Appeal Intake & Classification Agent
Turn unstructured appeal volume into clean, case-ready data automatically.
Appeals don’t slow down because your teams aren’t working hard. They slow down because intake is manual, document-heavy, and inconsistent.
Quisitive’s agent-driven intake layer captures inbound appeals, extracts key data, classifies them accurately, and creates structured cases in Dynamics 365 - fast.
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Appeal intake sets the pace and risk
for everything downstream.
When appeal intake is manual, teams spend their time sorting, re-keying, and chasing missing information instead of moving cases forward. Classification varies by reviewer. Case creation gets delayed. And deadlines become harder to defend.
The scale is real:
The bottom line is that if intake is inconsistent, everything after it becomes slower, more expensive, and harder to audit.
What our Appeal Intake & Classification Agent Delivers
AI + Dynamics 365 + your existing intake channels
Solve what slows appeal intake today:
Manual document review
Incomplete submissions
Inconsistent classification across teams
Delayed case creation and routing
Limited visibility into intake performance
Replace manual effort with intelligent workflows
Centralized multi-channel ingestion (email, uploads, PDFs)
AI extraction and normalization from unstructured documents
AI-based classification (true appeal vs. non-appeal + type) with confidence scoring and exception handling
Automated case creation in Dynamics 365 Customer Service with documents linked via Dataverse and SharePoint
Intake performance dashboard (volume, accuracy, exceptions)
Capture inbound appeal documentation and centralize it for structured processing.
Use Azure AI Document Intelligence to extract fields and convert unstructured documents into machine-readable data.
Identify true appeals and categorize by type (clinical, administrative, coding, etc.), with confidence thresholds and exception routing.
Generate structured cases in Dynamics 365 and link supporting documentation through Dataverse.
Track volume, accuracy, and exceptions, then tune models over time.
FAQ
By converting inbound documents into validated, structured data and creating Dynamics 365 cases automatically, so downstream teams start with clean cases instead of fixing intake errors.
