Bank settlement reconciliation automation Case study | Featsystems

CRM process automation

Industry - Leading Bank
Implementation Time - Within 4 WEEKS *

Key Challenges

Some of the key challenges were:

  • Getting all of the information from the EJ into an excel file is time-consuming and laborious.
  • Human error is possible when comparing EJ to Switch and CBS files
  • Multiple departments involving in the process leads to delays

Our Solution

The designed bot was efficient to execute the steps by bringing the output files of the CRM process.

  • Bot reads and retrieves all EJ files from the EJ to excel sheet
  • Bot pulls out switch and CBS text file info to excel
  • Then bot compares the EJ log to the Switch and CBS files
  • Finally, the bot sends output files to a specified business user

Automation Benefits

The outcomes of the automation solution were tremendous, with improvements and the benefits in the process are as follows:

  • Easy to identify faulty transactions that reduced the human effort and rework
  • Process was completed with excellent efficiency.
  • Major increases in productivity
  • Performed error-free
  • Employees have been redeployed to execute the task which is high value-added

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