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Financial information
Prototype

Pension Information Review Prototype

An exploratory document-review prototype intended to help a person navigate pension information. It structures supplied documents, highlights items that may need clarification, and keeps financial judgement with a qualified reviewer.

Exploration areas:
Document review prototype
Information extraction
Human review workflow

The Challenge

Pension documents can span different schemes, dates, and terminology. It can be difficult to see which figures belong together or which questions to ask, while an automated summary must never be mistaken for financial advice.

Proposed Approach

The prototype would organise user-supplied documents into a traceable summary, identify missing context, and draft questions for a qualified person. Each extracted item would retain its source reference and an uncertainty note where needed.

Validation plan

  • Evaluate document handling with synthetic and permissioned sample records
  • Confirm that each extracted item can be traced back to its source page
  • Test whether non-specialist readers understand the summary and its limitations
  • Require qualified human review before any interpretation or decision

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Eldradesk

Eldradesk is an AI operations consultancy for UK service organisations. We help teams examine one workflow, build bounded prototypes, and make evidence-led decisions with human review.

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