RPA Case Study-II
Objective:
Policy checking for standard policy renewal. The offshore team processes high volumes with repetitive activities.
Need:
Increase Efficiency.
Approach:
Developed BOT and OCR capabilities with extraction and comparison of documents.
Flowchart
Bot downloads the Policies from Workflow
Creates JOB IDs for each Policy
Compare Documents and Create QA Checklist
Review Additional Questions
Dispatch the Checklist
Benefits:
6 BOT processing huge volumes with 44 FTE reduction; TAT reduced from 10 days to 3 days
RPA Case Study-I
Objective:
An Invoicing Process with standard format received to offshore team. The team processes the Invoice to generate Bill and creates entries in the Broker Management System.
Need:
Opportunities to reduce handling time and billing errors.
Approach:
Detailed process study to identify Automation opportunities and developed BOT in RPA –tool.
Flowchart
Request to Process with supporting documents
Pre-Screening Activity
Validate with supporting document
Update Broker App and Generate Billing
Benefits:
12,800 Invoice Process every month are processed by BOT with 100% Quality output ; 25% reduction in FTEs
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