Rigid document types
Every new document category means code changes, testing and a release — weeks of lead time for what should be a configuration.
InstaDocsEnterprise Document Management Platform
Your insurance documents. One intelligent repository.
A metadata-driven document platform for insurance operations: capture, retrieve, govern and scale — without a release cycle. New document types are configuration, live the same day.
Overview
A document platform, not a file store.
Documents arrive from any channel, are indexed against a configurable document class, stored on the cloud provider you choose, and returned only to users entitled to see them.
Proposal and KYC documents, underwriting evidence, claims and servicing records, advisor documentation and regulatory retention all live under one taxonomy.
- Category
Enterprise Document Management Platform - Organised by
Configurable document classes and searchable attributes - Stored on
Azure Blob, Amazon S3, archive tier and SFTP, behind one interface - Used by
Operations, servicing, underwriting, claims and audit teams - Deployment
Cloud-ready or on-premise
The problem
Document operations that cannot keep pace.
The cost is rarely the software. It is the release cycle, the manual reconciliation and the audit findings that follow.
Fragmented storage
Content spread across on-premise shares, SFTP drops and multiple cloud accounts, with no single place to ask where a document actually is.
Retrieval that degrades at scale
Wide table scans and unbounded result sets slow the desk down at exactly the moment volume peaks.
Audit and access exposure
Weak object-level control makes it hard to evidence who accessed which customer document, and when.
The differentiator
Configuration, not code.
Document classes are defined as data. Adding an attribute is an admin action, not a development ticket — and it is live within minutes.
A traditional DMS
- Document type hard-coded in the application
- A new attribute requires a developer and a release
- Change lead time measured in weeks
- The business waits on the IT backlog
InstaDocs
- Document classes defined as data, not code
- New attributes added from the admin console
- Live within minutes, with no deployment
- The business configures its own taxonomy
One switch — marking an attribute searchable — makes it a capture field, a search key and a returned value across the entire platform.
Capabilities
What InstaDocs does
Capture
- Desk capture with live validation, crop and rotate
- Multi-file and archive-based bulk loads
- REST ingestion for enterprise service bus and partners
- Scheduled SFTP pickup and processing
- File type verified by content signature, not extension
- Globally unique document identity assigned at capture
Index and retrieve
- Configurable document classes and index classes
- Search on any indexed attribute
- Policy, proposal, customer, receipt or custom keys
- Search fields generated from the class definition
- Paginated results and column-scoped reads keep response times flat
Document viewer
- High-fidelity PDF and image rendering in the browser
- Zoom, rotate, flip, pan and page navigation
- Side-by-side compare — two documents open at once for verification
- Full-screen review, with no separate viewer to install
- Opens beside the case detail, so nobody switches systems to check a document
Document operations
- Crop and correct scans before commit
- Split and merge multi-page documents
- Maker-checker review before a document is finalised
- Restore, re-trigger and status management for replay
Storage
- One unified interface across cloud providers
- Provider chosen per document or by configuration
- Migration between providers without code changes
- Long-term archive tier and SFTP partner exchange
- Built-in compression — up to 80% size reduction, applied before the document lands
Security
- Signed, time-limited access tokens with server-side revocation
- Role-driven rights: upload, view, delete, administer
- Entitlement chain from user through role to document class
- Document-level checks on every retrieval
- Rate limiting and strict browser content-security policy
Events
- Document lifecycle events published to SNS topics
- Downstream systems subscribe rather than poll
- Capture, classification, approval and archive events
- Reliable dispatch with retry, so no subscriber misses a change
- Correlation IDs carried through to every consumer
Governance
- Every version retained with timestamp and acting user
- Deletion is status-managed and restorable, never destructive
- Retention and purge policies per document class
- Activity tracking across upload, retrieval and admin change
- Scheduled integrity health checks
Questions the audit trail answers
- Who accessed this customer's document, and when?
- Which version was issued to the policyholder?
- Why can this user see this class of document?
- Where is this document physically stored today?
Event-driven
Document lifecycle events. Capture, classification, approval and archive each publish to an SNS topic, so downstream systems react the moment a document changes instead of polling for it.
Typical workflow
The document journey, end to end.
Capture
From any channel — desk, bulk, API or scheduled file pickup.
Index
Classified to a document class, with attributes bound automatically.
Store
Compressed and written to the chosen cloud provider.
Secure
Entitlement resolved and enforced server-side.
Retrieve
Found and viewed, under the entitlement the user actually holds.
Govern
Versioned, retained and audited for as long as the policy requires.
Migration
Ready connectors, zero disruption.
Connectors for IBM Content Manager and Newgen OmniDocs are already built and proven, so migration starts from a working baseline rather than a blank page.
Guiding principles
- Legacy stays live until cutover is proven
- Waves, never a big-bang event
- Every wave reconciled before the next is released
- Reversible until the final switch
- Zero business downtime throughout
- Discovery
Legacy inventory, class mapping and volume profiling. - Foundation
Environment build, classes configured, roles and rights. - Pilot wave
One document class, fully reconciled and user validated. - Bulk waves
Class by class, running in parallel, signed off per wave. - Cutover
Final delta sync, switch of record, legacy decommission.
Counts, checksums and a business spot-check must pass at the gate between every phase.
Integration
A stable contract for every consumer.
API generations run side by side, so versions retire on your timetable and no partner is ever forced to re-integrate.
Versioned REST APIs
Published, interactive contracts
Token authentication
Per-client rate limiting
Correlation IDs end to end
SNS event notifications
Enterprise service bus
Partner SFTP exchange
Policy administration
CRM
IAM / SSO
Metadata-driven
Classes and attributes are data, so a new document type needs no code.
Independently scalable layers
Channels, API, services and storage each deploy and scale on their own.
Event-driven, not polled
Lifecycle events are published to subscribers, so integrating systems react to change instead of asking for it.
Multi-cloud by design
Storage can move between providers without touching business logic.
Server-side entitlement
The browser is never trusted to decide what a user may see.
What changes operationally
Days, not weeks
A new document type launches as configuration, on the same day.
One platform, not several
Fragmented document stores consolidate behind a single interface.
Smaller footprint
Built-in compression cuts stored volume by up to 80% before it lands.
No downtime to get there
Wave-based migration keeps the legacy estate live until cutover is proven.
How long does a new document type take you?
Tell us what your archive looks like today — volumes, systems and how documents are found — and we will show you what consolidating it involves.