IDP, AI, and Agents: The 3 Core Competencies in OCTO
OCTO is TCG Process’s secure, open process automation platform, enabling organizations to build and manage end-to-end business processes without code while maintaining the control needed for enterprise operations.
Combining process orchestration, AI, and intelligent document processing, OCTO helps organizations automate complex work, connect people, systems, and services, and turn fragmented information into secure, compliant, and scalable business outcomes.
OCTOai: Maximize the Potential of AI in Process Automation
OCTOai moves organizations beyond isolated AI experiments by embedding artificial intelligence directly into OCTO's orchestrated processes. Rather than running AI alongside operations, it becomes a native, governed part of how work gets done — with the flexibility to evolve as technology advances, and the controls needed to keep execution safe and compliant.
Why it matters for your customers:
Multi-model flexibility — customers can connect different AI providers and in-house models within the same process, selecting the best-fit service for each individual task (classification, extraction, generation, and more) without being locked into a single vendor.
Process-embedded AI — AI is integrated directly into live process execution, not bolted on as a separate layer, ensuring results are consistent, traceable, and tied to real business outcomes.
Built-in governance and validation — AI-generated outputs are validated against rules, master data, and custom checks. When confidence is low or judgment is required, humans can review and refine results through an intuitive interface.
Future-proof by design — AI models can be swapped or upgraded without redesigning surrounding processes, protecting investments and enabling rapid adoption of emerging technologies.
OCTOagent: Activate agents to get work done faster
OCTOagent is the intelligent connection layer within OCTO that bridges users, legacy systems, and modern applications through controlled, process-driven automation. Rather than relying on fragmented desktop scripts or traditional RPA, every action is executed within centralised, auditable OCTO processes — ensuring consistency, compliance, and enterprise-grade governance at scale.
Why it matters for your customers:
Seamless access — a single, unified entry point for users and systems to interact with OCTO's automation capabilities, removing complexity without sacrificing control.
Legacy system agility — OCTOagent wraps process intelligence around existing systems of record, delivering operational flexibility without disrupting core infrastructure.
Human + AI orchestration — supports fully automated, human-in-the-loop, and hybrid workflows, giving organizations the right balance between speed and oversight.
Full transparency — every interaction is visible, monitored, and auditable, enabling explainable, compliant automation that stakeholders can trust.
OCTOidp (DocProStar) — Transform Documents into Process-Ready Data
OCTOidp is OCTO's intelligent document processing competency, built on decades of expertise and powered by AI and machine learning. It takes any document — regardless of format, channel, or complexity — and turns it into accurate, structured, and actionable business data. As a native OCTO competency rather than a standalone IDP tool, it combines document intelligence with process orchestration, human oversight, and system integration in one seamless solution.
Why it matters for your customers:
Any document, any channel — emails, scans, mobile uploads, web forms, PDFs, and handwritten content are all captured and normalized into a consistent digital standard, whether arriving in high volume or one at a time.
Beyond OCR — true document understanding — OCTOidp classifies documents, identifies their business context, and applies AI-driven extraction to turn unstructured content into validated, structured data ready for downstream processes.
100% data accuracy — automated validation against business rules and master data is combined with intuitive human review workflows for exception handling, ensuring complete data integrity before any action is taken.
End-to-end dossier management — entire case files and multi-document dossiers are handled within a single process, improving completeness and eliminating the fragmentation common in point solutions.
Fully integrated with OCTO — unlike standalone IDP tools, OCTOidp orchestrates the full process lifecycle: triggering approvals, routing decisions, updating transactional systems, and maintaining detailed audit trails throughout.
Documents are where most processes start — and where most slow down. OCTOidp turns any document, from any channel, into clean, validated data that keeps your customers' processes moving.