Onboarding is a long list of small checks that nobody enjoys: does the name on the registration match the application, is the proof of address recent enough, did they sign where they should have.
A pack, checked once
Customers submit a pack through your portal or by email. Tessera classifies each file, extracts the fields you care about and compares them with the application data. When everything is present and consistent, the file is marked complete and lands with an analyst. When it is not, the customer gets a precise checklist: what is missing, what is out of date, what does not match.
Comparison without false certainty
Names are written many ways. The agent normalises punctuation, legal suffixes and ordering before it compares, and it reports the difference rather than a verdict. A mismatch is a question for a person; it is not a rejection.
Respecting sensitive documents
Identity documents are the most sensitive thing most workflows touch. In Tessera you can set retention to zero for this workflow, so the file is discarded once the extracted fields are routed, and restrict who can open the review lane to a named group.