[01]
Intelligent Intake
Capture, validate, enrich, and route incoming work so every process begins with complete, reliable information.
Fits · Service desks, claims intake, order desks, patient routing
Proven in the field →Proven Patterns
Eight patterns.
Every industry.
Every organization is different. The underlying work rarely is. Lumi starts from proven workflow patterns, then adapts them to your people, systems, controls, and governance.
[02]
Record Validation
Identify missing, inconsistent, or conflicting data and prepare corrections for review.
Fits · Master data, catalogs, CRM hygiene, asset registries
[03]
Risk Review
Evaluate requests against business rules, compliance requirements, and operational risk before work proceeds.
Fits · Credit review, underwriting support, policy compliance
[04]
Data Reconciliation
Compare systems of record and surface only the differences that require human attention.
Fits · Finance ops, inventory counts, billing disputes
[05]
Early Warning
Monitor deadlines, costs, and operational signals to identify issues before they become problems.
Fits · Logistics exceptions, infrastructure failure signals, cost drift
Proven in the field →[06]
SLA Monitoring
Track commitments across workflows and notify the right owner before service levels are missed.
Fits · Field service, support queues, regulatory deadlines
[07]
Human Review
Prepare recommendations for approval while capturing every decision and escalation.
Fits · Discount thresholds, prior authorization, change control
Proven in the field →[08]
Workflow Assistant
Guide operators through complex, multi-step processes without requiring them to leave their existing tools.
Fits · Dispatch desks, quote preparation, case management
Proven in the field →