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← All work · Case file 06

Ocorian — Intelligent Questionnaire System
CASE://ocorian · Financial Services

Ocorian: Intelligent Questionnaire System

AutomationFinancial Services

An intelligent questionnaire system with a complex out-of-order rules engine that determines required information dynamically — reducing manual agent input and automating tax-status classification for financial compliance.

  • Rules engine
  • Dynamic forms
  • Compliance
  • BAU tooling