A university’s financial aid office used Generative AI and automation to streamline the verification of student applications and supporting documents. The solution accelerated decision-making, improved accuracy, and reduced administrative workload - especially during peak intake periods.

Financial aid applications often included multiple supporting documents submitted in different formats and with varying completeness. Manual checks against eligibility rules were time-consuming and error-prone, creating processing delays and increasing the risk of inconsistent outcomes. Staff struggled to keep up during peak application cycles, impacting service levels for students in need of timely financial support.

We implemented a Generative AI-powered solution that automated the verification of financial aid applications and supporting documents. The system extracted and validated information from uploaded files such as income statements, transcripts, and declaration forms. Business rules were applied to assess eligibility, with flagged cases routed to staff for review. Human-in-the-loop validation ensured transparency and control, while automation handled secure routing, notifications, and status tracking. The solution also enabled audit-ready recordkeeping to support compliance.