Aoibhe — Back-office Actions

01 — Appointment booked

Tue 14 Mar · 14:00

Aoibhe scheduled this inside your lead window. Calendar invite sent. Slot held for 24h pending broker confirmation.

Confirmation · bk_4f72e Confirmed

14/03

Tuesday afternoon

14:00–14:30 · 30 min consult · Mary Walsh

Client

Aoibhe O'Sullivan · verified existing client

Topic

Motor renewal · 2019 Skoda Octavia

Channel

Phone · 087 412 8839

Pre-read

Broker task summary attached

Sent

Calendar invite · transcript on request

Verified Two-phase identity check passed: masked match on name + email, confirmed with date of birth and eircode. Previous policy on file: motor-renewal-2024-09.pdf.

02 — Documents classified

Uploads tagged.

Aoibhe classifies each upload by semantic type with a confidence score. Anything below 0.7 routes to a broker for manual review — never auto-filed.

PDF

no-claims-cert-axa.pdf

5 pages · uploaded 02:18 · Aoibhe O'Sullivan

No-claims certificate

0.96

PDF

licence-front.pdf

1 page · uploaded 02:19

Driving licence · front

0.94

JPG

vrc-191D29481.jpg

image · uploaded 02:21

Vehicle Registration Cert

0.89

PDF

prev-policy-bound.pdf

12 pages · uploaded 02:24

Broker review required

0.62

Routed prev-policy-bound.pdf scored below the 0.70 confidence threshold. Aoibhe stopped auto-classification and flagged the document for Mary to confirm before it's filed against the policy.