Case Studies

Insurance and Other

Process which human follow : Sending the letter or any document for policy insurance. We manually enter the data in about policy holder and policy in the document. and Enter the email, body, subject. and let the plicy holder notify about all the information. Its very teddious and lengthy process.

RPA Solution : PrimeEndors Robot can use the mail merge functionalily here, after that it works on UI automation and fetch the policy and policy holder data from back-end and send the mail with attachement. Bot can generate any type of document to send. It takes fraction of second for single records. It process the millions of records in half an hour.

Manufacturing and Other

Process which human follow : Processing Invoice
The problem: Several manufacturer was struggle to process hundreds of invoices from multiple vendors each month. The format of these scanned/digital invoices significantly varied among the vendors; more than four full-time employees were manually

RPA Solution : Robots can be deployed with read and understand data from several types of semi-structured and unstructured scanned and image-based documents, present the extracted data to users via an intuitive interface, and feed them into SAP. Bot can read and write with APIs and This solution significantly expedited invoice approvals also and can be easily scaled up to manage an increasing number of invoices, which will have more accuracy and faster.

Banking Domain

Process which human follow : Daily closure for letters of credit
The problem: Bank usually follow heavily dependent on manual labor for processes related to issue, to manage, and closing letters of credit.

RPA Solution : Autoamtion with RPA has daily closure process for letters of credit to provide a frictionless trade finance experience. An RPA Bot now logs into the core banking system to identify the records expiring that day and transcribes that information into an Excel file other required file. The Bot is designed to run rules-based inquiries for each record on the core system to determine if the closure needs to be processed. It also handles the exceptions, conditions using specific rules and updates the status in the Excel file or other require databases. The Robot then completes the closure process based on already defined logic and conditions, updates the status in the Excel file, and send to users via email.