Transforming Medical Document Processing with the AI System

A leading health-tech company serving legal and insurance teams partnered with Matoffo to replace manual review of complex medical records with an AWS-native, GenAI-powered platform. The solution securely ingests, OCRs (including handwriting), deduplicates, extracts, and generates standardized chronologies and summaries – built for HIPAA, CCPA, and SOC 2 environments. Results include 80%+ faster processing, 90%+ summary accuracy, and 100+ cases/day processed in parallel, enabling C-level leaders to scale throughput without proportional headcount or compliance risk.

A fast-growing health-tech platform serving legal and insurance teams needed to turn chaotic medical records into clean, case-ready chronologies and summaries at scale. Their workloads spanned multiple jurisdictions and matter types, with case files often hundreds of pages long – scanned PDFs, mixed-quality images, and handwriting – creating slow, manual review cycles and inconsistent outputs. Enterprise buyers were pushing for stronger proof of security and compliance while expecting faster turnarounds and higher throughput. Before partnering with Matoffo, processing typically took hours per case and was hard to scale predictably across clients; the team wanted a secure, AWS-native path to standardize outputs and support 100+ concurrent cases per day without adding proportional headcount.

As the provider’s book of business grew, so did the operational stress on its document-heavy underwriting and claims processes. Manual extraction, validation, and re-keying created a domino effect of delays, costs, and customer dissatisfaction.

Key Business Challenges:

These business pressures threatened the company’s ability to deliver fast, accurate coverage while protecting profitability in an increasingly competitive market.

In response to slow reviews, inconsistent outputs, and rising compliance overhead, the client set measurable objectives to deliver a faster, more accurate, and enterprise-ready medical-document operation.

By meeting these objectives, the client expects to unlock rapid growth, elevate customer satisfaction, and future-proof operations against evolving compliance and volume demands.

To eliminate manual review and standardize outputs, Matoffo delivered a cloud-native, serverless AI platform on AWS that automates intake → OCR → extraction → chronology → synopsis → final report—built for HIPAA/SOC 2 environments and aligned to your GenAI case-study structure.

Before the solution:

Semi-manual processing took hours per case, outputs varied in quality with elevated compliance risk, and scaling across clients/jurisdictions required proportional headcount.

After the solution:

End-to-end processing dropped to minutes per case; AI-generated summaries consistently achieve 90%+ accuracy; structured PDF reports are compiled and delivered automatically; the platform sustains 100+ concurrent processing tasks; and the operation achieved HIPAA and SOC 2 Type I alignment.

Following the successful deployment, the client will focus on extending functionality, deepening automation, and hardening scale and resilience in three targeted tracks.

The successful deployment of a Generative AI–powered underwriting and claims automation platform marked a pivotal moment in the client’s digital transformation journey. What began as a response to operational bottlenecks evolved into a scalable, cloud-native solution that delivers faster, more accurate decisions – with fewer manual touchpoints and greater transparency.

By eliminating document chaos, embedding business-aligned automation, and enabling real-time decision-making, the platform has redefined how policies are issued and claims are processed. Beyond efficiency gains, the solution has elevated customer experience, improved compliance readiness, and created a replicable framework for innovation across other business areas.

This transformation not only positions the client as a forward-thinking player in the insurance space but also lays the foundation for new products, partners, and market expansion – proving that when AI meets execution, operational excellence becomes a competitive advantage.