnected systems, limiting visibility.
- Manual data extraction – Teams waste time processing forms, invoices, and contracts.
- Lack of intelligent automation – No AI-driven insights for optimizing processes.
Without an adaptive, automated approach, businesses face lost productivity, compliance risks, and rising operational costs.
The Solution: A Unified, AI-Powered Document Ecosystem
Eccentex Adaptive Document Management brings together the best of intelligent automation, workflow orchestration, and deep integration with industry-leading document management platforms.
- Automate document workflows with dynamic routing, approvals, and processing.
- Extract structured data from unstructured documents, even from hand writting notes, using AI-powered Intelligent Document Processing (iDP).
- Integrate seamlessly with leading enterprise document management solutions like OpenText, ABBYY, and others.
- Improve compliance & security with advanced access controls and audit trails.
This unified approach eliminates inefficiencies, improves document accuracy, and ensures enterprise-wide accessibility.
Key Solutions
Document Workflows
Manages the entire document lifecycle by ensuring documents are routed, approved, and stored efficiently
✔ Automated Routing – Directs documents to the right team based on rules and AI-driven logic.
✔ Approval Management – Configurable workflows for sign-offs, version control, and compliance tracking.
✔ Seamless Integrations – Works with Case Management, Operational CRM, CCaaS Platforms and other enterprise systems.
Intelligent Document Processing (IDP)
Uses AI, OCR, and NLP to automatically extract, classify, and validate data from structured and unstructured documents.
✔ AI-Enhanced OCR & NLP – Extracts key data points from invoices, contracts, and forms.
✔ Auto Data Validation – Cross-checks extracted data against business rules and databases.
✔ Human-in-the-Loop Review – Ensures AI-assisted processing remains accurate with manual verification where needed.
3rd Party DMS Integrations
Works seamlessly with enterprise Document Management Systems (DMS) like OpenText, ABBYY and other leading platforms
✔ Enhance Existing DMS Capabilities – Add AI-powered automation and analytics to legacy DMS platforms.
✔ Improve Data Accessibility – Break down silos by connecting DMS with case management and CRM systems.
✔ Compliance-Ready – Ensure regulatory adherence with secure integrations and document retention policies.
All case documents at your fingertips
Give your team instant access to the files and documents related to their work – eliminating time wasted searching across file shares and emails.
Allow them to organize their documents on the way how it is the most effective and efficient for them. Let them tag, markup, copy, archive, version control their case or task attached documents.
Some High Value Use Cases
Here are some real-world use cases where Adaptive Document Management delivers speed, accuracy, and control.
Customer Service
Auto-classify inquiries and process attachments instantly. Reduce response times, prioritize based on urgency, and ensure consistent, high-quality service.
Accounts Payable
Extract and validate invoice data. Match with POs and automate payments, reducing delays, penalties, and labor costs.
Contract Management
Track obligations, deadlines, and renewal terms. Automate clause updates when regulations change. Never miss a renewal window again.
Compliance & Audits
Automate archiving, flag missing documents, and maintain a full document trail. Be always audit-ready without the fire drills. case documents that reside in different repositories.
Employee Management
Onboard and offboard staff efficiently. Validate submitted documents, trigger approvals, and keep HR workflows smooth and compliant.
Use Eccentex AI services for organizing content instantly
Apply artificial intelligence to organize unstructured data and to automate the extraction of all necessary information regardless of the documents format.
Route documents together with the cases. Notify stakeholders about document related works and assist them in the next steps.
Adaptive Document Management
Major capabilities you need to run your customer service department efficiently
Intelligent Document Classification
Automatically categorizes documents by type, content, and context for workflow automation.
AI-Powered OCR & NLP
Extracts text, tables, and handwriting from structured and unstructured documents. Supports multiple languages and industry-specific terminology.
Human-in-the-Loop Verification
Human Verification UI enables users to review and approve flagged documents for quality control.
Auto Data Validation & Confidence Checks
Cross-checks extracted data with internal databases and predefined business rules to ensure compliance.
Attachment & Document Type Matching
Detects missing attachments and ensures that uploaded documents match required file types.
Large File Support
Upload and download large video files, massive documents and multi-layered CAD files.
End-to-End Workflow Automation
Configurable workflows automate data entry, approvals, routing, and case escalations.
Case Management
Keeps files organized in cases and tasks instead of complex shared folders.
Security
Limit access to documents based on permissions and relevance to their work.
Email Capture
Capture emails, their attachments and metadata, and then auto-index them.
Document Templates
Generate Word documents, emails, PDFs, and other content using internal and external data.
Document Annotations
Online support for annotating, redacting, commenting and stamping PDFs.
Enterprise-Grade Search
Search for all mentions of a specific phrase or customer across all documents and emails.
High-Volume Barcoding
Scan multi-page documents right into a case or leverage high-volume scanning by separating packets with barcodes.
Seamless Integrations
Connects with CRM, ERP, case management, and cloud storage solutions via APIs and prebuilt connectors.
Turbocharge the work in your workflow
Workflow automation lets you eliminate repeated work – from simple tasks to sophisticated processes. With extensive triggers and bots, you can streamline approvals, standardize customer onboarding and accelerate reviews.
Need to send an automated copy of the document to a customer, no problem.
Allow customers, partners, contractors to get access to their file, upload / revise content, update old files or get announced when a task related to their documents is on due.
Find files fast - even on paper based documents
Each user has specific document permissions that allows them to find the documents they need. Eccentex Document Workflows allow you to search contents inside in PDF, Word, Text files even inside scanned documents.
The document is already archived but you still need to search and find something inside them? No Problem, Eccentex Document Management can give you access to already archived content as well.
AI-Assisted Case Management Automation for any Industry
Our products are capable of adapting to many use-cases, ranging from complex to simple
and low-volme to high-volume. Here are some of our specialities.
Dynamic Case Management for Financial Services
Automate and optimize your banking, insurance, and financial services processes such as Mortgage Application, Claims Processing, Wealth Management, Dispute Resolution, and more.
Reduce the need for manual intervention and enable better CX even through complex processes.
Dynamic Case Management for Government & Public Sector
Provide a comprehensive insights across all citizen management processes and tasks regarding Justice Cases, Eligibility Verification, Investigations and Complaints Handling.
Enable your organization to identify and resolve issues and make data-driven decisions.
Dynamic Case Management for Consumer Markets
Automate Customer Service, Fulfillments, Leads and Loyalty Management processes across your entire value chain. Capture customer leads, assign opportunities and prioritize delivery based on your value segmentation.
Treat all your customers like VIPs!
Enterprise-grade content management
Customers choose Eccentex because it’s the power they want with the flexibility they need.
Easy connectivity
Quickly connect Eccentex apps to external systems – sync data, invoke actions and deploy custom APIs.
Power to scale
Execute your strategy on a platform that can handle global scale and volumes, powered by our Microsoft Azure cloud.
Flexible setup
Powerful low-code tools that non-technical people love combined with developer-level extensibility to meet exact needs.
Integrations
Use Eccentex alongside othe major DMS solutions so you can centrally access case documents that reside in different repositories.
Get in touch with experts
