A bank manager captures a new customer’s registration request, inserts it into ServiceNow, takes a copy of the documents and sends the information package to registration. The back office team receives this request, validates all fields by comparing documents, inserts some fields that are in other systems (e.g. credit limits) or support worksheets, creates a new worksheet, has a cup of coffee, and logs into CRM to input the information.
Current Status: 2 business days, about 30 minute-effort.
Using RPA and OCR
Our Customer will have an application using RPA where the manager scans the document with OCR (Optical Character Recognition) capability, the application automatically validates the information, enters the systems to collect the credit limit, logs into CRM and includes all the information.
Impact: Significant reduction in activity.
