Categorise and date every record for ease of analysis
An interactive timeline of all your case files
Artificial Intelligence categorises and dates the customer records for ease of navigation, both faster and more accurately than a human
AI to classify every record
Historically, users have had to open, inspect and manually categorise every file in a case before they can hunt for evidence.
Recordsure can structure this data though through sophisticated AI to apply classifications and classification groups to each file making navigation and filtering quick and easy.
We have proven that our systems can classify records faster and more accurately than a human.
For larger case files, particularly those spanning multiple years and a number of interactions between adviser and customer, it is essential to sequence the record trail by accurately nominating the most relevant date of production or distribution of each document.
Inside an average financial document, there are often more than 30 different dates presented in a variety of formats.
Accurately sequencing these takes time and expertise for a human. Identify does this faster and more accurately.
Timelines, sorting and filtering
An interactive timeline is displayed in the Recordsure Viewer for each customer case, enabling reviewers to zoom in to periods of interest and, where appropriate, to split the case into its various adviser-customer interaction instances.
Combined with a powerful record filtering system, this allows reviewers to quickly select only the key records of interest by their classifications and date, as well as by any other metadata supplied or generated by the Recordsure solution.
Critical documents for review can be automatically highlighted to the reviewer on both the timeline and in the record list; using colours, labels and iconography configurable to the theme of each review.
Nothing else comes close
Recordsure is designed to process enormous amounts of data. It lets reviewers cover more ground, more quickly and more efficiently
By automating laborious administrative tasks, Recordsure makes things quicker and more cost-effective, saving you money in the long run
Recordsure is made up of modules, so you can choose the products you want, tailored to your systems and processes
Product summary: Identify
Identify all the date classifications within case files using smart technology which is as accurate as a human reviewer, but much quicker
View all your records in a single, filterable and interactive timeline to easily visualise the sequence of historic events
Zone in on key files, groups or areas, and highlight critical documents which are significant to the review
Identify comes into its own in complex case files where reviewers struggle to understand the sequence of events in date order: this is a uniquely powerful tool for gaining clarity and visualising the full timeline.
Mark Hover, Chief Commercial Officer
In the UK, this product is provided in partnership with our sister company TCC, who are compliance and culture specialists. TCC use our technology to bring out its true value by pairing it with their compliance and remediation expertise as part of a fully outsourced managed service.
To learn more about how TCC uses our technology to enhance their remediation and business assurance solutions, please visit their website: