Synapse Bundle Flow

Document Collection
Under Control

Managing document collection shouldn't mean drowning in emails, spreadsheets, and missed deadlines...

...but that's exactly what happens without the right tools.

Bundle Flow is a web service for document collection and control built around checklists with a role-based permission system.

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Instant Task Routing
Zero Lost Documents
Full Audit Trail
A robot distributing letters
The Challenge

What's Broken in Document Collection?

Traditional document collection is scattered, manual, and prone to failure

Document Collection Problems

Scattered Communications

Documents arrive via email, mail, and portals without a single source of truth.

Complex Validation

Verifying completeness requires endless back-and-forth, multiple controls, and manual checks at every step.

Missing Documents

No clear visibility into what's missing until deadlines approach.

No Audit Trail

Difficult to prove when documents were received and by whom.

The Solution

From Chaos to Controlled Workflows

Bundle Flow transforms scattered document collection into a structured, auditable process

From Reception to Completion Process
1

Receive

Bundles arrive via integration, automatically creating tasks in the triage pool. No document is ever lost.

2

Triage

Postmaster claim tasks and associate bundles with the appropriate checklist.

3

Associate

Postmaster links bundle content to checklist items, ensuring every document has a purpose.

4

Validate

Control checklists ensure document quality before marking items as valid and completing the workflow.

Use Cases

Real-World Applications

See how Bundle Flow transforms document collection across industries

Credit Application Processing

Credit Application Processing

Collect and validate required documents for loan applications. Track income statements, identity documents, and collateral evidence with clear checklists and validation controls.

Supplier Onboarding

Supplier Onboarding

Gather compliance documents from new vendors. Manage certificates, insurance policies, and legal documents with party tracking and role-based access.

Insurance Claims

Insurance Claims Processing

Track medical evidence and supporting documentation for claims. Use control checklists to verify document authenticity and completeness before approval.

Regulatory Compliance

Regulatory Compliance

Ensure complete documentation for audits. Full audit trails prove when documents were received, who processed them, and what validations were performed.

Our Commitment

Enterprise-Grade Document Control

We address the key challenges businesses face when managing document collection

Full Auditability

Complete visibility into every action. Know when documents arrived, who processed them, and what decisions were made.

Flexible Hosting

Choose deployment options that work for you - on-premise or private cloud infrastructure to meet your specific requirements.

Seamless Integration

Leverage REST APIs and Kafka messages to integrate with existing systems, ERPs, and document storage services.

Control Checklists

Define validation workflows with coherency, conformity, and authenticity checks. Ensure documents meet quality standards.

Party Management

Track multiple parties per checklist with specific roles. Import party data from external CRM systems automatically.

Configuration Versioning

Export, import, and version your configuration. Manage templates, item libraries, and settings across environments.

Benefits

Why Choose Bundle Flow?

Transform chaotic document collection into controlled, auditable workflows

Zero Lost Documents

Automatic task creation for every incoming bundle ensures no document is ever lost or forgotten.

Full Traceability

Complete audit logs for compliance and troubleshooting. Every action is recorded and traceable.

Flexible Permissions

Six roles with additive capabilities. Assign exactly the right permissions to each user.

Control Workflows

Optional validation checklists guide users through document verification with structured controls.

Multi-Party Support

Track multiple parties per checklist with specific roles for complex business relationships.

Checklist Templates

Reusable templates built from a centralized item library ensure consistency across workflows.

Ready to Transform Your Document Collection?

See how Bundle Flow can streamline your workflows and ensure compliance.

Book a Demo