Automatic Processing of New Contractsyufang.jao2021-07-29T15:52:31+02:00
Automatic Processing Of New Contracts
RPA Use Case for The Customer Service of A Well Reputed Insurance Company in Germany
Contracts with new customers are closed by field sales and an online portal through their contract management system (SCOUT). The information from the contracts (products, bank account etc.) have to be entered in the inventory system (LF4) to in order finalize the new contract.
With an increasing customer base and new products regularly launched there are more new contracts signed everyday. Entering the information from the contract into the legacy system is time consuming, very manual, rule-base and repetitive.
Our Solution for this client
An RPA Robot was introduced who is receiving the contract as an XML-file through a file share. It is thus not necessary to read out information from the PDF contract. The robot then enters the contract information to the legacy system (LF4).