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Using NairoProductProjects

Projects

Projects are persistent document workspaces where teams upload materials and work with the Assistant in a focused context.

A Project keeps a document set together for review, analysis and follow-up work. Submission review is one common example, but Projects can also be used for policy wordings, claims files, renewal materials, internal review packs or any other document set that needs focused analysis.

What Projects are for

Insurance work often starts with a set of documents that belong to one case, review or question.

A Project helps teams:

  • Upload and organise relevant materials
  • Ask questions with the Assistant over those materials
  • Review documents in a focused workspace
  • Run structured data extraction where configured
  • Keep analysis and follow-up work connected to the document set

Projects are useful when the work is centred on one document pack or case context.

When teams need to ask the same questions across many documents in a table, they may use Insight Table instead or alongside a Project.

How Projects work

Create a Project and add materials

Users create a Project and upload the documents needed for the review.

Examples include:

  • A submission package
  • A policy wording set
  • A claims file
  • Renewal materials
  • Internal review documents
  • Audit preparation materials

The Project gives users a focused place to work with that document set.

Work with the Assistant

Inside a Project, users can work with the Assistant over the uploaded materials.

This supports tasks such as:

  • Asking questions about the document set
  • Summarising materials
  • Comparing documents
  • Identifying key clauses, conditions or exclusions
  • Preparing notes or first-pass analysis

Where citations or references are available, users can inspect the materials that informed an answer.

Review documents and outputs

Projects help users keep document review and AI-assisted analysis in one focused workspace.

Users remain responsible for reviewing AI-generated outputs before using them in business workflows.

Structured extraction

Where configured, Projects can support structured extraction from uploaded documents.

This may help teams extract specific fields, organise information or prepare a first-pass review. Users should review extracted values and correct them where the product supports editing.

Common Project examples

Projects can support workflows such as:

  • Underwriting submission review
  • Policy wording review
  • Claims file summarisation
  • Renewal pack review
  • Broker document review
  • Internal audit preparation

Submission review is one example of a Project workflow, not a separate public product surface.

What Projects are not

Projects are not autonomous case handlers.

They do not replace core policy, claims, broker management or PAS systems.

They do not automatically make decisions.

They do not automatically create audit-grade records without human review and the organisation’s own governance process.

Projects support focused document review. Business decisions remain with the relevant human expert and the organisation’s approval process.

Getting started

  1. Create a Project for your document set
  2. Upload the materials needed for the review
  3. Use the Assistant to explore and analyse the pack
  4. Review available references before relying on an answer
  5. Use structured extraction where configured
  6. Review outputs before using them in business decisions
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