Salesforce was the system of record for accounts, contacts, claims, and cases. But years of data imports had left thousands of duplicate account records with no deduplication process to clean them. Every report was suspect. Every outreach list was inflated.
Claims and cases data existed in Salesforce but had no integration path downstream. There was no data lake, no analytics layer, and no governed way to get data out. Leadership wanted dashboards, but there was nothing reliable enough to build them on.
Claim and case documents were arriving but sitting unprocessed. No ingestion pipeline, no content extraction, no deduplication logic. Processing was entirely manual, and falling further behind every week.