Pre-Built Customisable Business Logic
Blueprints enable your unique workflows to be rapidly integrated with Volume platform components with ease. Our pre-built, customisable library of modular blueprints are effortlessly combined to accelerate the delivery of your bespoke processing needs.
Industry Standards
A Volume Blueprint is a modular unit of business logic that combines tools, data, and workflow automations to deliver tangible outcomes. Each blueprint is designed to map directly onto industry-standard processes, leveraging Volume’s AI, document ingestion, matching, and calculation tools — alongside workflows that trigger telephony, dynamic document generation, and other automation.
Accelerated Delivery
Blueprints unlock almost unlimited opportunities to create sophisticated, robust solutions for critical business processes. Fully supported by Volume’s expertise, they accelerate delivery, reduce risk, and help bring new solutions to market faster — empowering your organisation to scale smarter and operate more efficiently.
Blueprint Library
Our extensive library of blueprints can be tailored to your processes, giving you flexibility without the need to build from scratch. They can be easily edited, combined, or tested in a secure sandbox environment, allowing you to evaluate new approaches safely and efficiently.
Onboarding Flow
Designed to move customers quickly through an end-to-end journey, taking them up to 90% of the way to completion in a single flow.
- Combine data capture, validation, document handling, matching, and communications,
- Respond in real time to the people they are onboarding,
- Remove reliance on external suppliers and third-party tools.
- Own and control your acquisition funnel
- Update criteria, journeys, and decision logic as requirements change.
The result is a flexible onboarding journey that creates viable, valuable customers from day one. Suitable across multiple product flows, the blueprint evidences and validates user criteria as part of the process, giving organisations confidence to scale acquisition and adapt quickly to new opportunities.
AI Data Extractor
Removes the manual burden of reading, interpreting, and rekeying documents by automatically ingesting and extracting structured data from a wide range of sources.
Whether evidence is submitted directly by customers — such as identification documents or formal correspondence — or received from third parties in complex formats.
Documents are automatically read, classified, and ordered, with key data extracted and written directly into the correct fields within the platform. This replaces the traditional need for human review and manual data entry, even where documents are poorly formatted, scanned, or inconsistent.
By turning unstructured documents into trusted, usable data in real time, Volume improves speed, data quality, and operational efficiency — enabling teams to focus on validation and decision-making rather than administrative processing.
Document Submission
Volume streamlines document submission by centralising and standardising internal and external documentation within a single, data-led platform.
Document generation is embedded directly into the process. Using configurable templates and live data, Volume produces accurate, ready-to-use documents at key stages — whether it’s terms and conditions for a customer, B2B findings for a broker, legal documentation, or mortgage pre-approvals.
Content adapts dynamically based on data, business rules, and workflow stage, eliminating manual drafting, reducing errors, and ensuring every submission is contextually correct.
By keeping submissions within a single platform — without relying on third-party integration tools — Volume provides a controlled, auditable, and highly efficient process for creating and delivering documentation at scale.
Quality Assurance
Volume provides a flexible, data-led approach to quality assurance, ensuring workflow outcomes meet the highest standards.
Spot-check automations and validate results across any level — whether B2C, B2B, or system-wide — to confirm processes are accurate and reliable.
All checks are logged in a central data trail, providing full auditability and traceability, which is essential for highly regulated markets. You can create as many quality assurance points as needed within your business processes to maintain accuracy, protect compliance, and instill confidence in operational outcomes.
Compliance
Volume provides a compliance and due diligence dashboard that enables internal compliance teams to quickly identify and assess high-risk or non-standard cases as they emerge.
Rather than slowing the business down, the dashboard surfaces the right cases at the right time, allowing teams to focus attention where it matters most.
All supporting evidence is centralised into a single-screen view, giving compliance and commercial stakeholders immediate visibility and enabling fast, confident decision-making with minimal operational downtime. By embedding compliance directly into live workflows, Volume removes the perception of compliance as “anti-commercial” and positions it as a critical enabler of sustainable, well-governed growth.
Payment & Reconciliation
Receive funds from multiple sources — including consumers, counterparties, and third parties — reconcile every payment automatically against the correct records.
Once a payment is received, Volume applies configurable calculations and business logic to determine how funds should be allocated. This includes removing fees, applying adjustments, handling partial or staged payments, and calculating balances in real time.
All financial activity is tracked, auditable, and fully aligned with predefined rules and governance requirements.
Based on these calculations, Volume can automatically generate statements, update internal accounts, and notify or instruct external payment providers when onward payments need to be made. By unifying reconciliation, calculation, and payment instruction in a single workflow, Volume reduces manual handling, eliminates errors, and ensures financial processes remain accurate, transparent, and scalable.