The Challenge
Palicon Group’s background investigations relied heavily on manual review, extraction and documentation of applicant information from multiple sources — slowing investigations and capping how far the practice could scale.
- Manual extraction of applicant data from PDFs was time-consuming
- Background check templates required manual population from multiple documents
- Missing information and follow-up questions had to be identified by hand
- The impact: slower investigations, lower productivity and inconsistent reports
The objective was clear: move from manual information extraction to an AI-powered automated workflow that reduces administrative effort and accelerates investigation turnaround times.
The Solution. An AI investigation platform.
Dataflix designed an AI-powered platform that automates applicant data extraction, document analysis and template population — a secure IBM Cloud solution using Claude AI, workflow automation, role-based access and configurable investigation templates.
Automated Extraction
Applicant PDFs are ingested, processed and mined for the information investigators need — no manual re-keying.
Gap Detection
The platform identifies missing information and generates recommended follow-up questions automatically.
Secure by Design
Single Sign-On, role-based access controls and full audit logging keep every investigation compliant.
How it works. Intake to audit-ready report.
One continuous, governed workflow — from applicant documents to an approved, exportable investigation report.
- 01
Ingest
Applicant PDFs are uploaded and processed automatically.
- 02
Extract & Populate
Claude AI extracts applicant information and populates configurable investigation templates.
- 03
Flag Gaps
Missing information is identified with recommended follow-up questions.
- 04
Review & Approve
Investigators review, supervisors approve — with role-based controls throughout.
- 05
Export & Audit
Reports export to PDF with complete audit logging behind every step.
The Results
- Automated extraction of applicant information from investigation documents
- AI-driven identification of missing information and recommended follow-ups
- Streamlined review, approval and report generation workflows
Investigator productivity improved through AI-assisted document analysis and data population, while consistency and quality increased across investigation reports. Dataflix delivered a purpose-built AI solution aligned to Palicon Group’s workflows — a secure, scalable architecture focused on measurable operational efficiency.