Question 1

What types of documents can Excelvance process?

Accepted Answer

Excelvance processes insurance claims (FNOL), loan applications, RFPs, RFQs, invoices, purchase orders, and virtually any structured or semi-structured business document. The system uses AI to extract fields from emails, PDFs, scanned documents, and form submissions.

Question 2

How does zero data retention work?

Accepted Answer

All document processing happens in memory. Data is flushed immediately after extraction and routing are complete. No logs are stored, no data is used for model training, and all processing is designed to forget by default. This architecture meets SOC 2 Type II, GDPR, GLBA, and PCI DSS requirements.

Question 3

What systems does Excelvance integrate with?

Accepted Answer

Excelvance integrates with Salesforce, ServiceNow, Guidewire, Applied Epic, SAP Ariba, Coupa, Microsoft Dynamics 365, Procore, and other enterprise CRM and ERP systems. No rip and replace required.

Question 4

Is Excelvance compliant for regulated industries like banking and insurance?

Accepted Answer

Yes. Excelvance is built for regulated industries with PII masking deployed inside your network, SOC 2 Type II certification, GDPR compliance, GLBA compliance, and PCI DSS compliance. Your compliance team can sign off on day one.

Question 5

How long does it take to go live?

Accepted Answer

Most implementations go live within days, not months. Excelvance connects to your existing systems via webhooks and APIs, requiring no rip-and-replace of your current infrastructure.