AI-Driven Workflow Transformation with Multi-Persona Agents and RAG
Enabling intelligent decision-making and secure automation across enterprise functions with persona-based AI agents, RAG workflows, and dynamic configuration.
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A Global Consulting Leader Across Healthcare, Insurance, and Risk Management
A global actuarial and consulting firm delivering data-driven solutions in healthcare, insurance, risk, and technology, helping clients optimize operations, manage risk, and make smarter decisions through advanced analytics.
Precision at Scale
By deploying specialized AI agents and RAG-based intelligence, the client achieved unmatched data accuracy, accelerated iteration cycles, and enhanced decision-making, transforming how enterprise workflows operate at scale.
100%
Data Accuracy with intelligent OCR pipelines
90%
Faster Iteration via low-code/no-code configurability
100%
Secure, Scalable Access for global enterprise users
Unstructured Data, Disjointed Workflows, and Manual Bottlenecks
To drive efficiency across global operations, the client needed AI agents tailored for Finance and HR. They sought automation of complex data processing, secure user access, and accurate, role-specific AI insights - delivered at scale.
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Unstructured data automation
Required automation of unstructured and image-based data using OCR and AI parsing.
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Specialized AI agent deployment
Needed to deploy AI agents for roles like Finance and HR to improve process efficiency.
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Secure global access
Demanded secure authentication to support a global user base with role-based access.
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Token tracking & governance
Sought real-time tracking of token usage across multiple AI personas and models.
Modular AI Architecture for Secure, Scalable Enterprise Automation
The solution combined persona-based AI agents, RAG-enhanced responses, and secure, configurable infrastructure to automate decision-making across core business functions with accuracy and control.
Multi-persona AI chat agent
Domain-specific roles (Finance, HR) powered by GPT-4o on Azure OpenAI.
RAG architecture integration
Real-time document context from SharePoint, Python automation, and Document Intelligence
APIM-based token governance
Failover-protected, real-time token usage tracking per model and persona.
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Tech Stack
Azure OpenAI
Azure Cosmos DB
Ragas
Runbooks
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