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Add Document Validations
Apply your business rules and underwriting criteria automatically—catch policy kick-outs and incomplete submissions before they hit your system.
- Configure custom business rules and compliance criteria
- Automatically flag policy violations, missing documents, and data quality issues
- Reduce manual review time with intelligent exception handling and escalation
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Trusted by
Traditional Approach
- Manual data entry teams struggling with complex document formats
With Heron
- Automated extraction with human-level accuracy and built-in quality controls
What is Heron Checks?
Heron Checks automatically validates submissions against your business rules, underwriting criteria, and compliance requirements. Instead of manual policy review and exception handling, get instant feedback on submission completeness, rule violations, and approval status.
Configure To Your Business Rules
The Heron team works with you to build custom business rules using our rule engine. We configure criteria like "reject if state contains California" or "flag if loan amount exceeds $10,000" based on your underwriting guidelines and compliance needs.
Automatic Rule Execution
As documents flow through your system, Heron Checks automatically applies your business rules in real-time. Each submission is evaluated against all your configured criteria before reaching your team.
Smart Flagging & Detection
When a submission violates your rules or has missing information, Checks instantly generates alerts like "Incomplete Data Detected." You get specific details about what's wrong and can choose to inspect the issue or dismiss false positives.
Approved Submissions Flow Through
Submissions that pass all validation rules get the green checkmark - "All requirements are met." These clean, compliant submissions flow directly to your underwriting team, while problematic cases are automatically routed for exception handling.
and many more..
Key Capabilities
Heron Checks automatically validates submissions against your business rules, underwriting criteria, and compliance requirements. Instead of manual policy review and exception handling, get instant feedback on submission completeness, rule violations, and approval status.
Configure complex business rules
Automatically categorize and route exceptions
Track rule performance and patterns
Cash Flow Declines
Flag businesses showing signs of instability by analyzing negative balance trends, NSF activity, and other cash flow signals.
Out of Appetite Submission
Automatically flag submissions that fall outside your risk appetite — and route them out before underwriting even begins.
Determine Missing Data
Automatically detect required or optional data points missing from a submission — so you never chase paperwork again.
Restricted State & Industry
Automatically screen out submissions from unsupported states or industries to reduce noise and focus on qualified deals.
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