Every exemption and abatement program your jurisdiction administers, managed in one place. Applications arrive from any channel, AI reads the supporting documents, your configured rules decide eligibility, and a full lifecycle carries each case from intake through renewal — with every action retained for audit.
Taxpayers don't all reach you the same way — so OpenCAMA IQ meets them where they are and normalizes everything into a single work queue your staff actually manage.
Applicants apply online through a guided wizard and upload supporting documents. Submissions flow straight into the exemptions queue as structured cases.
Inbound email — including attachments — is captured, parsed, and turned into a case or attached to an existing one, so nothing sits in a shared inbox.
Scanned paper applications enter the same pipeline. Once digitized, they're indistinguishable from a portal submission downstream.
Regardless of channel, every application lands in one place — reviewed with the same rules, the same workflow, and the same audit trail.
Deeds, tax returns, IDs, trust and LLC papers, and life-estate instruments are automatically classified and the key fields extracted, each with a confidence score. High-confidence items move forward; anything uncertain is routed to a specialist for review.
Every program is different, and every jurisdiction applies its own thresholds. In OpenCAMA IQ the eligibility logic and benefit math are editable settings, so policy changes don't wait on a vendor release.
Income limits, age requirements, ownership tests, sliding scales, and anti-stacking logic are defined per program and editable per jurisdiction — no code, no deployment.
Each program's relief amount is calculated from its own configured formula, so seniors, veterans, homestead, and abatement programs can coexist with different math.
Trusts, LLCs, and life estates are handled explicitly — the system reasons about who actually owns and occupies the property, not just the name on a deed.
Configured rules prevent an applicant from receiving incompatible benefits simultaneously, catching conflicts before they reach the roll.
From the moment an application arrives, a defined workflow drives it through intake, review, approval or denial, active status, renewal, and termination. Renewals run as exception-based campaigns, and terminations can be staged so no taxpayer is surprised.
Tax relief invites scrutiny, so OpenCAMA IQ keeps an append-only history of every action on every case. The AI's proposed value and any human override are both retained, side by side.
Actions are recorded, never overwritten. The full sequence of who did what — and when — is always reconstructable.
The model's extracted value and confidence are preserved even after a reviewer changes the field, so the original suggestion is never lost.
When a specialist overrides the AI, both the original and the corrected value remain on file — defensible under appeal or audit.
Exemptions don't live in isolation. Applicants apply through the public portal, and the same configured workflow that governs assessment governs relief.
Applicants apply, upload documents, and track status on the public portal — and their submissions become cases here automatically.
The case lifecycle is built on the platform's configurable workflow capabilities, so relief follows the same rules and routing as the rest of your office.
Walk through a live application — from portal submission, to AI document extraction, to a configured eligibility decision and renewal — with your own programs in mind.
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