Quality Assurance & Exception Handling
Independent second-level checking to identify processing errors, missing information and records that require client review.
Service Overview
Structured support for repetitive insurance operations
Our QA workflow adds a separate review stage after processing. Instead of treating every record as complete, records are checked against agreed rules and exceptions are clearly separated for review.
What We Handle
- ✓Processed insurance records
- ✓Missing-field checks
- ✓Document checks
- ✓Name mismatches
- ✓Amount discrepancies
- ✓Duplicate concerns
- ✓Formatting issues
- ✓Records requiring client clarification
Our Processing Approach
What we actually do
The exact workflow is agreed with the client before processing begins. A typical process looks like this:
Receive the processed batch.
Review the agreed QA checklist.
Sample or review records according to the agreed scope.
Compare source information with processed output.
Identify errors and exceptions.
Classify exceptions by type.
Prepare the QA summary.
Return corrected records or review-required records.
Workflow
From source files to final delivery
Synthetic QA Review Example
This is an illustrative demonstration workflow using synthetic information. It is not a real client engagement.
1. Client Input
- •Batch size: 100 claim records
- •Processed output: Excel file
- •Source documents available for comparison
2. Our Processing
- •QA reviewer compares processed records against source information.
- •Required fields are checked.
- •Amounts, names and document status are reviewed.
- •Exceptions are categorized.
3. QA / Exceptions
- •Record 024: Missing document
- •Record 037: Name mismatch
- •Record 061: Amount discrepancy
- •Record 089: Possible duplicate
4. Final Output
- •QA-reviewed batch
- •Exception report
- •Exception categories
- •Records requiring client decision
- •QA summary
What the Client Receives
Typical deliverables can include:
- ✓QA-reviewed dataset
- ✓Exception report
- ✓Exception categories
- ✓Correction list
- ✓QA summary
Quality Checks
Depending on the agreed scope, checks may include:
- ✓Source-to-output comparison
- ✓Required-field checks
- ✓Document verification
- ✓Amount comparison
- ✓Duplicate review
- ✓Exception categorization
Who We Support
Designed for defined insurance workflows
We can support organizations that need structured back-office processing, validation, QA or reporting support.
Start With a Controlled Pilot
Test the workflow before moving to recurring support.
Share your process, approximate monthly volume, file format and required turnaround. We can review the workflow and define a practical pilot scope.