CV Insight  ×  Matt Harris
01 / 09
Confidential · shared under NDA

Scan the documents.
Flag the mismatches.

A first look at AI-assisted BPSS screening QA for CV Insight, built around your own process.

Passport
Name DOB Nat. Doc no.
Verdict
NameOn fileMATCH
Date of birthOn fileMATCH
NationalityOn fileMATCH
Doc no.Low readREVIEW
Human sign-off1 flag to clear
Scroll  →  or use the arrows

This document contains

1
Step 01
The problem today
2
Step 02
The proposed solution
3
Step 03
The roadmap
4
Step 04
Next steps
What I've heard · Today

One analyst. A rising pile.

Manual QA · By hand
Incoming case files Cleared
In queue▲ climbing
0
Arrives faster than one pair of hands can clear.
Cleared today→ a trickle
0
Throughput capped at human speed.
Time: days of lag Risk: errors slip through
The ceiling Scaling means a bigger pile, or more hires.
02 · The solution

We build an AI system to automate it.

Processing thousands of applications per minute, while your analyst signs off.

In: declared vs documents⇄ AI compare & flagAnalyst signs off
The machine clears the easy ground. The decision stays human.
05 · See it work

Watch it check.

Choose how the documents arrive. The machine does the comparing; your analyst signs off the flags.

CV InsightDocument verification
Connected
Switch modes anytime

Check one candidate

Drop their right-to-work and reference documents here. CV Insight reads every field and compares it to what's on record.

No file handy? Run it on a sample. Illustrative, dummy data only.

Reading the documents…

Comparing every field against the record.

Name Date of birth Address NI number Employer dates

Verification report

Jordan Michaels · ref CVI-4471 · checked in 2.1s
2 need a human
FieldOn the documentOn recordResult
NameJordan A. MichaelsJordan MichaelsMatch
Date of birth14 Mar 199114 Mar 1991Match
Address48 Pelham Rd, Brighton48 Pelham Road, Flat 2Review
NI numberQQ 12 34 56 CQQ 12 34 56 CMatch
Employer datesJan 2019 – presentJan 2019 – Aug 2023Mismatch
3matched
2flagged for a human
Nothing is rejected automatically. A person reviews every flag before any decision.
Checked0
Clear0
Flagged0

Run the same checks across 1,000 cases

The exact checks you just saw, applied to a full batch. Watch each case clear or get flagged.

Each square is one case. Green cleared, amber & red were flagged for a human. Illustrative, dummy data.

Cases checked today 0 Running at ≈ 1,000,000 / day
0 in the review queue
Live · documents ingested automatically

Batches flow in and get checked around the clock. Every flagged case still lands in the queue, where a human signs off before any decision.

Checks run in seconds Human signs off every flag Illustrative, dummy data
The Approach

Four stops from one real case to a tool in production

Stop 01

Map the process

Record one real case end to end. We map every document, what it's checked against, where it comes from and how we open it. That's the build blueprint.

07 · The objective

What step one delivers: the matrix.

By the end of step one you'll have two things in hand: a clear, documented understanding of how every check is done, and the matrix below, version 0.1: what we check, how we check it, and where each answer comes from. This is my first draft from your SOP. Step one turns it into the real, agreed version we build against.

What we check
Checked against · where
Effort

Matrix v0.1 · drafted from your SOP · click any row for how & why · amber ? = needs your confirmation

08 · Working together

How we'd approach this together.

A low-risk path, taken one step at a time. You only commit to the next stage once the last one has earned it.

1 Prototype

Map it, prove it, prototype it

I map your real process, confirm there's a viable solution, and build a working prototype, so we both have confidence before committing to a full build.

Fixed fee
2 Build

Scope & fix the price

Once you've signed that off, I scope the full build and quote a single fixed fee for everything. No open-ended bills, and you approve it before any build starts.

Fixed quote for the build
3 Run

Launch & keep improving

We launch it into your workflow, then keep it running and refine it as we go, with a low monthly maintenance fee.

Low monthly fee

You're never locked in: each stage is a separate, clear decision, and you only move on when the value is obvious.

09 · Data security

Built for the data you hold.

You handle passports, NI numbers, HMRC records and DBS results. Anything I add has to clear the same bar you already hold. These are the considerations I'd design around from day one.

Synthetic data until you're satisfied

I build and demo on synthetic or redacted data only. No live candidate data enters the system until your security assessment and DPA are signed.

Inside your compliance, not around it

The tool passes your UK GDPR & ISO/IEC 27001-aligned assessment before go-live. I work as your data processor under a signed DPA, with sub-processor approval for any AI provider.

Never used to train models

Your data is processed only for the comparison in front of it, and kept no longer than the task needs. It is never used to train a model.

Least privilege & a full audit trail

Access is limited to what each check needs, processing stays in approved UK/EU regions, and every comparison is traceable to its source document and page.

A human always decides

The AI compares and flags. It never approves, rejects, or issues a report, your analyst signs off every case. The tool speeds the work; it doesn't make the call.

10 · What we need from you

Two things, and you can send them from here.

Before we build anything, we need to see your real process. The recording is the fastest way; the questions fill in the rest. Answer inline and hit Submit responses, it comes straight to Matt.

  • 01Record one real case, end to end REC~10 min

    A screen-share with your voice. Walk through a single case and, for each check, tell us which document you're looking at, what you check it against, and where each one comes from (and how you open it). That video becomes our blueprint.

  • 02Answer a few quick questions

    Click a question to open it. Short replies are perfect, no essays, and answers save as you type.

    Anything else?
✓

Thank you, Michelle.

Your answers are on their way to Matt. He'll review them and come back to you to line up the recording. Talk soon.

11 · Timeline & contact

An approximate timeline, and how to reach me.

A rough shape below; we'll firm up real dates after the discovery. Whenever you're ready, I'm one message away.

1
~1-2 weeks

Discovery & prototype

Map the process, build a working prototype on dummy data.

2
A few days

Scope & fixed quote

Once we've seen the real process, one fixed price.

3
Scoped at quote

Build & deploy

The full build, into your workflow.

4
Ongoing

Launch & iterate

Live, then refined month to month.

Ready when you are
Matt Harris