Use Cases

KYC
Client-onboarding
Fraud prevention
Robo-advisory
Reconciliation
Portfolio Evaluation
Loan origination
Loan processing
Loan operations reporting
Opening irrevocable export letter of credit
Negotiating documentary credits
Ensuring compliance post-March 2019
Securities processing
Settlements
Collateral management
New Business (General and Life)
    • Workflow automation
    • Policy set up - Data entry automation at all stages like     (Working, Quote, Booking and Binding)

Claims processing
    • Decline letter Automation
    • Property claims – Payments automation

Underwriting support
Customer billing
Complaints handling
Service desk support

Customer service and experience management
Complaints handling
Loyalties and returns handling
Debt collection
Fraud investigation
Invoicing and reconciliation

Most organisations are rationalising their current business applications and RPA can be used to ‘bridge the gap’ till new finance systems are in place. The standard F&A processes that have applicable use cases of RPA include;
Source-to-pay: Accounts payable, expenses, vendor master data, procurement administration
Order-to-cash: Order entry
processes, cash allocation Record-to-report

Employee on-boarding
Benefits management
Salary administration

Service-desk
Incident management
Test automation

Client on-boarding
Complaints handling
Customer requests management