ADVANTIQ Discover - AI Email, Document and Records Processing for Correspondence and Casework
Discover is a ready-made AI platform deployed inside your own Azure tenant. It processes high volumes of email, correspondence, documents and case files: classifying, extracting, summarising, applying retention and routing them into casework, records and business systems. Configured to your process, with human-in-the-loop review and a full evidence trail.
Features
- High-volume ingestion of email, correspondence, documents, audio and images
- AI classification, triage and routing to teams, queues and casework
- Entity and field extraction with configurable schemas
- Summarisation and structured outputs for decision-making
- Records classification, retention labelling and disposal support
- Configurable workflows and business rules without custom development
- Microsoft-native deployment inside the customer's own Azure tenant
- Integrates with SharePoint, Microsoft 365, Dynamics and case management systems
- Human-in-the-loop review with confidence thresholds and feedback
- Version control, permissions and full audit trail on every decision
Benefits
- Go live on ready-made solutions rather than a build project
- Handles rising volumes without additional headcount
- Accelerates response times across correspondence and casework
- Improves consistency and accuracy of classification decisions
- Applies retention consistently at the point of capture
- Keeps all data inside your own tenant and compliance boundary
- Evidence trail behind every decision for audit and disclosure
- Maintains control through human oversight and permissions
- Aligns with existing Microsoft investment and skills
- Provides a foundation for further automation across the organisation
Pricing
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
6 1 1 3 6 8 3 4 6 2 4 5 4 7 2
Contact
ADVANTIQ SOLUTIONS LIMITED
Ronan Farrell
Telephone: 07432416584
Email: Ronan.Farrell@Advantiq.com
About your service
- Service categories
-
Application Development and Deployment
AI platforms
- Search and knowledge discovery
AI life cycle
- Data Labeling Software
- AI Build Software
- MLOps and Foundation Model Ops Software
- Trustworthy AI Software
AI software services
- Conversational AI Software Services
- Computer Vision AI Software Services
- Generative AI Software Services
- Document AI Software Services
- Anomaly Detection AI Software Services
- Personalize AI Software Services
- Forecast AI Software Services
- Multi cloud support
- No
Service scope
- Software add-on or extension
- No
- Cloud deployment model
- Private cloud
- Service constraints
-
Deployed into the buyer’s cloud tenant; the buyer is responsible for underlying cloud resources, platform availability and ongoing cloud costs.
Requires a suitable cloud subscription/tenant (for example Microsoft Azure) and a compatible identity provider (for example Microsoft Entra ID).
Initial integration to external buyer systems is excluded from this listing; buyers can use standard import/export and APIs within their tenant.
Deployment requires appropriate permissions, network access, and buyer-side approvals (security, architecture, change). - System requirements
-
- Modern web browser (Microsoft Edge or Google Chrome recommended)
- Buyer-managed cloud tenant/subscription capable of hosting the solution
- Identity provider for user authentication (for example Microsoft Entra ID)
- Network access to the tenant endpoints
- Ability to store and process documents within buyer-managed storage/services
User support
- Email or online ticketing support
- Yes
- Support response times
- Support requests submitted via email or online ticketing are acknowledged within one business day during UK business hours (Monday to Friday, 9am to 5pm). Queries are reviewed and prioritised to ensure timely and appropriate responses. Critical service issues can be escalated where required by agreement.
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.2 AA
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- Yes, at an extra cost
- Web chat support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support accessibility standard
- WCAG 2.2 AA
- Web chat accessibility testing
- Where web chat support is provided as an additional service, it has been internally tested to ensure usability with assistive technologies such as screen readers and keyboard-only navigation. Testing focuses on core functions, including sending and receiving messages and readable text presentation. Where web chat is not suitable, alternative support channels such as phone and email are available.
- Onsite support
- Yes, at extra cost
- Support levels
-
Support is provided through a tiered model aligned to customer needs. Standard support includes remote assistance via email, phone, and online channels during UK business hours. Enhanced support options, including extended hours, priority response, and on-site support, are available at additional cost by agreement.
Support costs vary depending on the level of support required, duration, and whether on-site attendance is requested. Pricing for enhanced or on-site support is agreed transparently in advance and charged separately from the core service subscription.
Where required, customers are provided with a named delivery lead or technical point of contact who acts as the primary interface for coordination, escalation, and support throughout the engagement. - Support available to third parties
- Yes
- AI chatbot
- No
Onboarding and offboarding
- Getting started
-
Structured onboarding including tenant deployment, initial configuration, and role-based training for nominated users.
Provision of documentation, quick-start guides and operational runbooks.
Support during go-live and early-life operation (within published support scope). - Service documentation
- Yes
- Documentation formats
-
- ODF
- End-of-contract data extraction
- Our solution is deployed to the customer tenant so all customer data can be accessed and retained by them.
- End-of-contract process
-
Data and outputs remain within the buyer tenant; buyers can export documents and results using the UI and/or API.
At contract end, buyers can retain data in their tenant and remove/uninstall ADVANTIQ components following offboarding guidance. - Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Opera
- Other
- Application to install
- Yes
- Compatible operating systems
-
- MacOS
- Windows
- ChromeOS
- Designed for use on mobile devices
- No
- Service interface
- Yes
- User support accessibility
- WCAG 2.2 AA
- Description of service interface
-
Web-based user interface for document ingestion, queues/workflows, review, search and analytics.
Administration interface for configuration, role management and audit/monitoring access.
Optional API access for automation and programmatic ingestion/retrieval within the buyer tenant. - Accessibility standards
- WCAG 2.2 AA
- Accessibility testing
-
Designed with accessibility in mind, including keyboard navigation support, focus indicators, scalable text and colour contrast considerations.
Uses semantic markup and ARIA attributes where appropriate to support screen readers.
Accessibility feedback and reasonable adjustments can be handled via the support channel. - API
- Yes
- What users can and can't do using the API
-
Users can submit documents and metadata for processing, query processing status, retrieve extracted outputs, and search/retrieve results (subject to permissions).
Users cannot use the API to administer the buyer’s underlying cloud resources; infrastructure remains buyer-managed.
User authentication/authorisation is enforced via the buyer identity provider and role model.
Access to APIs is controlled through in-application permissions, ensuring users can only consume APIs they have configured and are authorised to use. APIs are generated and managed by the Discover service, with configuration handled through the web interface and consumption taking place via secure API integration. - API documentation
- Yes
- API documentation formats
-
- Open API (also known as Swagger)
- Other
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
-
Configure workflows, queues, extraction schemas, taxonomies and business rules.
Configure role-based permissions and operational parameters.
Customisation is configuration-led; bespoke integration and custom development are excluded from this listing.
Scaling
- Independence of resources
-
Each buyer receives an isolated, tenant-deployed instance, so one buyer’s demand does not affect another buyer.
Performance and scale are determined by the buyer’s provisioned resources; sizing guidance is provided to support expected volumes.
Where applicable, the deployment pattern supports horizontal scaling within the buyer tenant.
Analytics
- Service usage metrics
- Yes
- Metrics types
-
Usage metrics such as active users, documents processed, workflow throughput, and processing outcomes.
Operational metrics such as processing times, queue times, error rates and service component health signals (within the buyer tenant).
Where relevant, model/quality metrics can be produced for configured workflows (for example extraction accuracy sampled via review). - Reporting types
-
- Real-time dashboards
- Regular reports
- Reports on request
- Resource tagging
- Yes
- FOCUS resource tagging
- No
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Developed Vetting (DV)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
-
- United Kingdom
- European Economic Area (EEA)
- Other locations
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Managed by a third party
- Penetration testing frequency
- At least once a year
- Penetration testing approach
- In-house
- Protecting data at rest
- Other
- Other data at rest protection approach
- Encryption at rest using buyer-managed cloud services and keys where applicable.
- Data sanitisation process
- Yes
- Equipment disposal approach
- A third-party destruction service
- Data sanitisation type
-
- Deleted data can’t be directly accessed / Cryptographic Erasure
- Data Erasure
Data importing and exporting
- Data export approach
-
Data and outputs remain within the buyer tenant; buyers can export documents and results using the UI and/or API.
At contract end, buyers can retain data in their tenant and remove/uninstall ADVANTIQ components following offboarding guidance. - Data export formats
-
- CSV
- ODF
- Data import formats
- CSV
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- Private network or public sector network
- TLS (version 1.2 or above)
- Data protection within supplier network
-
- TLS (version 1.2 or above)
- Other
- Other protection within supplier network
- The solution is deployed within the customer’s own cloud tenant, meaning customer data is stored and processed entirely within their environment. ADVANTIQ does not hold or persist customer data within its own network. Data in transit is protected using industry-standard Transport Layer Security (TLS), and access to the service is controlled through role-based permissions and secure authentication mechanisms. This deployment model minimises data exposure and ensures customers retain full control over their data and security configuration within their chosen cloud environment.
Availability and resilience
- Guaranteed availability
-
No infrastructure availability SLA is provided because the service is deployed into the buyer’s tenant and the buyer controls underlying cloud resources.
ADVANTIQ provides support for defects attributable to ADVANTIQ-delivered components (application code/configuration) within contracted support hours.
Availability commitments, service credits, and any associated refunds are therefore provided in accordance with Microsoft’s applicable SLA terms for the underlying cloud services used. ADVANTIQ does not offer separate availability guarantees beyond those provided by the customer’s cloud service provider, as the service operates entirely within the customer’s environment. - Approach to resilience
-
Resilience depends on the buyer’s chosen cloud architecture and operational practices within their tenant.
The deployment approach supports resilient patterns (for example redundancy across zones/instances) where the buyer provisions the required resources.
Guidance is provided on recommended deployment patterns for availability and recovery.
Resilience measures, including data replication, backup options, and recovery configurations, are controlled by the customer within their Azure environment and aligned to their organisational requirements and risk appetite. Detailed information on Azure’s data centre resilience, regional architecture, and service continuity controls is available from Microsoft and can be provided on request where required. - Outage reporting
-
Outage detection and reporting are managed within the buyer tenant using buyer monitoring (for example cloud monitoring, log analytics and alerting).
Where issues relate to ADVANTIQ components, outages/incidents can be reported via the support email channel.
Users can configure alerts and notifications, including email alerts, based on predefined or custom rules aligned to their operational requirements. Dashboards can be created to monitor service status and key metrics, and telemetry data can be accessed programmatically where required. This approach ensures customers have direct control and transparency over outage detection and reporting within their own environment.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Username or password
- Access restrictions in management interfaces and support channels
-
Administrative access is restricted to nominated buyer administrators using least-privilege roles.
Support access is controlled and time-bound, with access granted only where explicitly authorised by the buyer.
Support communications are restricted to named buyer contacts via the agreed email channel. - Access restriction testing frequency
- At least once a year
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- Other
- Description of management access authentication
- Privileged access controls (for example just-in-time access) as agreed with the buyer.
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- User-defined
- Access to supplier activity audit information
- No audit information available
- How long system logs are stored for
- User-defined
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- No
- Security governance approach
-
Security governance is risk-based and proportionate, covering policies, secure development, access control, monitoring, incident response and supplier management.
Responsibilities are defined, with regular review of security risks and controls.
Security requirements are built into delivery processes (for example secure SDLC, code review and vulnerability management). - Information security policies and processes
-
Information security policy and acceptable use
Access control and identity management
Secure development lifecycle and change control
Vulnerability management and patching
Logging, monitoring and incident response
Data protection and privacy procedures
Business continuity and disaster recovery planning - Software Security Code of Practice
- Yes
Operational security
- Configuration and change management standard
- Supplier-defined controls
- Configuration and change management approach
- Configuration and change management for the solution follows a controlled approach aligned to cloud best practice. Service components are tracked through their lifecycle using version control and deployment pipelines. Changes are assessed for operational and security impact, including access controls and data handling, with oversight from senior technical roles.
- Vulnerability management type
- Supplier-defined controls
- Vulnerability management approach
-
Vulnerability management for the solution is aligned to Cyber Essentials requirements and cloud security best practice. Potential threats are identified through vendor security advisories, Microsoft security updates, and ongoing review of platform dependencies. Risk is assessed based on severity, exposure, and potential impact.
High-risk and critical security patches are applied promptly, with a target of deployment within 14 days of release, in line with Cyber Essentials requirements. Updates are reviewed and, where appropriate, staged prior to release to minimise service impact.
Information on emerging threats is sourced from Microsoft security bulletins, the NCSC, and trusted industry advisories. - Protective monitoring type
- Supplier-defined controls
- Protective monitoring approach
-
Protective monitoring for the solution uses Microsoft security tooling and internal processes. Potential compromises are identified through Microsoft Entra, Microsoft Purview, malware protection, Intune, and security telemetry to detect unusual access, configuration changes, or malicious activity.
When a potential compromise is identified, access can be restricted, accounts disabled, and affected components isolated for investigation. Incidents are reviewed by senior technical leads and remediated in line with internal security procedures.
Security incidents are prioritised and responded to promptly during UK business hours, with critical issues addressed immediately. - Incident management type
- Undisclosed
- Incident management approach
-
The solution is deployed to the customer tenant. Incident management follows a structured and proportionate approach. Common incidents such as access issues or service errors are assessed and prioritised based on impact and urgency.
Users report incidents via email or agreed support channels during UK business hours. Incidents are logged, investigated, and managed by the technical team responsible for the service.
Users are kept informed of progress, and incident summaries can be provided on request to support transparency and learning. - Post-quantum cryptography secure
- No
Secure development
- Approach to secure software development best practice
- Conforms to a recognised standard, but self-assessed
Public sector networks
- Connection to public sector networks
- No
Pricing
- Discount for educational organisations
- No
- Free trial available
- No
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 0%
- Between £250,000 and £500,000
- 0%
- Between £500,001 and £1,000,000
- 0%
- Between £1,000,001 and £2,500,000
- 0%
- Between £2,500,001 and £5,000,000
- 0%
- Over £5,000,001
- 0%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- No
- Quality management systems (QMS)
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- Yes
- Please provide your Cyber Essentials Certificate Number
- 47888ade-c669-414c-8b9f-fac17230a447
- Cyber essentials plus
- No
- Cyber Essentials Alternative
- None of the criteria
- Other security certifications
- No
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority
- New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
- Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
- Plans to engage the contract workforce in deciding the most important workplace issues to address
- Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
- Volunteering opportunities for staff
- Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
- How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.
- Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises
- Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
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Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 6: Employment and training: For those who face barriers to employment
- Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
- Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
- Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
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Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.
- Understanding of the issues affecting the development of new skills by target cohort
-