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Solutions by industry

AI, people and systems. Applied to your industry.

Explore the processes your teams already know, from a financing review to a production exception or a supply planning decision.

Explore processes by industry

01Financial servicesInvoice Factoring · KYC / Customer Onboarding · Supply Chain Finance7 processes

Keep the evidence with every financing decision.

Prepare financing cases, reconcile trade records and give risk reviewers the information behind each decision.

Explore financial services

One process in practice

Invoice Factoring

Starts whenAn invoice package arrives for financing.

  1. AI prepares

    Extract invoice, debtor and supporting trade details.

  2. Rules check

    Check eligibility, duplicate records and financing limits.

  3. People decide

    The credit owner approves funding or requests more evidence.

  4. Systems record the result

    A financing decision linked to its evidence and approved next actions.

02BankingAccount Opening · Fraud Review Triage · Dispute Resolution6 processes

Move the case forward, with the right review.

Coordinate account applications, disputed transactions and service cases across the teams and systems involved.

Explore banking

One process in practice

Account Opening

Starts whenAn account application is submitted.

  1. AI prepares

    Read the application and gather identity documents.

  2. Rules check

    Check required information and configured account-opening rules.

  3. People decide

    The authorised reviewer resolves identity or eligibility exceptions.

  4. Systems record the result

    An account-opening decision and the approved system updates.

03InsuranceClaims Validation (P&C) · First Notice of Loss (FNOL) · Fraud Investigation6 processes

Bring the whole claim into view.

Assemble policy terms, claim evidence and review decisions from first notification through settlement.

Explore insurance

One process in practice

Claims Validation (P&C)

Starts whenA property or casualty claim enters review.

  1. AI prepares

    Extract claim facts and gather the relevant policy wording.

  2. Rules check

    Check document completeness, policy dates and coverage conditions.

  3. People decide

    A claims reviewer determines coverage and handles exceptions.

  4. Systems record the result

    A reviewed claim packet with the decision and outstanding conditions.

04Legal servicesContract Review · Document Review (E-Discovery) · Matter Intake & Triage6 processes

Give legal judgment a prepared starting point.

Read across contracts and matter files, surface clauses and evidence, and keep counsel responsible for the decision.

Explore legal services

One process in practice

Contract Review

Starts whenA contract is submitted for review.

  1. AI prepares

    Extract key clauses and compare them with the agreed playbook.

  2. Rules check

    Flag deviations from the required terms and review thresholds.

  3. People decide

    Counsel decides the material redlines and negotiation position.

  4. Systems record the result

    A reviewed contract with clause references and agreed changes.

05Supply chainS&OP Cycle Coordination · Spend Analysis · Demand & Supply Balancing7 processes

Connect the plan to the decisions it needs.

Bring demand, supply, supplier and shipment signals into planning reviews and exception resolution.

Explore supply chain

One process in practice

S&OP Cycle Coordination

Starts whenThe sales and operations planning cycle opens.

  1. AI prepares

    Assemble demand changes, supplier commitments, inventory and capacity.

  2. Rules check

    Compare the plan with service, capacity and financial constraints.

  3. People decide

    Planners choose the trade-offs and approve the operating plan.

  4. Systems record the result

    An approved plan with its assumptions, decisions and assigned actions.

06ManufacturingQuality Review / Defect Triage · Root-Cause Analysis · Work Order Routing5 processes

Carry a production issue through to resolution.

Connect defect reports, maintenance tasks, supplier performance and changes to the production plan.

Explore manufacturing

One process in practice

Quality Review / Defect Triage

Starts whenA defect or quality concern is reported.

  1. AI prepares

    Assemble inspection results, batch information and production context.

  2. Rules check

    Classify the issue against the configured severity and routing criteria.

  3. People decide

    The quality owner decides the disposition and corrective action.

  4. Systems record the result

    A quality case with its decision, owner and tracked corrective tasks.

07HealthcarePrior Authorization · Claims Processing · Patient Intake6 processes

Coordinate the administrative work around care.

Gather records, check administrative requirements and route missing information to the responsible care or review team.

Explore healthcare

One process in practice

Prior Authorization

Starts whenA prior-authorization request needs supporting information.

  1. AI prepares

    Assemble the referral, relevant records and payer requirements.

  2. Rules check

    Check administrative completeness and configured submission criteria.

  3. People decide

    An authorised clinical or administrative reviewer approves the submission.

  4. Systems record the result

    A reviewed authorization packet with status and follow-up ownership.

08Retail and e-commerceProduct Classification · Listing Optimization · Returns Fraud Detection5 processes

Connect product, customer and commercial decisions.

Coordinate catalogue checks, returns reviews, customer feedback and pricing exceptions with the right owners.

Explore retail and e-commerce

One process in practice

Product Classification

Starts whenA product enters or changes in the catalogue.

  1. AI prepares

    Extract attributes and suggest the relevant taxonomy categories.

  2. Rules check

    Check required attributes and possible duplicate product records.

  3. People decide

    The catalogue owner reviews uncertain classifications.

  4. Systems record the result

    An approved classification and the configured product-record updates.

09TelecommunicationsService Provisioning · Churn Prediction & Retention · Network Incident Triage5 processes

Follow the issue across service, network and billing.

Assemble the customer and technical context for activation, incidents, complaints and billing decisions.

Explore telecommunications

One process in practice

Service Provisioning

Starts whenA new service order is approved.

  1. AI prepares

    Gather customer, eligibility and fulfilment requirements.

  2. Rules check

    Check required dependencies and activation conditions.

  3. People decide

    The fulfilment owner resolves exceptions and authorises sensitive actions.

  4. Systems record the result

    A coordinated service order with confirmed activation steps.

10Energy and utilitiesMeter Data Exceptions · Grid Incident Triage · Field Service Dispatch4 processes

Connect field work with the information behind it.

Coordinate meter exceptions, incident assessment, field dispatch and evidence for compliance reviews.

Explore energy and utilities

One process in practice

Meter Data Exceptions

Starts whenA meter reading is flagged as missing or unusual.

  1. AI prepares

    Gather reading history, meter events and related records.

  2. Rules check

    Check the configured validation rules and investigation thresholds.

  3. People decide

    The metering owner decides correction or field investigation.

  4. Systems record the result

    A resolved data exception with its evidence and authorised updates.

11Real estateTitle Review · Lease Abstraction · Due Diligence4 processes

Keep property decisions connected to their documents.

Read across title, lease and property records, then track the reviews and actions each property requires.

Explore real estate

One process in practice

Title Review

Starts whenA property transaction requires title review.

  1. AI prepares

    Assemble title documents and highlight conflicting or missing information.

  2. Rules check

    Check the agreed title-review checklist and exception categories.

  3. People decide

    Qualified counsel determines the significance and required resolution.

  4. Systems record the result

    A title-review record with supported findings and outstanding conditions.

12Professional servicesTime Entry Classification · Project Staffing · Proposal Generation4 processes

Coordinate the work around a client commitment.

Bring staffing, proposals, time records and client intake into processes with clear review and follow-through.

Explore professional services

One process in practice

Time Entry Classification

Starts whenTime entries are ready for a billing review.

  1. AI prepares

    Suggest classifications from the entry description and engagement context.

  2. Rules check

    Check billing categories, required detail and possible anomalies.

  3. People decide

    The engagement or billing owner approves corrections.

  4. Systems record the result

    Reviewed time records ready for the authorised invoicing process.

Planning, forecasting and optimization can call your configured specialist models. Regulated, clinical, legal and safety decisions stay with the qualified people responsible.

Across the business

Connected work across
the business.

MOSS stands for Management, Operations, Support and Strategy: four areas where people, AI and systems need to work together.

Illustrative examples. Connections, rules and responsibilities are agreed for your implementation.

Management

Budget variance reviewMonth-end close coordination

Operations

Demand and supply balancingSupplier onboarding and review

Support

Access request and reviewEmployee onboarding

Strategy

Scenario planning and resource allocationPerformance analysis to action

Start with the work on your mind

Where does your
process get stuck?

Bring a process, a recurring exception or a handoff that takes too much chasing. We’ll explore where Mossaic could help.

Book a demo