Factify

Insurance

• Map claims processes end to end: first notice of loss, triage, coverage verification, investigation, adjudication, reserving, settlement and recovery
• Map other critical insurance processes as customer needs arise, using practical experience of how they run
• Analyze policy forms, endorsements, exclusions and claims manuals
• Identify contradictions and ambiguity between documents and between documents and practice
• Translate coverage interpretation and authority limits into structured rules, including SIU and fraud indicators, escalation triggers and state-mandated handling timelines
• Build test cases and golden-label datasets covering covered, not covered and refer decisions with evidence across property, auto, health and liability
• Review agent outputs against decisions made by experienced insurance professionals and document failure modes
• Work with customer leaders to ratify and maintain the rulebook over time

Explore Domain Expert – Insurance, Claims Processing, Coverage at Factify. Review requirements and application details.

Domain Expert – Insurance, Claims Processing, Coverage

General

• Map end-to-end loan origination flows for consumer, small business and commercial lending, including intake, KYC/BSA/AML, income and collateral verification, credit analysis, underwriting, approval and exceptions
• Map other critical bank processes as customer needs arise, using practical banking experience
• Analyze credit policies, underwriting guidelines and regulatory requirements; surface conflicts, gaps and ambiguous thresholds
• Define and validate decision rules covering eligibility, DTI/DSCR/LTV limits, covenants, pricing and escalation criteria with bank process owners
• Build realistic test cases and golden-label datasets with approve, decline and refer outcomes and documented supporting evidence
• Review agent decisions against real banking practice and flag rulebook or agent errors
• Advise product and engineering teams on US banking requirements and production issues

Explore Domain Expert, Banking – Loan Origination & Commercial Lending at Factify. Review requirements and application details.

Domain Expert, Banking – Loan Origination & Commercial Lending

Financial Planning and Analysis

• Map core finance processes: record-to-report, procure-to-pay, order-to-cash, period close and consolidation, treasury, expense management and FP&A
• Document approval matrices, delegation-of-authority rules, segregation-of-duties constraints and internal controls (SOX / ICFR)
• Analyze finance policies, accounting manuals and audit findings
• Identify differences between documented policy and day-to-day practice
• Define decision rules for invoice matching, accrual and reconciliation thresholds, spend approvals and journal-entry validation
• Build test cases and golden-label datasets with documented evidence
• Review agent behavior against test cases and datasets
• Partner with CFOs, controllers and internal audit to ratify and maintain the rulebook

Explore Domain Expert – Finance Process Mapping at Factify. Review requirements and application details.

Open roles

Domain Expert – Insurance, Claims Processing, Coverage

Domain Expert, Banking – Loan Origination & Commercial Lending

Domain Expert – Finance Process Mapping