Unlocking the Power of Intelligent Document Processing (IDP) in Salesforce

SME: Tim Sabat 

If you don’t know about intelligent document processing (IDP), you’ve been missing out on a high-impact AI solution that automates and expedites manual processes (think referral management, compliance management, etc.) with minimal end-user training requirements. 

Not to worry, as always, we’re here to help. 

IDP is a type of automation that uses AI and machine learning to analyze documents in order to extract, classify, and validate relevant information. At Kicksaw, the IDP data types we normally work with are:

• Structured - Data within a document that fits neatly into rows and columns, like you would see in a patient referral, insurance form, or customer form
• Unstructured - Data within a message body with no defined structure, like you see in an email, call transcript, or message

It requires little interaction and eliminates tedious tasks, like:

• Searching documents for the right information 
• Entering that information into Salesforce
• Organizing that document appropriately after the information has been extracted
• Going back through the document to find the correct information if the data was entered into Salesforce incorrectly

Let’s take that info and pair it with a challenge Kicksaw frequently helps our clients: transitioning from manual processes for document review and data entry in order to scale and achieve organizational growth.

If you’re thinking, “hey, IDP sounds like it would be a great fit for that,” let us introduce you to our Engineering Operations (EOPs) team. They developed an Intelligent Data Processor Accelerator, aka a solution method or repeatable process to deliver IDP (and its benefits) for a variety of use cases and needs.

This blog will cover how their Intelligent Data Processor works to take the burden off teams and expedite value realization, examples of HLS (Healthcare and Life Sciences) and cross-industry use cases, and how to tell if it’s a good fit for your specific organization.

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How Kicksaw is Tackling IDP

The key for our EOPs team when it came to developing their IDP Accelerator was using their expertise (including Salesforce, IDP, AI, integration, and industry-specific systems) to find a streamlined IDP solution that would work well with the Salesforce platform, as well as a variety of systems.

MuleSoft Anypoint and MuleSoft IDP works natively with Salesforce, which fits that criteria.

The Basics: Mulesoft connects document sources to Salesforce, takes relevant unstructured data from those documents, and automatically populates Salesforce fields. 

How It Works:

• Our EOPs team maps document fields (from PDFs, images, scanned documents, etc) to Salesforce fields or the desired location
• A MuleSoft workflow locates documents and pulls them for processing from systems like Email, Sharepoint or FTP
• An AI prompt parses the documents for mapped fields (e.g., important information like names, dates, invoice amounts, etc.)
• That information is structured and passed to other systems, like Salesforce, a database, or an API
• Additional automation can then occur; with email, for example, we can move email messages to a read state or archive folder after the parsing of the attachments

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Cross-Industry Use Case Examples

Now that you know the general idea of how IDP and our IDP Accelerator works, let’s take a closer look at how our clients are using it to automate the transition data from documents to Salesforce.

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Use Case: Lead Source & Account Intake Management‍

‍Data: Automates extraction, classification, and validation of lead and account data from multiple sources (emails, forms, CRMs)

‍Benefits: Improves data accuracy, speeds up lead routing, and enables better source attribution for marketing ROI analysis

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‍Use Case: Resume Parsing

Data: Extracts structured data (skills, experience, education) from unstructured resumes across various formats

Benefits: Accelerates candidate screening, reduces manual entry, and enhances matching accuracy in recruitment systems

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Use Case: Customer Forms

Data: Processes digital and scanned forms to extract customer information

Benefits: High-accuracy; reduces manual processing time, ensures compliance, and enables faster onboarding and service delivery

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Use Case: Billing Discrepancy Matching

Data: Compares invoices, purchase orders, and receipts to detect mismatches and discrepancies 

Benefits: Speeds up reconciliation, reduces financial errors, and lowers dispute resolution time

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Use Case: Compliance & Risk Management 

Data: Extracts key compliance data from third-party reports (e.g., credit, KYC, AML) 

Benefits: Helps automate risk flagging to ensure regulatory adherence; enhances decision-making with faster access to verified data

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HLS IDP Use Case Examples

IDP is also incredibly helpful for use cases specific to HLS. Below are a few examples of areas of HLS interest, as well as what we’re using our IDP Accelerator to address for clients.

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Use Case: Referral Management (Top-Trending Industry Use Case)

Data: Extracts patient and provider data from referral documents

Benefits: Helps automate intake and routing, which reduces delays, minimizes errors, and improves care coordination

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Use Case: Patient Intake Forms

Data: Extracts demographic, medical history, and consent data from intake forms

Benefits: Streamlines patient onboarding; improves data quality in EHR systems

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Use Case: Prior Authorization

Data: Captures and validates required clinical and insurance data from forms and documents

Benefits: Expedites approvals and reduces administrative burden on staff

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Use Case: Insurance Information Completion

Data: Populates insurance fields from scanned cards or documents

Benefits: Reduces manual entry errors; ensures complete, up-to-date patient coverage information

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Use Case: Claims Appeal Letter Processing

Data: Extracts relevant appeal details from letters and supporting documents

Benefits: Speeds up processing; improves compliance with appeal deadlines

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Use Case: Clinical Trial Site Data Entry

Data: Automates data capture from site reports, patient logs, and trial forms

Benefits: Ensures accurate and timely entry into CTMS or EDC systems, supporting faster trials

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How to Tell if IDP is a Good Fit for Your Organization

Okay, we’re at the part of this blog where we help you figure out if IDP is right for your organization, and potentially a solution you should prioritize. 

It’s an option we would consider low-risk in terms of user adoption across any industry, so generally speaking:

• It's right for your organization if the basic description of our IDP Accelerator and/or any of the use cases above relate to any of your organization’s processes

• You’ll want to prioritize it if you need to scale your processes, teams, or organization as a whole without scaling headcount; and are looking for ways to increase efficiency while reducing team burden

That said, if you’d like to know if it’s the right fit for your own organization, want to run additional use cases by us, have technical questions, or want more solution details, please contact us. 

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