Case Summarization

Payment Investigation Cases include extensive attachments, audit updates, notes, correspondence (Swift messages, emails, letters), and life cycle events. Investigators must toggle between audit trails, Case narratives, Pulse updates, Case notes, and Correspondence items during traditional Case orientation. This process takes 5 to 15 minutes for each complex Case. Case Summarization synthesizes all contextual information, reducing orientation time to 30-90 seconds.

Industry research demonstrates that generative AI-powered Summarization provides time savings of 70 to 90% for Case orientation tasks. For Payment Investigations, this translates to reducing Case review time from 5-15 minutes, to 30-90 seconds, which is an average reduction of 8 minutes per Case.

The financial impact scales directly with your investigation volumes:

• Time saved for each Case: 8 minutes (average).
• Monthly savings calculation: [Your Monthly Case Volume] × 8 minutes ÷ 60 = hours saved.
• Annual value: Hours saved × 12 months × [Your Fully Loaded Investigator Cost].

Based on industry benchmarks, institutions processing 10,000 Investigations monthly typically realize from USD 1 to 1.5 million in annual productivity gains at standard, fully loaded costs.

Case Summarization provides the following qualitative benefits:

• Faster Case resolution improves customer satisfaction and reduces payment delay impacts.
• Reduces cognitive load and investigator fatigue.
• Enables faster onboarding and enablement of new Investigation team members.
• Improves Case assignment flexibility across team members.