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Okko Oulasvirta
Financial Services

Claims Triage Workspace

Route each new claim to the right path — fast-track, standard handling or investigation — with the policy, the history and the fraud signals already assembled.

The decision it supports

How should this claim be handled, and does anything about it need closer scrutiny?

What changes

Genuine claims settled faster, suspect claims caught earlier, and handlers spending time on judgement rather than gathering data. The handler sets the path; the workspace shows why.

Data domains

  • Customers
  • Accounts and policies
  • Claims
  • Risk and exposure
  • Channels and interactions

Interactive preview

Claims Triage Workspace is described here as an opportunity rather than shown as a working demonstration. The interactive build for this industry is Customer & Risk Decision Workspace — it uses the same primitives, the same governed data model and the same decision-to-action pattern this application would.

We build one flagship per industry properly rather than four shallow ones. The pattern transfers.

The workflow

  1. 01A claim is submitted through any channel
  2. 02The policy, its cover and the customer's claim history are assembled
  3. 03Submitted documents and images are extracted and summarised
  4. 04Fraud and complexity signals are surfaced with the evidence behind them
  5. 05A recommended handling path is proposed as an option, not a verdict
  6. 06The handler confirms the path or overrides it and records why
  7. 07The claim is routed to the right team and the decision is recorded

Platform capabilities most relevant here

  • OneLake

    One governed copy of enterprise data that analytics, AI and applications can all build on.

  • Curated business entities

    Agree once what an order, an asset or a customer means — then reuse it everywhere.

  • AI functions

    Apply language models to business data as a normal part of a data pipeline.

  • Data science and ML

    Predict what is likely to happen next so people can act before it does.

  • Fabric Apps

    Build the application where the governed data already lives, instead of copying it out.

  • Application state

    Remember decisions, assignments and approvals — the things a report cannot hold.

  • Workflows and approvals

    Keep accountability visible when a decision needs a second pair of eyes.

Not every application needs every capability. This is the subset that this decision actually depends on.

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